Setup
You will need the Servicing Quoting module turned on in your workspace. If you do not see this in your main menu, reach out to [email protected].
You will also need the following permissions in your security group:Can create, update and delete service quotes.
Click here to learn about permissions and security groups.
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If you see this arrow, click to expand for more information!
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How to send a service quote reminder
Send reminder emails manually or in bulk to follow up on submitted service quotes. Replies from clients will be directed to the assigned Sales Person.
Individual service quote
1. Navigate to Service Quotes and View a Submitted service quote.
1. Navigate to Service Quotes and View a Submitted service quote.
2. Click Send Reminder to Customer to adjust the content and recipients. Then click Send Email to confirm.
2. Click Send Reminder to Customer to adjust the content and recipients. Then click Send Email to confirm.
In Bulk
1. Navigate to Service Quotes, select all service quotes to send the reminder to and click Edit [X] Service quotes.
1. Navigate to Service Quotes, select all service quotes to send the reminder to and click Edit [X] Service quotes.
2. Choose Send reminder email in the Actions field and click Apply Changes.
2. Choose Send reminder email in the Actions field and click Apply Changes.
How to manage partially approved service quotes
Partial approval of a service quote is not supported. Instead, have the quote declined and duplicate it to create a revised version.
1. Ask the client to decline the service quote and provide explanation on which items were declined or approved in the Comment.
2. Navigate to Service Quoting, update the Status filter to include Declined, and view the declined quote.
2. Navigate to Service Quoting, update the Status filter to include Declined, and view the declined quote.
3. Click Duplicate.
3. Click Duplicate.
4. Adjust fields and select the line items to include, then click Void original and Duplicate Quote.
4. Adjust fields and select the line items to include, then click Void original and Duplicate Quote.
5. Finalise and submit the new service quote to the client.
How to create and use a "template" for service quotes
When creating a service quote, service quote line items must be built from scratch. To save time, create a sample quote as a “template” that can be duplicated for reuse.
1. Create a service quote for a "test" client and property.
2. To create a new service quote from the "template", click Duplicate.
2. To create a new service quote from the "template", click Duplicate.
3. Adjust fields and select the line items to include, then click Duplicate Quote.
3. Adjust fields and select the line items to include, then click Duplicate Quote.
4. Click update on the service quote to edit property and client details.
5. Finalise and submit the new service quote to the client.
To manage multiple template quotes, create Service Quote Tag in Control Panel > Service Quoting and apply it by editing individual quotes or using bulk edit.
To manage multiple template quotes, create Service Quote Tag in Control Panel > Service Quoting and apply it by editing individual quotes or using bulk edit.
Recommended steps
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