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.
If you see this arrow, click to expand for more information!
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
In Bulk
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.
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.
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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