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General
Why is the service quoting module not visible in my workspace?
Why is the service quoting module not visible in my workspace?
Please contact [email protected] to enable the module.
What is the difference between a service quote and a defect quote?
What is the difference between a service quote and a defect quote?
Service quotes are used for quoting scheduled maintenance proposals or one-off work for new clients or properties. In contrast, defect quotes are created using the defects/remarks identified during inspections of existing properties.
Building the service quotes
How can the correct client/property be selected when creating a service quote if they have identical names?
How can the correct client/property be selected when creating a service quote if they have identical names?
When searching in the service quoting module, the primary name appears beneath the client name to help with identification.
If the property already exists, creating a service quote directly from the property page simplifies the process by reducing the need to search and select the property and client manually.
Why is an expiry date required on a service quote?
Why is an expiry date required on a service quote?
Expiry dates keep pricing accurate and consistent with other quotes in Uptick. For long-term validity, the expiry date can be set far into the future (e.g., 12 months).
How can a separate price and estimated duration be set for each level on the same routine in a service quote?
How can a separate price and estimated duration be set for each level on the same routine in a service quote?
Click the three horizontal lines on the right to Duplicate the line item and adjust the levels or estimated duration.
To display a cost breakdown to the client, use the Service Quote (Itemised) template.
Can the pricing be adjusted without using markup?
Can the pricing be adjusted without using markup?
Cost and sell prices can be manually adjusted without the use of markup.
Are column changes on the service quote table saved by default?
Are column changes on the service quote table saved by default?
Most of the tables will remember the additional columns added when returning to the page. In addition, favourite filters help quickly reapply preferred column arrangements and quote statuses.
When selecting a routine on a service quote, does the price of a linked labor rate automatically populate like its description?
When selecting a routine on a service quote, does the price of a linked labor rate automatically populate like its description?
The price must be entered for each service quote because routine servicing prices vary based on the pricing agreement, asset count, and quoting method.
Do line items need to be filled out every time, even for contract renewals?
Do line items need to be filled out every time, even for contract renewals?
Please review How to create and use a "template" for service quotes if creating similar service quotes for multiple clients.
Templates & Formatting
Can terms and conditions be automatically populated for all service quotes?
Can terms and conditions be automatically populated for all service quotes?
Navigate to the Control Panel, open the Service Quoting tab, and enter terms in the Service Quote template terms and conditions field.
How to set default template for service quote?
How to set default template for service quote?
Navigate to the Control Panel, open the Service Quoting tab, and select the template in Service Quote default template field.
Does the service quote pdf show a cost breakdown for routines or products?
Does the service quote pdf show a cost breakdown for routines or products?
Visibility of the cost breakdown depends on the selected Service Quote template:
β’ Service Quote (Itemised) β Displays the price of each line item.
β’ Service Quote (Totals only) β Shows only the total price for Required Works amd Maintenance (Fixed) sections.
Refer to Document and email templates for more details on setting up document templates.
Can styling options, such as bold and italics, be used in service quote text fields?
Can styling options, such as bold and italics, be used in service quote text fields?
There are styling options available in Service Quote text fields, including bold, italics, and headings. Refer to the Markdown Styling in Uptick Text Boxes support article for more information.
How to adjust the text box size when entering a scope of works?
How to adjust the text box size when entering a scope of works?
The text box can be resized by clicking and dragging the icon in the bottom-right corner.
How can default service quote templates be modified?
How can default service quote templates be modified?
Service quote templates can be customized in the Control Panel, learn more in Document and email templates article.
How can the text in the service quote fields be checked for grammar and spelling errors?
How can the text in the service quote fields be checked for grammar and spelling errors?
Please install 3rd party software, such as Grammarly, to check your spelling and grammar within your browser.
Managing the service quotes
Can the voided service quote be reverted to draft?
Can the voided service quote be reverted to draft?
A voided quote cannot be returned to draft, but it can be duplicated.
Do tags on service quotes carry over to tasks?
Do tags on service quotes carry over to tasks?
Tags are unique to each module, so service quote tags remain separate from those on generated tasks.
Can tags be used to filter and extract service quote data, e.g., for monthly sales reports?
Can tags be used to filter and extract service quote data, e.g., for monthly sales reports?
Tags can be used to organize and filter service quotes and can also be exported from Uptick.
Can additional documents be included when sending a service quote?
Can additional documents be included when sending a service quote?
Certainly! Refer to How to finalise and submit a service quote for instructions.
Approval process
How to ensure a purchase order is attached when a client accepts a quote?
How to ensure a purchase order is attached when a client accepts a quote?
The system does not enforce mandatory PO attachments, but adding a note in the quote email helps communicate that a PO is required before approving the quote.
What happens if I receive approval via email or phone call?
What happens if I receive approval via email or phone call?
You can use the approval link to approve the quote on behalf of your client. Follow the steps here.
You can transition the service quote to the Approved status, by clicking on the status of SUBMITTED and selecting Mark approved
This will mark the service quote as approved, but will not send an email to the clients, the salesperson or the notification email of approval confirmation.
Can Uptick be used to collect customer signatures?
Can Uptick be used to collect customer signatures?
Uptick does not currently integrate with electronic signature tools. Some customers collect signatures externally and upload them as part of the approval process.
Emails, Reminders & Notifications
Can the recipient of a service quote be changed?
Can the recipient of a service quote be changed?
Yes, the recipient, body text, and any CC or BCC recipients can be updated before sending. Refer to How to finalise and submit a service quote for more details.
Does a reminder email for the service quote approval get sent to the original recipient?
Does a reminder email for the service quote approval get sent to the original recipient?
Correct. The email address provided when sending the service quote, whether the original primary contact or a different recipient, will receive the reminder.
Does the service quoting feature allow automated customer reminder emails like defect quoting?
Does the service quoting feature allow automated customer reminder emails like defect quoting?
Reminder emails can be sent for service quotes, but this is not automated like defect quotes. To send reminders, open each quote individually or use the bulk edit feature from the service quote main page.
Can the email notification to the salesperson be turned off when a quote is approved?
Can the email notification to the salesperson be turned off when a quote is approved?
The email notification to the salesperson is always sent upon quote approval and cannot be disabled.