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Enquiries and quotes

Answer enquiries and send quotes your customers approve online.

Enquiries and the Needs a reply list Video Every new lead lands in Enquiries, and anything waiting on you shows on your dashboard until it's handled. Write a quote with Good, Better and Best Video Build a quote with up to three options and optional add-ons, then email it for the customer to approve online. How your customer approves a quote Video What your customer sees on their phone, and what happens when they approve. Turn a quote into a job and book it Video Make an approved quote a job in one click, and book the first visit now or later.

Common questions

Can I give customers options?

Yes. Add good, better and best options and optional lines. The customer picks one and approves it online, and you see exactly what they chose.

Can I take a deposit?

Yes. Ask for a deposit on the quote, and the customer pays it by card when they approve.

Can the crew quote on site?

Yes. Your field team can write a quote with options from their phone or tablet during the visit.