How do I send a quote?

Web:

Your 'Leads' tab shows all open job requests, including quote costs, the number of quotes received, and the posting date.

TIP: Check if the customer has verified their contact details; a green 'Verified' label will appear next to their mobile or email.

Found a suitable job? To proceed:

1. Select the job request in your 'Leads' tab.
2. Prepare a professional quote including at least one of the following options:
   • Cost estimate: Provide a flat or hourly fee (incl. GST) based on your estimates. Indicate if materials are included; it’s just an estimate.
   • Site inspection request: For larger jobs, request an inspection to better assess costs and time. This informs the customer that you'll contact them to arrange it.
   • More information request: For complex jobs, ask for more details before providing an estimate.
   • Additional comments: Add any specific information or questions related to the job.
3. After selecting options, we’ll draft a professional message for your quote. You can then 'Save as draft' or 'Continue to payment'. Access drafts via 'Leads' tab > 'Drafts'.
4. Ready to send? Select 'Continue to payment' and follow the prompts.
5. After sending, your customer's details will be revealed, and you can manage correspondence from your 'Inbox' tab. Learn how to contact your customer here and ensure your profile is top-notch!

To leave an internal note, go to your 'Inbox' tab, select the job, and click '+ Add a private note'. This is for your eyes only!

App:

Sending quotes via the app is quick and easy.

If you haven't, download the latest app version:

• Download from the App Store
• Download from the Play Store

Select a lead, choose what information to include, then send the message to your customer, and remember to follow up.