As you go about quoting on Oneflare, you would have noticed labels next to each lead in your inbox. Let's take a look at what each label means:
Marked as won:
You have either connected with the customer (via phone call, SMS, email or inbox) or the customer has at least seen your quote in their Inbox.
To mark a job as won, select it from your inbox then tap 'Mark as won' from the 3 dots in the top right. Can't locate this option? Look for the two tick marks in your last message to the customer:
- Two green ticks: Customer has seen your last message
- Two grey ticks: Customer is yet to view your message. If this is the case, you are unable to mark a job as won.
Note: Marking a job as won does not lock a customer in with your quote. They are still able to request quotes from other businesses. A job is only locked in when the customer marks a job as won from their side. See 'Won' below.
Won:
The customer has accepted your quote and decided to hire you for the job.
Cancelled:
The customer is either no longer going ahead with their job, or they are currently in the planning/budgeting phase and are yet to make a hiring decision.
Unsuccessful:
The customer has either hired another business or they have determined that your quote was not suitable for their job.
Refund requested:
As part of the Genuine Customer Guarantee, businesses with an active Credit Plan have the exclusive ability to request refunds on jobs within 7 to 10 days of submitting a quote. Further details regarding refund eligibility can be found here.
Refund successful:
If a business with an active Credit Plan has requested a refund on a job where their customer has not responded to their quote, has not verified their contact number and they haven’t interacted with their job, Oneflare will review your refund request within 5 business days (of the request) and if successful, will return the relevant credits to the business's account within 7 days of the outcome. Any refunded credits will expire pursuant to the terms of the originating quoting credit pack or plan.
Refund unsuccessful:
There are a few situations in which a business on an active Credit Plan may be unsuccessful with their refund request. Refund eligibility details can be found in the Genuine Customer Guarantee.
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