While quoting on Oneflare, you'll notice labels next to each lead in your inbox. Here’s what they mean:
Marked as won:
You've connected with the customer (via call, SMS, email, or inbox), or they have seen your quote.
To mark a job as won, select it and tap 'Mark as won' from the 3 dots in the top right. If you can't find this, check for two tick marks in your last message:
- Two green ticks: Customer has seen your last message.
- Two grey ticks: Customer hasn't viewed your message, so you can't mark it as won.
Note: Marking a job as won doesn't lock the customer to your quote; they can still request others. A job is locked when the customer confirms they have hired you.
Won:
The customer has accepted your quote and hired you.
Cancelled:
The customer is not proceeding with the job or is still planning their budget.
Unsuccessful:
The customer hired someone else or deemed your quote unsuitable.
Refund requested:
Businesses with an active Credit Plan can request refunds within 7 to 10 days of quoting. Details on eligibility can be found here.
Refund successful:
If a business with a Credit Plan requests a refund for a job with no customer interaction, Oneflare will review the request within 5 business days and return credits within 7 days if successful.
Refund unsuccessful:
There are scenarios where a refund request may be denied. Eligibility details can be found in the Genuine Customer Guarantee.
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