Now that you've created a test case file with an inventory, you're going to create the quote. The system automatically fills in the lines based on your package and survey. You check that everything is correct.
Step 1 - Creating the quote
Go back to the case file and click Create quote.
What happens automatically
The system automatically fills in the quote lines based on: - The package linked to the case file - The inventory from the survey (volume, quantities) - The services you selected
Step 2 - Check the quote lines
Go through each line:
Line | Check |
Removal costs | Does the amount match the cubic volume and your rate? |
Administration costs | Is the correct fixed amount shown? |
Box service | Is this line shown (if you selected the service)? |
Disassembly/reassembly | Is this line shown (if you selected the service)? |
Lines you did NOT select | Are these NOT shown? (if "ignore zero lines" is enabled) |
Making changes if needed
You can manually adjust amounts, quantities and descriptions. Test this too: change an amount and check that the total updates correctly.
Click Save draft.
Tip: Check the PDF preview of your draft quote. Does the layout look right? Is your logo displayed correctly? Are the variables correct (your name, your address)? Is there no unwanted white space? This is the moment to spot any issues.
Step 3 - Sending the quote to your own email address
If the draft quote looks correct:
Click Send quote
The system sends an email to the address you entered for the customer (your own email address)
The case file status changes to Sent
Check your inbox
Open your email and find the quote message. Check:
What | Check |
Email received? | Yes/No (also check your spam folder) |
Subject | Is the email subject correct? |
Branding | Logo, colours, badges - does it look professional? |
Text | Is the text correct? Are the variables correct? |
PDF attachment | Is the quote attached as a PDF? |
Acceptance link | Is there a link to view and sign the quote? |
Note: Not receiving an email? Check your spam folder. Not in spam either? Check that the customer's email address has been entered correctly.
Step 4 - Accepting the quote
Now you're going to accept the quote - exactly as your customer will do shortly.
Click the acceptance link in the email
You'll land on the acceptance page where you can:
View the quote (scrollable)
Turn optional lines on or off (if you have an interactive quote)
See the price update based on your choices
Add your digital signature (with your finger on your phone/tablet, or with your mouse on desktop)
Click Accept
What happens next
You receive a confirmation email (if you have the "Customer accepted" message switched on)
A task appears in the system: "Customer accepted"
The case file status changes to Accepted
Go back to Bas and check that the status has changed. Do you see the "Customer accepted" task in your task list?
Tip: Also test acceptance on your phone. Many customers open the quote on their mobile. Does the signature work well on a small screen?
Tips
Check the PDF preview first. This lets you see whether the layout is correct before you send it.
Test on multiple devices. Check the acceptance link on desktop, phone and tablet.
Check all the variables. Is your name correct? Your address? The customer details?
Please note
Check your spam folder. Some email systems mark automated messages as spam.
Test the signature. Does it work well on a touchscreen and with a mouse?
Check the status change. After acceptance, the case file should move to "Accepted".
Next step: 1. Create your own move
Next step: Creating a customer and case file
Next step: Create your own move
Next step: Create your own move
Next step: Create your own move