Quoting from the field
Upsell add-ons to a current customer, or quote a brand-new customer on the spot.
Add-ons for a current customer
- 1On the stop, tap Quote. Or open the customer and tap Quote add-ons.
- 2Tap the add-ons you recommend. Each one is monthly or one-time.
- 3Tap Show customer to approve now so they can tap Accept on your phone, or Text & email it to them.
When they accept, the add-ons are added to their service. Monthly ones go on their regular bill. One-time ones are invoiced right away.
A new customer or a new service
- 1Open New Quote from the menu, or New service on a customer's page.
- 2Enter their name, phone or email, and address.
- 3Add each service. Pick a package or how often, and fill in the details. Auto-fill from records can measure the property for you.
- 4Add a deposit or a note if you like, then Show to accept or Text & email.
When they accept, they become a customer with every service on the quote, just like a quote sent from the office. The office is told about every field quote.
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Related guides
Invoicing and taking payments in the field
Techs can bill a customer on the spot and collect cash, a check, a saved card, or a pay link.
Controlling what techs can charge
Decide if techs can change prices, how big a discount they can give, and if they can add custom items.
Proposals: sending good / better / best quotes
Send a nice-looking quote with options. Customers accept it online with one click.