How do you respond to a quote request?
Services are requested by your customers through their Home Portal or you may add a service manually through your Pro Portal (see how to add services if you wish to expand your offering).
To respond to a quote request
First, let's review your customer's view. The customer will choose a service from their Home Portal similar to what you see below.
with an optional note...
Next, you have three different ways to respond to quote requests:
1) you will receive an email with the basics of the quote request
2) your dashboard will show an open quote request
3) there will be a pending alert in your Message Center. From the Message Center, you will see a new request message
And after selecting View Service Request the link will take you immediately to the service request avoiding having to search for the Customer.
Regardless of which path you choose, you will want to edit the Pending Service to provide timely communications back to your customer.
Choose the Edit button on the Pending Services.
While the service type will be prefilled, you will need to complete the frequency, price (quote), and start and stop dates.
After acknowledging the terms and conditions and approving the quote, then the Job will appear in your Current Services section. Plus, the job will automatically appear in your schedule at the agreed-upon start date.
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