How to Create & Send a New Quote?
Marie C.
Last Update há um ano
To generate a new price estimate for potential clients and send it to them, access the Quotes section and select New Quote. You can either save the quote or send it to the prospect.
SAMPLE QUOTE EMAIL:
Subject: Quote from "Your Company Name"
Hi "Prospect's first name",
Here's your quote from "Your Company Name".
Client Information
Name: "Prospect full name".
Email: [email protected]
Home Phone: (xxx) xxx-xxxx
Mobile Phone: (xxx) xxx-xxxx
Address: Sample address
City: City
State: State
Service Information
Service Price: $xxx.xx
Extra Service Price: $xx.xx
Total Service Price: $xxx.xx
Next Service Price: $xxx.xx
Lawn: xxxx
Last Service: x to x months ago
Service Type: Yard/Lawn Service
Service Frequency: Monthly
Tasks: XXX
Thank you,
"Your Company Name"
"Your website address"