Sales and Customers: overview
Everything from the first enquiry to a signed job: the sales pipeline, customers and contacts, site visits, quotes, approvals, the bidding estimator, price lists, insurance certificates and service contracts.
The steps, written out
- Sales overview: Pipeline, quotes and follow-ups for the sales team
- Pipeline: Drag a card to another stage to update it. Won and lost deals from the last 120 days are shown.
- Customers: open it from the left menu.
- Site visits: Site surveys and measure-ups booked from the pipeline
- Quotes: Proposals, revisions and e-signed acceptances
- Approvals: Discounts above the role limit (Office Manager / Owner) and acceptances by customers on credit hold (Accounts)
- Contacts: open it from the left menu.
- My tasks: Follow-up tasks from customers, opportunities and quotes
- Price lists: Customer-group and customer-specific pricing used by the quote builder
- Insurance certificates: open it from the left menu.
- Service contracts: Recurring maintenance plans and memberships: jobs and invoices are created for you.
- Reviews & follow-ups: Messages that go out by themselves, with a record of what was sent and what was not.
- Marketing: Referrals, portfolio, campaigns and social posts.
- Scheduled social posts: Plan posts ahead and manage every page or location.
Tip
The Sales and Customers section covers the pipeline, customers, quotes and the bidding estimator.