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- Managing Leads & Inquiries
- Adding Customer Inquiries
- Website Lead Capture Form
- Customer Portal Inquiry Form
- View Inquiry Details
- Edit Inquiry Details
- Deleting Inquiries
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- Booking Management
- Create a New Booking
- Managing Existing Bookings
- Edit Booking Details
- Repeat / Recurring Bookings
- Delete Bookings
- Export Booking as PDF
- Booking Timeline
- Booking History Log
- Multi Address Bookings
- Fieldworker Availability Finder
- Nearby Bookings Locator for Proximity Scheduling
- Allocate Multiple Fieldworkers to Booking
- Fieldworker Payroll Management
- Fieldworker Commission & Pay Rates
- Accept Booking Request On Behalf of Fieldworker
- Admin Approval for Fieldworker Changes
- Manual Push to Google Calendar
- Change Booking Owner
- Contact Fieldworker Regarding Booking
- Contacting Customer Regarding Booking
- Sending Emails for a Booking
- Pause/Resume automated emails
- Pause/Resume automated SMS
- Sending Booking Confirmation
- Service Reminder Automation
- Request Fieldworker Updates
- View Booking Discussion
- Add a comment to a booking discussion
- Add Complaint to a booking
- Adding Booking Attachments
- Adding Images to Bookings
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- Creating New Quotes
- Edit Quote Details
- Edit Quote Number
- Claiming Quote Ownership
- Export Quote PDF
- Deleting Quotes
- Manage Quote Follow Up Date
- Adding Issues / Complaints to a Quote
- Adding Labels to Quotes
- Adding Attachments to a Quote
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- Invoice & Billing Management
- View Invoice Details
- Edit Invoice Breakdown
- Change Invoice Number
- Convert Invoice to Draft
- Convert an Invoice to Void
- Claim Invoice Ownership
- Deleting Invoices
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- Managing Fieldworkers
- Fieldworkers & Subworkers
- Fieldworker Industry Label
- Managing Fieldworkers Lists
- Fieldworker Booking Summary
- Fieldworker Activity Log
- Adding Fieldworkers
- Edit Fieldworker Details
- Update Fieldworker Profile
- Manage Fieldworker Profile
- Fieldworker Email Verification
- Fieldworker Active Services
- Fieldworker Service Areas
- Fieldworker Working Hours
- Manage Fieldworker Availability
- Fieldworker Bank Details
- Activate/Deactivate Fieldworkers
- Blocking / Unblocking Fieldworkers
- Contacting Fieldworkers
- Sending Emails to Fieldworkers
- Sending SMS to Fieldworkers
- Fieldworker Received SMS
- Sending Messages to Fieldworkers via App
- Sending Messages to Fieldworkers Regarding Booking
- Fieldworker SMS Log
- Fieldworker Email Log
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- Business Email Authentication
- Viewing company information
- Company Logos Setup
- Manage Trading Names
- Define Fieldworker Operational Locations
- Third-Party API Integrations
- Google Calendar Integration
- Google Maps API integration
- Display Google Reviews
- Terms and Conditions
- Booking Location Types
- Fieldworker Industry label
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- Managing Services Offering
- Creating a New Service
- Managing Service Categories
- Quantity‑Based Discounts (Bulk / Volume Pricing)
- Geographical Pricing
- Creating a Service Package
- Managing Products List
- Creating Custom Fields
- Grouping Custom Fields
- Custom Field Types
- Short Text Input (Text Field)
- Long Text Input (Text Box)
- Date Selection Input
- Time Selection Input
- Increment/Decrement Button (+/-)
- On/Off Selector (Toggle)
- Single Choice Button Display (Button Group)
- Single Choice Selector (Radio button)
- Single Choice Selector (Dropdown)
- Single Selection List Option Field
- Multi-Option Selector (Checkbox)
- Multi-Option Checkbox Button (Checkbox)
- Signature Custom Field
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- Booking Settings Configuration
- Fieldworker Job Assignment Methods
- Fieldworker Permissions
- Fieldworker Profile Customization
- Customer Profile Customization
- Customer Dependents / Properties
- Importing Customer Dependents
- Managing Booking Status
- Managing Booking Complaints
- Lead Sources List
- Decline Job Request Form
- Property Type List
- Label Management
- Creating Forms & Checklists
- Forms & Checklist Introduction
- Setting Up Forms & Checklists
- Forms & Checklists Usage
- Forms & Checklists Fields Types/Elements
- Forms & Checklists: Use Cases
View and Manage Quotes and Cost Estimates
Embrace the power of OctopusPro, the all-in-one platform for handling quotes in your service business. Whether you are an HVAC specialist, healthcare administrator, or childcare provider, OctopusPro streamlines the quoting process, enhancing operational efficiency and customer satisfaction.
With OctopusPro, generating and managing detailed quotes has never been easier. For instance, create a quote for a furnace installation for Mrs. Green, set a prompt expiry date, and seamlessly convert it into a booking upon acceptance, while automatically generating an invoice.
OctopusPro’s capabilities extend to managing quotes generated by you, your fieldworkers, or even your customers through the customer portal. Its ‘Find Availability’ function ensures optimal personnel allocation for service requests, while the deposit amount setting improves financial handling.
Viewing Quote Details
Upon navigating to your OctopusPro dashboard, you can locate and view specific quote details in two primary ways:
- If you have the quote number (starting with EST-), simply enter it into the search bar to find the specific quote.
Alternatively,
- Click on “Quotes” in the main menu. This will allow you to select the type of quote you wish to view or click all quotes for an overall view.
- Click on the EST number to access more detailed information about the quote, including customer details, location, required services, quoted price, available technicians, and contact history. Having these details at your fingertips allows you to tailor your approach to each customer effectively.
Editing Quotes and Previewing PDFs
With OctopusPro, you have the flexibility to edit your quotes and preview how these edits will appear in the final PDF. Whether it’s modifying the service details, adjusting the quoted price, or updating customer information, your changes are seamlessly reflected in the quote. The “Preview PDF” feature ensures that you’re confident in the presentation of the quote before sending it to the customer.
Converting Quotes to Bookings and Generating Invoices
One of the key features of OctopusPro is the ability to convert a quote into a booking directly from the quote management page. This feature expedites the process of moving a potential customer to an active client. After the quote is converted into a booking, you can swiftly generate an invoice, which can then be sent directly to the customer – all in just a few clicks.
Setting Expiry Dates and Deposit Amounts
OctopusPro allows you to set an expiry date for each quote, adding a sense of urgency and encouraging prompt action from the customer. You can also specify the deposit amount required, further streamlining your business’s financial management process.
Quote Management Features
In addition to these functionalities, OctopusPro also offers several other features to manage your quotes effectively:
- Add Discussion: This allows you to engage in conversations related to the quote within your team.
- Add Label: Helps to categorize and organize your quotes for future reference.
- Add Issue: Gives the opportunity to record any problems related to the quote.
- Delete Quote: This enables you to remove quotes that are no longer needed.
- Mark as Accepted/Declined: Provides a quick way to update the quote status based on customer feedback.
- Duplicate Quote: Creates a duplicate of the quote, saving time when creating similar quotes.
- Find Availability: Assists in checking the availability of your service providers.
- Clear Cache: Clears stored data, ensuring the latest information is displayed.
- Client Viewed Status: A status that indicates when a client has viewed the quote.
OctopusPro’s View/Manage Quote page is a comprehensive, user-friendly tool designed to facilitate easy quote management for service-based businesses. This robust feature allows businesses to oversee and handle individual quotes seamlessly, from their initial creation to their eventual conversion into bookings.
Whether you’re an HVAC provider, healthcare facility, or childcare center, you can create, view, and edit quotes, set expiry dates, add discussions, labels, or issues, and even convert them into bookings right from this page. With easy-to-use options to preview and print PDFs, view attachments, generate invoices, and more, you’ll have all the resources you need for streamlined quote handling at your fingertips.
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