Prospects Or Quotes For Jobs

Discussion in 'Managing Your Business' started by nearlyclean, Aug 21, 2013.

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  1. nearlyclean

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    What to record the information after giving someone a quote. Now you can with roundpartner. We have introduced a prospect section to record all that info like address,name, price and other notes with the option of converting them to a customer at a later date
     
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  2. Smurf

    Smurf Banned
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    So will the app have the option to be able to send the quote directly to the prospect whilst at the property as well?

    As I offer multiple services can the app handle multiple services, prices and frequency on a prospect quote?

    Also on completed jobs can you send invoices/payment slips too whilst at customers property if you wanted too?
     
  3. nearlyclean

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    With the prospects feature we have kept it simple to start with. you can add multi services prices and frequency. but over the coming months we will be rolling out extra options
    The sending invoices payment slips to client direct is still in development but you can create an invoice then attach it to Gmail or outlook.
     
  4. nearlyclean

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