Personalizing Quote and Confirmation Processes

Overview

From local moves, commercial moves, to even longdistance, you may offer a variety of different services to your customers. Oftentimes, though, you may require a customer to submit to and complete different procedures to book a specific service. So while Patty who is moving apartments down the street may only need to submit an electronic signature on a pre-move contract to book a move with your business, Brian moving across the state may be needed to sign a liability form, submit a $100 holding deposit, and select valuation coverage up-front. 

Through Supermove, you can customize and automate those procedures for each Project Type so that your customers are completing and satisfying the correct steps for your business. 

Customizing your Processes

To customize your Quote or Confirmation procedures, please navigate to the following:

1. Click Settings
2. Click View/Edit Project Types
3. Click the name of the Project Type you want to customize
4. Click Quotes & Confirmations 

You'll be able to modify the steps and settings for both the Quote and Confirmation processes.

For the Quote settings, you'll have the option to set an expiration date and choose to send the ONeline Quote document as a PDF attachment. For the steps, you'll be able to add a list of necessary Documents. 

For the Confirmation steps, the Supermove platform currently supports 3 different types: Deposit, Cancellation, and Documents. Each step has additional fields for you to fill in such as the “Default Deposit Amount”, and the “Document Template” to use as part of the flow:

Seeing your Personalized Quote and Confirmation Steps in Action

Once you have formalized your Quote or Confirmation procedures for a specific Project Type, you can then proceed with creating a job for a customer. When you are ready to send a Quote or Confirmation Letter to a customer, you can click the Send Quote or Send Confirmation button on that job page, and your customized steps will be outlined at the top of your screen like so: