Booking a Move: Sending Quotes, Confirmations, & Skip Confirmation

Overview

In this article, we will show you how to prep and send your Quote or Confirmation flow, or alternatively, skipping all steps to advance the job into Booked status. This article is broken down into two sections:

• Project Statuses per Step
• Sending Quote and Confirmation Email

Video Walkthrough (Desktop View)

Video Walkthrough (Mobile/Tablet View)

Project Statuses per Step

There are 5 different Statuses a Project displays. Please see the breakdown below:

• Lead – The starting status for all new projects. If a quote is sent and agreed to, the project remains in this status until an Office User takes further action.
• Hold – Applied after a Confirmation is sent but before it is signed. Once the customer signs the Confirmation, the project automatically moves to the next status.
• Booked – Assigned once a Confirmation is completed or if the "Skip Confirmation" function is used.
• Complete – Indicates the move has been finished and all necessary requirements have been met.
• Cancelled – Used when an Office User cancels a project.

Sending a Quote and Confirmation Email 

1. From the Proposal Tab on the left-hand side, click on Send Proposal

2. This will give you the option to Send your customer a Quote/Confirmation email or Skip the Confirmation Step

3. Choosing either Send Quote or Confirmation will open up the Email Review Section

4. Depending on what you choose, the corresponding email template and attachments will show up. To send the email click on the Blue button at the bottom of the email template

5. All done ~ You've successfully sent out your Quote or Confirmation!

Note: If you want to advance the job from Lead or Hold immediately into Booked, and not require the customer to complete the Quote or Confirmation step, you can use the Skip Confirmation option