Features To Help With Lockdowns

Posted by Marcel Donnelly on Aug 2, 2021 3:55:45 PM

With lockdowns becoming more frequent across Australia in recent times, we believe it is important to know what features you have at your disposal that may help to reduce the burden your business is facing and allow you to continue servicing your clients.

 

Here is a short list of features we believe may be able to help:

 

Online Quote View 

 

  • Instead of only sending your client a PDF, all quotes sent from FlatRateNOW include an ‘Online Quote View’. 
  • By clicking the ‘View Quote’ button within the email, you client can:
    • Ask questions directly to you via the Quote Chatbox
    • Accept your quote by signing on their own device
    • Reject your quote with an explanation

 

See this feature in action:

Online quote feature1

The Online Quote View is an automatic inclusion and you do not need to enable it in your settings. You only need to send the quote to your client for them to receive the option to open your quotes as the 'Online Quote' version.

Product Images

 

  • You can either include or exclude a photo of the product.
  • This photo will appear on the Quote PDF and the Online Quote View

 

See this feature in action:

Include product images on quote

The 'Product Images on Quote' is an automatic inclusion. You can modify your settings to either make it default as 'included' or 'excluded' from your quotes however on the Task screen you can always select or deselect to include.

To change your default settings, follow this guide : How to change default product image value

‘Copy’ Feature

 

  • Copying quotes will allow you to quickly respond to change requests by your client
  • Don’t wait for your customer to ask for alternative products, use the copy feature and send your client 2 or 3 quotes with different products

 

See this feature in action:

Copy Feature

This feature is automatically included in your quote screen. Make the most of it and provide varying solutions to your client quickly and easily.

 

Itemise Quote & Display Savings

 

  • You can Itemise your quote which excludes the individual price of the separate tasks.
  • If you are offering and savings or discounts, you can display them in the quote as a clear dollar value.

 

You can select/deselect 'Itemise Quote' or 'Display savings' before you accept, send or download a quote.

print itemised display savings

 

This feature can be enabled or disabled in your settings. If you do not have 'Itemise Quote' or 'Display Savings' enabled, please follow these guides:

Customer Notes

 

  • Utilise the Customer Notes field to inform your client of what they provided you as information. 
  • Your client might forget what they said to you over the phone, so capturing information in the notes field will help to remind them of what they’ve asked from you in relation to the quote.

 

See this feature in action:

 

Customer notes field

This feature is automatically enabled on your quote screen. You simply enter the text into the 'Customer Notes' field and it will automatically appear on the 'Quote PDF' and the 'Online Quote View'.