Customer Quote Requests Knowledge Base
Need to drop a button on your website to give your leads and customers the ability to request work from you? Easy, just copy the URL from your settings and you'll get notified for every new quote request and they will automatically get added to your leads screen
Need to drop a button on your website to give your leads and customers the ability to request work from you? Easy, just copy the URL from your settings and you'll get notified for every new quote request and they will automatically get added to your leads screen.
Getting Started
Navigate to your Company Settings > Payments tab. Near the bottom of the screen, you'll see a field titled "Quote Request URL." Simply copy / paste this link to anywhere on your website to give users the ability to request a quote.
The lead will be asked to provide their name, email, phone, and a few details about their request. After they submit the request, you will receive an email about their request with a link to view the request directly in JobCloser.
You may have also noticed the "Bill Pay URL" field. As an added convenience, you can use this to give your customers the ability to pay their bills directly from your website. This is just one of the many features of the JobCloser ecosystem.
What is the best way to give your crew instructions? This can be done digitally or on paper. Just navigate to your job and click the new "Add Job Instructions" link under the job description to give your crew specific instructions.
It can be easy to lose a payment in the shuffle of your daily grind, but if you're wanting to reconcile records or just see the last time a customer paid, navigate to the payment search and filter by customer, method, or status
Tracking your team's performance and checklists can seem like an impossible task somedays. Now let your installers mark their work complete directly from the field. They can even add notes and specify the material that were installed
First impressions are everything and how you communicate with your prospect customers can improve your closing ratios. JobCloser gives you the ability to build beautiful quotes that can be emailed, texted, or stuffed in an envelope
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