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

JobCloser Customer Quote Requests

Posted by Mark Hardin on 10/22/2018

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.

Customer Quote Requests
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