We've created these guides to help you get started and ensure you have the best Sibi experience. Take a look below on how to create and send an offer!
If you are looking to get started with upsells for your Offers experience, please reach out to your Client Success Manager. Connecting a Stripe account to Sibi is required. Learn more about Stripe here!
Starting an Offer
Head to the Offers page and click Create Offer.
Enter the address listed on the claim.
Once the address has been added, you can add the homeowner's contact information.
Adding a Job ID is optional. If you are connected to Sibi via API, adding a job ID will update your system.
Once the information has been added, click Start Offer.
Locating Replacement Options
On the product search page, you can search for the best replacement option to meet the homeowner's needs.
To refine the search, utilize the filters or search bar to pinpoint specific replacement options.
Filters include brand, category, color, and more.
Once you have located the replacement option, click on it to access the product detail page.
Here, you can view detailed specifications about the product or equipment you are considering, as well as information about the distribution center.
Optional: Add installation and removal services, depending on the warranty contract
Upsells: If you’re including upsells in your offers, ensure the “Include Upsells” is enabled
Click Create Offer to prepare the offer for submission to the homeowner.
Sending the Offer
Review the policy holder's contact information.
The offer will be sent to the email set as the primary contact.
Set the buyout amount — this is what the customer receives if they choose cash instead of a replacement.
If upsells were enabled for the offer, you will see the selected appliances.
Click the dropdown to see the SKU and cost breakdown.
Once the offer is prepared and ready, click Send Offer.
Alternatively, you can accept the replacement on the homeowner's behalf by clicking Select for Customer.
Tracking Your Offer
The status of an offer can be tracked on the Offers tab. Statuses include:
Preparing offer
Awaiting customer
Canceled
Expired
Buyout accepted
Order placed
If the customer accepts the offer and the order is placed, it can be tracked on the Orders tab.
You can now create an offer on Sibi! Any questions? Shoot us a message in the chat, and our support team will be there to help.