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Getting Started for Home Warranty: How to Create and Send an Offer
Getting Started for Home Warranty: How to Create and Send an Offer

How to create and send an offer

Laura Cooper avatar
Written by Laura Cooper
Updated over 6 months ago

Weโ€™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!

๐Ÿš€ 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.

๐Ÿ›’ 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 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.

  • Click Create Offer to prepare the offer for submission to the homeowner.

๐Ÿ“จ Sending/Accepting the Offer

  • Once the replacement option has been selected, you can send the homeowner a personalized decision email.

  • If you are setting a buyout amount, you can edit it by clicking the pencil next to the Buyout Price.

  • Click on Send Offer to send the decision email.

    • Alternatively, you can accept the replacement on the homeowner's behalf by clicking Select for Customer.

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.

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