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 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.
If you are wanting to offer the homeowner an upsell opportunity, ensure the Include Upsells toggle is on.
Click Create Offer to prepare the offer for submission to the homeowner.
📨 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.