You can create quotes in SortScape and send them to your customers. SortScape makes it easy to send quotes and track their progress after you've sent them to your customers. Once a quote is accepted, you can schedule the work in the click of a button.
Creating a Quote
You can create quotes from a few places inside of SortScape. The primary way is to:
Navigate to the Quotes screen
Click "New Quote"
Select the property you want to quote for
Set the quote date and expiry date
Add your line items with descriptions and prices
Add any notes or special instructions
Save the quote as a draft or send it immediately
Sending Quotes to Clients
You can also set a quote to be sent immediately upon it getting created.
To email a quote
Check the "Email Quote" box when creating/editing the quote
SortScape will send the quote using the default "new quote" email template found here.
The client will receive a professional-looking PDF quote attached to the email.
The client can also view and accept the quote through a secure link.
To send the quote by text message
Check the "SMS Quote" box when creating/editing the quote
The system sends a text message with a secure link to view the quote
SortScape will use the default "new quote" sms template found here.
Clients can view and accept the quote directly from their phone or computer
You can also send quotes after they have been created.
Accepting Quotes
Clients can accept the quote themselves once it's been sent to them. Here's how it works:
The client receives the quote via email or SMS
They click the secure link to view the quote
They click the "Accept quote" button
When the client clicks the "accept quote" button then all administrators will receive an email letting them know the quote has been accepted. Administrators can optionally unsubscribe from this email.
You can also click the quote as accepted yourself.
Tracking quote status
SortScape allows you to track all quotes through their lifecycle. To view quotes and their statuses, please visit the quotes screen.
Quotes will show as having the status:
Draft - hasn't yet been sent to the customer.
Sent - has been sent to customer and waiting on a response.
Accepted - quote has been accepted by the customer and needs to have the work scheduled
Declined - customer has declined the quote. No further action needed.
Scheduled - quote has been accepted and quoted work has been scheduled.
The primary "green" button on the quote will change based on the quote status in anticipation of the next action required. For example, a quote with the "draft" status will have a green button saying "send quote." You can always change the quote status by editing the quote.
Scheduling Visits from Accepted Quotes
Once a quote is accepted, you can easily schedule the work by:
Opening the accepted quote
Clicking the "Schedule visit" button
Choose whether to schedule a one-off visit or a repeating visit.
Set your preferred dates and times and create the visit
If you have the new visit invoice settings feature (customers who signed up since October 2024) then any line items from the quote will automatically get added to to the visit.