quotes
Before a call or a field service quote, ask what a customer has bought. Their sales are read from Cin7, with the products, quantities and the last price. Ask for the quote and it's raised in BigChange at that price, then emailed to the customer from Outlook.
Cin7how it runs
Brookfield FM are on the phone on Monday. This is the orders behind the answer, the quote at the last price, and the email to Nadia Walsh.
01
Behind the question, 9 orders since April are grouped. £6,180, and the UPS3 was £142 last time.
The last price, not a guess
02
The last price, £142, is read from Cin7, and QUO/7535 is raised in BigChange: 6 UPS3 pumps, £852 + VAT, under Dan's £1,000 limit.
Same price as the last order
03
QUO/7535 goes to Nadia Walsh: £852 + VAT, £1,022.40 in all.
At the price they already paid
01
Orders grouped
Behind the question, 9 orders since April are grouped. £6,180, and the UPS3 was £142 last time.
The last price, not a guess
before and after
Brookfield FM on the phone at 14:10 on Monday 12/10, asking for 6 UPS3 pumps.
The history
Without Centrus: Old orders opened one by one
With Centrus: 9 orders since April, £6,180
The price
Without Centrus: Whatever was charged last year
With Centrus: £142, the price on 29/09
The quote
Without Centrus: Retyped from the last invoice
With Centrus: QUO/7535 at that price, £852 + VAT
Sending
Without Centrus: Waits until the call is over
With Centrus: Emailed to Nadia Walsh the same afternoon
keep going
Priced from your rate card, sent the same day, chased until they land.
Centrus AIin the 30 minutes
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