quotes
After a field service survey, send a voice note from the van. The opportunity moves to the next stage in GoHighLevel, the note is logged, and a task is set for the day you said. On that day the task names the quote to send, and it's emailed to the customer from Outlook.
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GoHighLevelhow it runs
Sarah finishes the Northgate LED survey on Thursday. This is the stage moving, the quote ready on Friday, and the email to Paul.
01
Behind the voice note, Northgate LED moves to Survey done, and Friday's task is to send QUO/7405.
Updated the same afternoon
02
On Friday the quote is ready: 12 LED panels, £894 + VAT, £1,072.80 in all.
Under £1,000, so no extra approval
03
QUO/7405 goes to Paul Grant the morning after the survey, at the price on the quote.
Sent the day she said
01
The stage moves
Behind the voice note, Northgate LED moves to Survey done, and Friday's task is to send QUO/7405.
Updated the same afternoon
before and after
Sarah's Northgate Offices LED survey with Paul Grant, finished at 14:20 on Thursday 15/10.
The stage
Without Centrus: Updated on Monday, from memory
With Centrus: Moved to Survey done from the van
The note
Without Centrus: Written up back at the office
With Centrus: Logged on the opportunity
The task
Without Centrus: A reminder someone might set
With Centrus: Send QUO/7405 on Friday 16/10
The quote
Without Centrus: Typed up the following week
With Centrus: Emailed to Paul Grant on Friday morning
keep going
Priced from your rate card, sent the same day, chased until they land.
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