Quote Management is where you respond to referrals from realtors. When a realtor recommends you to their client, it appears here as a quote request. Respond quickly with competitive, detailed quotes to win the job. Track all quotes through the pipeline from request to conversion.
Click on a quote request to view full details: citizen contact info, service needed, timeline, budget, and realtor notes.
Create a detailed quote including scope of work, pricing breakdown, timeline, and terms. Add photos or documents if helpful.
Submit your quote through the platform. The citizen receives it immediately and can accept, decline, or request modifications.
If no response within 2-3 days, send a follow-up message. Be professional and helpful, not pushy.
If you win the job, mark the quote as 'Converted' and complete the work. If you lose, review feedback to improve future quotes.
Ensure all required fields are complete. Check that pricing is entered correctly and files are under size limits.
They may be comparing multiple quotes. Follow up professionally after 2-3 days. Don't spam with multiple messages.
Review your pricing competitiveness, response time, and quote detail level. Consider offering free consultations or estimates.