Estimates and Quotes

Q: Can I send estimates and quotes to customers using SendWork?

A: Yes, you can send estimates and quotes to customers via your Owner or Manager control panels. This helps streamline your communication process and provides a professional appearance for your business.

Q: Can a quote be converted into a deposit payment request?

A: Yes, depending on the criteria you have set, a quote can be converted into a deposit payment request prior to dispatching a staff worker. This ensures that you receive a portion of the payment before the work begins.

Q: Can I send a staff member to assess the work before providing a final quote?

A: Absolutely. You can send a formal notification to the customer that a staff member will come out to assess the work and provide a more accurate quote after the inspection. This allows you to gather all the necessary information before agreeing on a final amount for the task.

Q: How do I set the criteria for estimates and quotes?

A: You can customize the criteria for estimates and quotes within your Owner or Manager control panels, allowing you to adjust the process according to your business’s specific needs and preferences.

Q: Are there any features to help with quote follow-ups?

A: Yes, SendWork provides you with the tools to easily follow up on sent estimates and quotes, helping you stay organized and maintain clear communication with your customers.

Q: Can I track the status of estimates and quotes?

A: Yes, you can track the status of estimates and quotes within SendWork, providing you with real-time updates and ensuring that you stay informed about the progress of each job.

Conclusion:

SendWork makes it easy to manage estimates and quotes, ensuring that your business runs smoothly and that you maintain a professional image with your customers. With our user-friendly control panels, customizable criteria, and real-time tracking, you can confidently provide accurate quotes and manage your jobs efficiently.