Quote Requests
Opening the quote requests list
Section titled “Opening the quote requests list”- In the sidebar, click Quotes.
- Click Requests (or the main “Quotes” link if that’s how your menu is set up).
You’ll see a list of quote requests. Each row usually shows things like the customer name, date, status, quote value, follow-up count, and next follow-up date.
Finding a request
Section titled “Finding a request”Use the filters at the top of the list (if your company has them) to narrow by:
- Date range — When the request was created or updated.
- Status — e.g. draft, sent, approved, declined, closed.
- Customer or job — Client name or job reference.
You can also use search if your screen has a search box (e.g. by client name or reference). Sort by column (date, status, value) to find the requests you need.
What each column means
Section titled “What each column means”| Column | Description |
|---|---|
| Client | Customer linked to the request. |
| Date | Usually created or last updated. |
| Status | Draft, Sent, Approved, Declined, Closed, Not Unique, etc. See Statuses below. |
| Value | Quote total (may be primary option or highest). |
| Follow-ups | Number of logged follow-ups. |
| Next follow-up | Next scheduled follow-up date — useful for prioritising callbacks. |
Opening a quote request
Section titled “Opening a quote request”Click a row (or the View / Open action) to open that quote request. From the detail page you can:
- See full details and the quote options (lines, totals).
- Edit the quote (add or remove services, materials, labour).
- Send the quote to the customer.
- Add notes or schedule and log follow-ups.
- View or attach documents.
Statuses
Section titled “Statuses”| Status | Meaning |
|---|---|
| Draft | The request is being built and hasn’t been sent to a customer. |
| Sent | The quote has been sent for review. |
| Approved | The customer accepted at least one option. |
| Declined | The customer rejected the quote. |
| Pending | Awaiting an action from the team or customer. |
| Not Unique | Marked as a duplicate of another quote request — counted separately on the technician scorecard so it doesn’t inflate or deflate conversion stats. |
| Closed | Manually closed; no further action expected. |
Referring a request to another technician
Section titled “Referring a request to another technician”When a quote request needs to be picked up by a different lead technician (for example because the original tech is unavailable, or the work belongs to another trade), use the Set lead action on the request detail page.
- Open the quote request.
- Click Set lead in the header actions.
- In the Set lead technician dialog, choose the new technician and add an optional note.
- Confirm. A new linked quote request is created for the new lead, and the original is updated to show the referral.
The original request shows a Referred to card with a link to the new request, and the new request shows a Linked quote requests card with a link back. This makes the chain of handoffs visible from either side.