You can create a quote for a new client or an existing client through the web and mobile:
Step 1: Click Quotes on the sidebar menu, then click New Quote
Step 2: Enter the client name (pick an exiting or create a new one)
Step 3: Add services or line items (price, description, qty)
Step 4: Review the quote details and add quote notes if needed (optional)
Step 5: Preview the quote and send it by Email or SMS (add an attachment, choose a template, add CC)
Step 1: Tap on + and select New Quote
Step 2: Enter the client name (pick an exiting or create a new one)
Step 3: Add services or line items (price, description, qty)
Step 4: Review the quote details and add quote notes if needed (optional)
Step 5: Preview and send it by Email and/or SMS (add an attachment, choose a template, add CC)
You can convert a lead to a quote in the Jim’s Jobs Web and the Jim’s Jobs app.
Step 1: Save the lead as a client
Step 2: Click Go to Client at the right top corner of the lead details page
Step 3: On the lead tab, click Add Quote under column Action
Step 4: Enter the service price or add new services
Step 5: Click Preview & Send at the bottom of the New Quote pop-up
Step 6: Review the quote printout, then choose Send Email or SMS
Step 1: Save the lead as a client
Step 2: Tap + Quote at the bottom of the lead details page
Step 3: Enter the service price
Step 4: Tap Done on the top right corner of the lead details page
Step 5: Review the SMS and email, then tap Send
You can create a quote for GST-free quote through the web and mobile:
Step 1: Click Quotes on the sidebar menu, then click New Quote
Step 2: Enter the client name (pick an exiting or create a new one)
Step 3: Add services or line items (price, description, qty)
Step 4: Click GST and select None 0% from the dropdown
Step 5: Preview the quote and send it by Email or SMS (add an attachment, choose a template, add CC)
Step 1: Tap on + and select New Quote
Step 2: Enter the client name (pick an exiting or create a new one)
Step 3: Add services or line items (price, description, qty)
Step 4: Tap on GST and select None 0%
Step 5: Preview & send it by Email and/or SMS (add an attachment, choose a template, add CC)
On Jim’s Job Web, you can customise the General Note section of a quote template. This will apply to all quote printouts:
Step 1: On the side menu, click Settings
Step 2: Click SMS Template or Email Template
Step 3: Click EDIT Send Quote
Step 4: On the pop-up, edit then click UPDATE
If you want to tailor the Note section for a specific client, it can be added through the quote notes section of an individual quote.
You can search for a quote through the date, client and quote status filters.
There is also a search function located on the top. You can find a quote by searching the client name, services, quote number and quote notes.
A quote status shows whether the quote is active, expired, cancelled, accepted, rejected, or job added. You can change it on the Jim’s Jobs app and web.
Step 1: Click Quotes on the sidebar menu. On this page, you’ll see quotes details
Step 2: On the status column, click on the status and open the list of available statuses
Step 3: Update the status
Step 1: Tap on More on the bottom bar menu and select QUOTES
Step 2: Find the quote and click on it to edit the QUOTE
Step 3: Tap on status on the right of the quote page and change
Note: Continue to keep the quote status as "Active" will trigger quote follow-ups if the automatic quote follow-ups function has been turned on.
Step 1: On the quotes list page, hover over a quote
Step 2: Choose SMS or Email from the action icons
Step 1: Tap on More on the bottom bar menu and select QUOTES
Step 2: Find the quote
Step 3: Tap on the three dots to EDIT QUOTE
Step 4: Choose send button on the top right corner to select send options, then click Send
Quote follow-ups will allow you to get in touch with prospects when they haven't responded back to a quote you've sent them and can help you win more work with less effort.
This function will automatically send a reminder via email or SMS to the client about the quote that is still in the active status.
The settings for quote follow-ups can be found by going to the Settings > Auto Follow-Ups.
Under the section Quote Follow Up, you can find the settings for quote follow-ups. This is where you can turn this feature off/on by clicking the tick boxes and choose when the reminder is sent out.
If the quote follow-up function is enabled, automatic follow-ups are sent to prospects whose quotes are in the "Active" status.
