Give them three prices. Let them pick one.
Put up to three options on one quote, like good, better and best. Your customer compares them on their phone and accepts one. The job and the invoice use the option they chose, so nothing is retyped.
What it does
Up to three options
Each with its own lines and total, tax included.
They pick on their phone
On the quote link or in Crewbird Pass.
Chosen by phone?
Record the choice yourself, with a short note.
It follows through
Jobs and invoices from the quote use the chosen option, and visits show its name.
Change it with a new version
Edit a sent quote for a new numbered draft. The old one stays, marked Replaced.
Your assistant knows
A connected assistant sees the options and can record the one chosen, with your OK.
How it goes
- Build the first option from your price book.
- Add a better and a best.
- Send the link by text or email.
- They pick one and accept. Turn it into a job.
Questions
Do I have to use options?
No. A quote with one set of lines works as it always has.
What happens to the old link after a new version?
It shows the old quote marked Replaced, and leads to the new one once you send it.