How do I record that the customer accepted?
- On the link, the customer picks one option, types their name, ticks that they agree and presses Accept. Or they press Decline and say why.
- If they say yes by phone, email or in person, open the quote and press Mark accepted. On a quote not yet sent it is in More. Pick the option, who said yes, the day and how, then Save.
- A no works the same way: More, then Mark declined, with the reason.
- The quote then shows a green Accepted chip and a line such as Option A accepted by Mei Lin, online, 18 Oct. The first answer stands: a second one is refused and says who answered first.
Worth knowing
Press Book it on an accepted quote to make the job and book its first visit. Once booked, the quote shows Open the job.