You can generate a stored quote on a customers account by following the exact same process as if you were going to place a new booking in the "Bookings" > "Create" section.
Once you have filled out all the information and generated a quote (whether automatic or modified), you must then click "Cancel Booking" instead of create booking.
Upon hitting Cancel Booking, you will get the following buttons, hit the appropriate reason for cancelling the booking. Any button listed below will allow you to generate a price quote to send to the customer via email or SMS, however in this example, we are selecting "Quote Request".
Upon hitting this button, you will then be sent to a page that looks very similar to the booking view page, except for the fact this says at the top "Booking Quote" and has very different action buttons compared to a normal job. The action buttons are limited to three, these are "Copy Job", "Email Quote", and "SMS Quote". This is shown below:
If a customer calls and you wish to continue to book a previously rejected ride, hit "Copy Job" as you would do an existing booking, this will work in the exact same way as the current active bookings copy job feature does. Please however be aware that airport flight numbers, and recurring job information is not stored, the only information logged from the booking form is:
- Address Information
- Pricing Information
- Customers Contact Information and Client Account
- Passengers, Cases, Wheelchair Accessible, and Vehicle Preference.
- Job Notes
Some clients have used the notes field to log other important information as the clients are unable to see the content of the notes field. Such information could include up sell information or reasons for not proceeding.
If a client calls back to proceed with a previously rejected booking or quote request, you can retrieve these in the "Quotes" page. Find the customers account and hit the Reject ID to load the same screen as above.