Presentation

Once your quotes are built, pick the ones you want to show side by side.

1. Open any quote on the job and tap the action menu.
2. Tap Presentation.
3. Swipe through the quotes on the job and tap Select on each one you want to include.
4. Tap Next Step to move on to the settings.

Build each option as its own quote The presentation picks from the quotes on this job, so each option you want to show needs to be a quote on the job first.

Group your quotes under labels, give the presentation a title and description, and choose what your customer sees before you present or share it.

Label groups Details Settings

A label group puts a clear heading over each option, for example Repair, Replace and Upgrade.

1. Choose a label group from the list.
2. Drag and drop each quote into the label that suits it.

Once your settings, label groups and details are the way you want them, show your customer their options.

1. Check your label groups, details and settings, covered in the lesson before this one.
2. Tap Present Options. Your selected quotes appear side by side.
3. Talk your customer through them and let them pick.
4. Tap Accept on the option they want. That opens the acceptance window, and from there it is the usual signing process.

Accepting is covered in how to accept a quote in the Quotations module.

Not every customer can decide on the spot, or be there with you. Send the presentation and they get the same experience online, in their own time.

1. Tap Share With Client.
2. Work through the checklist for anything not finished yet.
3. Check your presentation settings.
4. Choose SMS, Email or QR code.
5. Complete anything still needed, such as your tradie signature, and check your customer's email address or mobile number.
6. Save and send.

What your customer sees They can flick between your quotes, read the detail on each one, and accept the option they want straight from the presentation.

Once your follow-up schedule is set in your configuration, the app does the chasing for you. You can switch it off for a single presentation as you share it.

1. Tap Share With Client and go to the Options step.
2. Switch Don't send follow-ups on to stop follow-ups for this presentation.

The switch works in reverse Switching it on is what stops the follow-ups. Leave it off and they go out on your usual schedule. It is the same switch as on a quote, covered in the Quotations lesson.