To send a quote for a job lead, first respond to the lead from your Inbox with a message and an optional estimate. When the scope and price are ready, send a quote from the job in Jobs. If you're unavailable for a job, use Not interested instead.
Respond to a Lead
Open your Inbox
Log in to your account dashboard and click on Inbox. On a phone or in the app, tap Inbox in the bar at the bottom of the screen.
Review the lead
Open the lead and check the details to decide whether you want to respond.
Click on Respond now
Click on Respond now to open the Respond to request form. On a phone, the form opens as its own page.
Add an estimate if you can
Enter a price in Estimate (optional), or leave it blank if you need to inspect the job or talk to the homeowner first. You can update the estimate later.
Check your message
Check or edit the text in Message. If you've saved an intro message, it's already filled in. To use a saved message instead, select one from Quick message. This replaces anything already in Message.
Send your response
Click on Send response. You'll see Response sent, and the lead moves to Jobs. Click on View job to open it there.
In Jobs, the job shows Estimated if you sent an estimate, or New if you didn't. It won't show Quoted until you send a quote.
If your listing is on Basic, you'll see Respond instead of Respond now. It takes you to choose a plan, because only a Premium listing can respond to leads.
On a Standard plan, a lead outside your radius or your target category also shows Respond. It opens Unlock Customers in your area, where you can click on Upgrade now. If your listing has no target category yet, the button reads Set target category. If your payment is overdue, Respond now opens a notice instead of the form, so pay what's owing in Billing first.
Send a Quote
When you know the scope and price, send the homeowner a quote from the job.
Open the job in Jobs
Click on Jobs and open the job. On a phone or in the app, tap Jobs in the bar at the bottom of the screen.
Click on Create quote
In the Quotes section, click on Create quote. If the job already has a quote, the button reads New quote.
Build your quote
Enter the details of your quote, then click on Review & send.
Choose how to send it
Select Text message or Email, then click on Send by SMS or Send by email. The homeowner gets a link to review the quote.
Update Your Estimate
Open the job in Jobs
Open the job from Jobs and find the Estimate section.
Add or edit the estimate
Click on Add estimate, or Edit if you've already given one, and enter the price.
Send or save it
Click on Send to customer to send the homeowner the price, or Save without sending to keep it private for now. If you've already sent an estimate, the form is called Edit estimate and the button reads Send update.
If You're Unavailable for a Job
If you're too busy or the job isn't a good fit, tell us with Not interested.
Open the lead
Open the lead from your Inbox.
Click on Not interested
Click on Not interested at the bottom of the lead. On a phone, it opens as its own page.
Choose your reasons
Select one or more reasons, such as Too busy right now or Not my type of work, then click on Next.
Decline the job
Add a note if you'd like, then click on Decline Job. If you chose Other, you need to add a note first.
Your reasons help us send you better matches. The homeowner will not see that you declined the job.
Tips for Sending Better Quotes
- Respond quickly to give yourself the best chance of winning the job.
- Call the homeowner as soon as possible after responding if their contact details are available.
- Follow up with a voicemail, text or app message if they don't answer straight away.
- Customise your message so it's relevant to the job instead of sending a generic reply.
- Highlight your business by mentioning your experience, services and any guarantees you offer.
- Check in after the job and ask the homeowner for a review if they're happy with the work.
Need Assistance?
If you have questions, contact us at support@service.com.au or call 1300 523 787. Our team is here to help!