Building the quote materials
Enter the quantity of how many chips need to be repaired
Chip1 / Chip2 / Chip3 / Chip4
Tip: If an item is not required for the job, remove the line item. Only include the options that apply to the customer's job.
Tip: If an item is not required for the job, remove the line item. Only include the options that apply to the customer's job.
Once the quote has been prepared, review each line item to ensure all calculations are accurate.
Approve the quote and email this to the insurance provider using the "Quote Auto" email template. You must put the claim number or the policy number in the subject line. Change the tradify job status to "Scheduled".
If the customer has no insurance, get their verbal acceptance and accept the quote manually. Change the tradify job status to "Scheduled".
On completion of the repair, create an invoice for the full amount from the quote. If additional chips have been repaired, add this to the invoice and update the description field with the amount of chips actually repaired. Please check you have coded the line item on the invoice to the right account code (41500 - Chip Repairs (41500) otherwise this defaults to account code: 42000 - Materials (42000).
Email this invoice to the insurance provider using the "Invoice" template. You must put the claim number or the policy number in the subject line.
Customers without insurance will pay using the eftpos machine or cash. Add the payment on the invoice and hit the save and continue button. Change the job status to "Post invoice Email".
Our sales aftercare process consists of a simple follow-up email requesting a customer review. Please send an email using the standard "Review Email" or "Review Email - Giveaway" email template during promotional times. This allows us to gather valuable feedback, measure customer satisfaction, and build trust with future customers, while keeping post-sale communication minimal and non-intrusive. Change the job status to "Completed."