Record a quote the customer declines

If the customer decides not to go ahead while you’re showing them a quote, record it there. The quote is marked declined, with their reason if they give one, and the office is told straight away so nobody keeps chasing it.

Who can do this

Field members, on jobs they’re on. Owners. Staff whose Team has Accept a quote in person. Needs a connection.

1. Present the quote — On the job, under Quotes to present, press Present. See Present a quote and take the customer’s signature.
2. Decline — Press Decline at the bottom.
3. Check the details — A sheet titled Decline quote says who is declining which quote for what total, and that your office is told straight away.
4. Add a reason (optional) — In Reason (optional), note why, for example the price or the timing.
5. Confirm — Press Decline quote. Cancel goes back to the quote.

What happens next

The quote is recorded as declined, with the reason as its comment, and the office gets a notification. The quote leaves Quotes to present on the job.

With no signal

Declining can’t be saved offline. The sheet says “Needs a connection — declining can’t be saved offline.” Move somewhere with signal and try again.

If it doesn’t save

You see “Couldn’t record the decline” and “Nothing was saved. Try again.”

Caution

If the office has already changed the quote, or the customer answered it another way, the app says “This quote was already answered” — “Go back to the job to see what’s changed.”

Danger

A declined quote can’t be accepted afterwards from the phone. If the customer changes their mind, your office can send them a revised quote.