Efficiency is key in our Sera tech app. With a seamless quote-building process, technicians can create quotes quickly, ensuring they complete the job and move on to the next one without delay!
To build a quote in the Sera tech app, the technician has to mark that they've arrived at the property.
Note: If you are unable to build a quote in Sera, check to make sure you've told the app you've arrived. Go back to the Map page and select Finish Trip.
Once the technician has arrived, they can begin building a quote. Navigate to the Quotes tab. To build a new quote, select + New Quote.
Add a quote name and a quote summary. Quote summaries will carry over to the invoice. By default, a technician is always quoting the membership price - we recommend adding a membership to every quote if that customer is not yet a member. If a technician needs to quote the nonmember price, they would click the arrow to toggle between member and nonmember price.
Add line items by selecting Add Line Items. Line items can be searched for, or found by selecting categories in the pricebook. Some line items include upgrades and add-ons - select these to add them to the quote.
Note: technicians cannot change pricing in the field. If pricing needs to be adjusted, contact your office to change the pricing on your behalf.
For more information on strategies for effective quoting, read our article on Quoting Process Tips & Tricks.
A promo code can be added to a quote as well. Promo Codes are prepopulated discount codes that an admin has placed into the system. Only one promo code can be applied to a quote. Common promo quote uses are a discount for veterans, teachers, or anyone over 55.
When finished, select Done. Quotes are not automatically visible to customers; technicians need to propose the quotes. If a quote is in draft status, select the three-dot action menu and select Propose. This will move the quote to an open status.
When ready to present to a customer, select Present. The technician can go over all the options available. If a customer wants to move forward with work, have them sign the bottom of a quote. This will turn the signed quote into an invoice.
When a customer decides not to proceed with a quote, the technician should take action or follow up accordingly; no quotes should be left in the Open status. Technicians can either decline or achieve the open quote. Technicians should decline quotes that the customer will need to view again, but archive anything they will not need to view again. Technicians can remove quotes from archived and declined if needed.