Here's how you can schedule an estimate appointment for a contact in your ZenMaid and send them the estimate information as well.
This process is for setting up an estimate appointment where you are telling your contact when you'll be there for their in-house walkthrough.
It is also the same process as sending a quote/estimate email where there will be no walkthrough, while also holding the date/time the customer requests for their actual cleaning appointment.
Here is how to do both:
Create a new customer.
Create a new appointment for them with the scheduled date and time of the walkthrough. Add specifics to the custom fields if you would like, plus add their estimated price.
On the appointment status dropdown, change the appointment status from Active to Estimate if the appointment is an in-house walkthrough.
If you are only emailing a quote, on the appointment status dropdown, change the appointment status from Active to Standby.
More About Estimate Appointment Status
If the Estimate status is not in the list, you will need to create that by going to Settings > Calendar.
Under the Advanced Settings section, locate Appointment Statuses at the bottom right of the page.
Create a new status and name it as Estimate.
Click the O + sign, and in the drop-down, select "Show by default in Calendar" & "Use to calculate scheduling conflicts".
To keep the customer status as a 'LEAD', the settings that need to be turned off are the work order, payroll, revenue, & late clock in/out. Any customer who has a walkthrough without an actual cleaning appointment will remain as a 'Lead' until an Active appointment is scheduled.
If you still need these appointments generated in a work order, you can manually send the work order email. This setting just turns off the automatic work order for any appointment with the Walk-Through status.
Be sure to drag the Estimate status under the Active status by using the tiny up/down arrows. This way, Active will always be the default when creating an appointment.
Estimate Email/Estimate Appointment Confirmation
To send the Estimate email or an Estimate Appointment Confirmation, go back to the appointment you created and click on the Actions button. Select Send Email.
A mini window will pop up. Select the email template Estimate Confirmation from the drop-down options. Click the Generate Email button.
Review and edit the email.
For Estimate Appointments - You'll want to include the date, time, and confirm the address.
For Quotes/Estimates - Change the script to include the price and what all would be included in their service. See below for a list of wildcards to auto-populate.
Click the Send Email button at the end of the window.
If you'd like to send an estimate without creating an appointment, you may follow the instructions in this process:
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Updated by Mina on 02/04/2020.