Create New Quotations/Job Estimations
Technicians can create and manage quotations directly from the DreamzFSM mobile app. A quotation allows you to provide a detailed cost estimation to a customer before work begins, covering services, labour, miscellaneous costs, and more. Once approved by the customer, the quotation can be converted into a job with ease.
Overview
The Quotations feature in DreamzFSM enables technicians to generate professional job estimations on the go. Quotations can include full customer details, itemised services, labour and miscellaneous costs, signatory information, and notes. Email notifications keep both the admin and customer informed, and quotations can be previewed before saving. Once approved, they are easily accessible from the More > Quotation menu.
Here are some reference videos:
How to Create a New Quotation
Step 1 – Open the Quotation Form
From the footer menu, tap the plus (+) icon and choose Quotation to open the new quotation form.
Step 2 – Enter Quotation Details
Fill in all required details for the quotation, including:
- Quotation Code
- Quotation Date
- Status
- Customer Details
- Services
- Miscellaneous Cost
- Labour Cost
- Signatory name and date
- Notes and any additional information
Step 3 – Enable Email Notifications
Email notifications will notify the admin and customer about the new quotation. The quotation will also be displayed in the customer panel if the relevant checkboxes are checked.
Step 4 – Preview and Save the Quotation
Once all the information has been entered, preview the quotation to review it before saving. Then tap Save to store the quotation in the system.
Step 5 – Customer Approval
If a customer approves the quotation before the expiry date, the facility can be availed with ease.
Step 6 – View and Manage Quotations
From More > Quotation, you can view the full list of quotations. From this screen you can:
- View quotations individually.
- Add new quotations.
- Approve quotations on behalf of the customer.
Tips for Creating Quotations
- Always double-check the customer details when creating a quotation to ensure the correct customer is linked and that notifications are sent to the right person.
- Use the Preview option before saving to review the quotation layout and verify all costs, services, and details are correct before sending it to the customer.
- Enable the email notification checkboxes to automatically keep both the admin and customer informed as soon as a quotation is created.
- Set a realistic expiry date on the quotation to encourage customers to approve promptly and avoid delays in scheduling the work.
- Use More > Quotation regularly to monitor outstanding quotations and follow up on any that are pending customer approval before they expire.
Frequently Asked Questions
How do I create a new quotation from the mobile app?
From the footer menu, tap the plus (+) icon and select Quotation. Fill in all required details including customer information, services, costs, and notes, then preview and save the quotation.
Will the customer be notified when a quotation is created?
Yes. If the email notification checkboxes are enabled, both the admin and the customer will receive an email notification when the quotation is created. The quotation will also appear in the customer panel.
Can I preview the quotation before saving it?
Yes. Once all details have been entered, you can use the Preview option to review the quotation before saving it to ensure everything is accurate and professionally presented.
What happens when a customer approves a quotation?
If the customer approves the quotation before its expiry date, the facility can be availed with ease and the job can proceed. Approved quotations are visible and manageable from More > Quotation.
Where can I view and manage all quotations?
Navigate to More > Quotation from the mobile app to view the full list of quotations. From here you can view individual quotations, create new ones, and approve pending quotations.
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