The Search tab allows you to perform internal searches. This feature is often used when a customer calls you on the phone or requests a quote in person.
To begin a search, type in an address in the search bar and select the address from the drop-down. If you have the Snow feature enabled in the Integrations tab, you will need to select between Lawn and Snow.
While the AI is measuring the property, you have the option to fill out the customer's information in the bottom left corner. This is also where the Internal Sources you created in the Branding tab will display.
When the measurement is complete, adjust the measurement using the tools on the right side as needed. When you are done, click Continue.
Then select the Services and Packages you want to add to the quote. When you have added everything you want to send out, click Continue.
This will lead to the Estimate Summary page with the customer's contact information. Here, you can add internal notes including any documents, and choose the email template you would like to send to the customer (as detailed in the Marketing tab section). After you have finished, click Send Estimate.
Sending and Closing Quotes
Clicking Send Estimate will email the estimate to the customer and generate a shareable link. If you are in person and want to close the sale right away, you can choose "Open Quote in new tab" to bring the customer directly to the Checkout page — the same destination the emailed link would take them to.
The link will open to your Company's logo at the top, a picture of the measurement, and the Order Summary. The customer will go through the normal checkout steps: agreeing to Terms & Conditions, answering any questions, selecting a payment option, and then confirming the order.
To note: every time an address is searched within the Search tab, including repeat addresses, it counts as a search towards your monthly total. This is different from the Storefront Widget, where repeat addresses do not count as additional searches.