Capture Quote Lifecycle

This article offers a detailed look at the Capture app, outlining the five stages that a quote can go through within the app. Each stage is explained thoroughly to provide a clear understanding of how a job progresses from beginning to end.

App Overview

Quote Lifecycle

1. Lead

At the outset, you have the opportunity to gather essential information about your potential customer without committing to a full quote. This step includes capturing important details like the customer's name, contact information, and any specific notes. At this stage, your focus is on collecting information rather than creating a quote.

2. In Progress

During this phase, the quote is generated. In the "In Progress" stage, you will begin constructing the quote by including the necessary window furnishings. This is the stage where you tailor the quote to fulfil the customer's requirements. It is crucial to enter all the necessary details accurately to present a clear and precise estimate.

3. Quoted

After adding all the necessary items and details, save the quote as "Quoted." This stage signifies that the quote is fully prepared and awaiting review. Send the quote to the customer for their consideration, and don't forget to set follow-up dates for further communication.

4. Accepted

Congratulations! Once the customer has agreed to proceed with the quote, you can park it in the "Accepted" stage until you are fully prepared to submit it to the Capture team for fulfilment. Reasons for not being ready could include waiting for payment from the customer or needing site contact information.

5. Ordered

After verifying all the details, you can send your quote to the Capture team for processing, and initiating the order fulfillment. It is essential to double-check for accuracy and completeness to ensure a smooth fulfilment process. The Capture team will keep you updated on the progress as the job moves through the fulfillment stages.