The pipeline at a glance
Open the Quote Desk to see every quote, grouped by status:| Lane | What’s there |
|---|---|
| Needs you | Quotes held for your approval. Oldest first — the longest-held job is on top. |
| Being quoted | New requests the agent is working on, or quotes ready for you to price manually. |
| Quoted, waiting on customer | Quotes sent to the customer, awaiting their response. Shows expiry countdown. |
| Deposited — needs scheduling | The customer paid a deposit but hasn’t picked a slot. Re-share the scheduling link. |
| Deposited & booked | Deposit paid, slot booked. The job is on your Bays. |
| Completed — awaiting payment | Job done, balance link sent but not yet paid. |
| Closed | Fully paid, expired, or declined. |
Approve a held quote
When a quote lands in Needs you, the approval card shows everything you need on one screen: photos, the vehicle, the suggested price range, and why it was held. An agent note explains the hold reason — for example, “Over your $3,500 approval threshold” or “Matte / satin factory paint needs your review.”Review the quote
Check the photos, the vehicle, the price range, and the agent’s note about why it was held. Click the vehicle name to open the full detail page if you need the price derivation or conversation history.
Adjust a held quote’s price
If the suggested price isn’t right, you can change it before sending.Click Adjust price
On the approval card, click Adjust price. Two dollar fields appear — low and high — pre-filled with the agent’s suggested range.
Enter your price
Type the low and high amounts you want to quote. The high must be greater than or equal to the low.
Add a reason (optional)
Type a short note explaining the adjustment. This is for your records — the customer sees the price, not the reason.
Decline a quote
When a job isn’t one you want to take — wrong fit, no capacity, or you’d rather handle it in person — decline it.
Declining doesn’t end the conversation — it hands it back to you. The customer stays in your Garage and you can reach out directly.
Price a quote manually
Some quotes arrive without a price — either the agent couldn’t identify the vehicle and service confidently, or the package is set to Never auto-quote in your price book. These appear in Being quoted and show a Price this quote panel when you open them.Select the vehicle class and package
Use the Vehicle class, Service, and Package dropdowns to match what the customer is asking for. If the service has product lines (like gloss vs. stealth PPF), pick one from the Product line dropdown.
Check applicable conditions
If any condition modifiers apply (heavy paint correction, oversized vehicle, matte paint), check the boxes. The preview updates instantly.
Review the preview
The Customer sees box shows the exact price range and how it was derived — the same calculation the agent uses.
What you see on a quote’s detail page
Click any quote in the pipeline to open its detail page. You’ll see:- Photos the customer sent, with the vehicle identification.
- Price derivation — a line-by-line breakdown showing how the range was computed from your price book (base price, product line adjustment, modifier surcharges, rounding).
- Conversation link — jump to the full thread in your Inbox.
- Delivery date — if the customer mentioned a deadline, it appears with an urgency tag.
- Payments — deposit and balance records, with refund actions when applicable.
- Decision actions — approve, adjust, or decline (when the quote is held).
- Scheduling link — re-share the slot picker when a deposited job needs scheduling.
- Complete job panel — mark the job done and collect the balance (when deposited or completed).
Next steps
Deposits and scheduling
How a customer pays a deposit and picks their slot from the quote link.
Balance and final payment
Collecting the remaining balance when the job is done.