STR Cleaner provides a quote (SOP)
Many services require a quote before booking. This quote is sent to the customer for approval before the booking is made. Cleaners can provide quotes via a web form in Supplier Support or by email.
When a cleaner provides a quote
1. Create quote in AP using preferred service date & earliest start time
- Enter alternative date and time options in special instructions
- Price service based on information from cleaner
- Copy booking ID in AP
2. Once price is finalised
- Send quote in AP
- Paste booking ID into support form
- Use macro: STR Confirm quote sent to PM → ticket is solved