B2B Customer approves quote (SOP)

A customer can approve a quote via the webform in Customer Support, email or phone.

When a quote is approved

1. Create booking from quote in AP using preferred service date & earliest start time

1. Enter alternative date and time options in special instructions
2. Use macro: Customer confirm B2B quote approved and ensure the price is entered

2. Find associated cleaner or potential cleaners in AP

1. Copy email address(es)
2. Use macro: Request for B2B Job to SP and include details before sending

    

3. If Cleaner replies YES to any of the dates / times proposed

1. 1. Update booking in AP with service date / time

   2. Use macro Customer confirm B2B job → ticket is solved

If cleaner REPLIES NO or NO REPLY then escalate to Level 3