Gallery – Quotescope

Admin Area

The administrator is able to view/edit/delete/and process quotes which have been generated by sales personnel using the Quotescope system.

The Dashboard displays ALL quotes which admin can manage — Dashboard

Admins can add a customer from the dashboard for annual maintenance — Add Customer

Set the following years service due date — Annual Service

Admin tools for managing customers from dashboard — Customer Dropdown

Quickly review/edit customers details from the dashboard — Edit Customer

Detailed home audit for preparing quotation for customer — Edit Quote

Manage brands and boiler models - dynamic addition posssible — Manage Boilers

View/edit/delete and manage all customers — Manage Customers

Edit and resend quotes to customers — Resend Quote

View all past service dates and engineer notes — Service Dates

Control user access and define their role — Dashboard Users

Manage quotes and assign to engineers — Dashboard Menu

Sales Area

The sales personnel is responsible for visiting customer homes and generating quotes on the system, which are sent to customers for approval/decline and admins to view/manage. Once customers approve, admins can assign jobs to engineers for installation/maintenance.

Overview of in process and active customer quotes — Sales Dashboard

Sales personell can make changes to customer details — Edit Customer

Sales personell can easily view pending and approved and declined customer quotes — Quote Status

Sales personell can prepare quotes in advance of visiting customer — New Quote Setup

Sales personell can process quote at customer premises — Process Quote

Sales can define customer contact information and installation info — Customer Details

Sales can define the current system in operation — Current System

Sales can assign notes for admin, customer and engineer — Notes

Sales can create customer quote and optionally 2nd / 3rd option — System Quote Option 1

Sales personell can define a second pricing option — System Quote Option 2

Sales personell can define a third pricing option — System Quote Option 3

Salesmen can define the property sepcifics for water supply — Water Supply

Sales can define requirements for electrical supply — Electrical Supply

Sales personell can define any nescessary building requirements — Remedial Work

Sales can define loft access notes for others to see — Loft Access

Sales can define health and safety standards — Health Safety

Sales personell can take photos of job requirements — Photos

Engineer Area

One admin can pass confirmed jobs to engineers. The engineer is notified by email and can access specific job information from their own version of the app. They can add notes and confirm when the job is complete, which sets the installation date on the system.

Engineers can view the customer install address and contact information — Engineer – Customer Details

Engineers can view notes on the currently installed system being replaced — Current System

Any notes added by admin or salesman are visible by the engineer — Job Notes

Any notes added by salesman is viewable by the engineer - Read only access — Water Supply

Any Electrical information added by salesman is viewable by the engineer - Read only access — Electrical Supply

Any remedial work required is viewable by the engineer - Read only access — Remedial Work

Engineer knows what to expect before they arrive at a job — Loft Access

No surprises when the engineer visits to complete a job — Health & Safety

The engineer can see photos of the current system before arriving — Photos

Engineers are informed by email when new jobs come in. Dashboard confirms jobs. — Engineer Dashboard

Engineers can view jobs, customers and confirm once a job is completed — Management Menu

If an engineer needs to contact customer, information is on hand — View Customer

Customer Facility

Customers will receive a formal quotation from the system, branded to your company. They can view the quote, check the details and accept it, decline it or do nothing (which lapses the quote within 7 days).

*screen shots coming soon + video of system working