Sending, booking, and confirming estimates are the first steps towards turning a lead into a job. Once a customer approves an estimate, you are able to add it to your dispatch calendar. You can also confirm the job before the scheduled date to ensure everything is still on track with the move and to check if any additional services or changes might be helpful / necessary.

Navigate to the estimate page for a job.

First, click the drop-down menu next to the smart action button and click Send Estimate.

Note: For leads, you must first click Create Estimate, and enter any missing details for the opportunity before an estimate can be sent. Once completed, the Send Estimate menu option will then become available.

In the pricing display drop-down options, ensure that the default display is the correct pricing type (e.g., hourly rate, etc.) that you want the customer to see. Be default, the option you've selected in your customer portal settings will show initially, but this can be adjusted for each estimate before sending it to your customer.

Note: Changing this option will only change the pricing display shown for this specific estimate—it will not change the default setting for other estimates. You can update this default as well as other account settings to customize your online estimates.

You can click Preview customer portal to view the entire estimate just as the customer will see it in the customer portal.

If you have enabled and set up deposits for your SmartMoving account, the deposit amount will show up as the default configured in your settings. If you wish to modify the amount, click the blue number to edit it.

Once the item is edited, an orange arrow will appear to signify that the deposit amount has been changed. You can click the orange arrow to go back to the original value.

Select the customer’s email and/or mobile number to send the estimate as an email and/or text message. You can also select the contact information for any additional contacts that wish to receive the estimate.

Once an estimate is sent to a customer, the smart action button will update to Book.

First, click Book (or if the smart action button does not show Book, click the drop-down menu and select Book from there).

Then, select which (if any) contacts you wish to notify of the booking, and click Yes, Proceed.

Once the job is booked, it will now appear in the dispatch calendar under the "Unscheduled" column. Your dispatcher can now assign resources to the booked job.

Note: If a job was inadvertently booked you can unbook the job by clicking the smart action button and selecting "Unbook"

Once an opportunity is booked, the smart action button will update to Confirm.

If the job is booked close to the move date, the Moving Consultant might want to go ahead and mark the job as confirmed. However, for moves that are scheduled many days in advance, you'll most likely want to leave the job unconfirmed until the moving date approaches.

Leaving the job unconfirmed will be a signal to your team to make a confirmation call as the move date approaches to confirm the customers' information one last time, be sure the move date has not changed, and potentially upsell additional services not already purchased like packing.

Note: In this case, your dispatch or customer service team will likely update the job to confirmed via the Customer Confirmation page in the SmartMoving Dispatch Module. You can view this page by going to Dispatch -> Customer Confirmation, or click here to go directly to the page.