How to Quote a Split System in the Cooledge Web Portal
Build a split system quote in the Cooledge web portal and email it to your customer. Then watch them accept it online.
- Start a new split system quote
- Pick your customer and the unit from the catalogue
- Set the install and the power supply
- See your estimated profit before you send (owners and admins only)
- Send the quote by email
- Your customer accepts online and picks how to pay the deposit
Chapters
Transcript
In this video you'll build a split system quote in Cooledge and send it to your customer. Then you'll watch them accept it online. This is your dashboard. It shows your day at a glance, with your quotes, jobs and invoices along the top. Everything in this video happens in the web portal, so you can follow along at your desk. First, start a new quote. Open Quotes from the menu on the left.
This list holds every quote you've sent, with its status and total. Click New Quote. Cooledge asks what kind of quote you're building, so the form only shows the fields that job needs. For a single wall unit, choose Split System. Next, pick the customer and the unit.
Start typing your customer's name. Cooledge searches as you type, so you pick the customer you already have instead of adding them twice. Pick Rhys. His email, phone and site address come across onto the quote straight away. Now choose the unit. Click Select Unit to open the catalogue. Search by brand, model or capacity. Every unit shows its price, so you can compare as you go. Pick the Daikin Cora. The unit, its capacity and its price drop straight into the quote. The pricing summary on the right updates as you go. Then set up the install and check your price.
The installation details start with sensible defaults, like pipe length, trunking and drain type. Change any of them to suit the site. Power supply is the one field you always set yourself. This job needs a new dedicated circuit. Choose it and the electrical cost is added to the price for you. Down the side you can see your estimated profit on this quote before you send it. Only owners and admins see this. Now send it to your customer.
Click Save and Send to Customer. Cooledge saves the quote and opens the send screen, with the email already written and the quote ready to preview. Check the message, then click Send email. The quote is marked as sent and you can see exactly when it went out. Finally, here's what your customer sees.
Rhys opens the link on his phone. He sees your logo, his address, the unit and the price, laid out clearly. He ticks the option he wants. Then he agrees to your terms and conditions. One tap on Accept Quote and the job is his. Cooledge works out the deposit from your payment terms. He chooses how he'll pay the deposit. And he's done. He gets your payment details on screen. You get a quote marked as accepted. That's a quote built, sent and accepted. Find more Cooledge tutorials on our channel.