How to Quote a Split System on Your Phone with the Cooledge App
Build a split system quote in the Cooledge app while you're still on site. Send it before you leave the job, then watch your customer accept it on their phone.
- Start a new quote from the plus button
- Choose the unit from the catalogue
- Set up the install and the power supply
- Add your customer from your recent list
- Generate the quote and send it by email
- Your customer accepts and picks how to pay the deposit
Chapters
Transcript
In this video you'll build a split system quote on your phone and send it before you leave the job. Then you'll watch your customer accept it. This is the Cooledge app. Home shows your jobs, what you're owed and what's happened lately. Everything in this video happens on your phone, standing in the customer's house.
First, start a new quote. Tap the plus button in the corner. It's on most screens, so a new quote is always one tap away. Tap New Quote. Choose the kind of job. For a single wall unit, that's Split System. Each type only asks for what that job needs. Next, choose the unit and set up the install.
You can add photos of the indoor and outdoor spots at the top. Below them is the unit. Tap Select Unit to open the catalogue. You can filter by brand or capacity. Pick the Daikin three point five kilowatt. Its price comes straight into the quote. The installation details start with sensible defaults for pipe, trunking and drain. If the site needs a longer pipe run or a condensate pump, change it here and the price follows. Power supply is the one field you always set yourself. Tap it to see the options. This job needs a new dedicated circuit. The electrical cost is added for you. Tap Next to see the quote summary. Check the unit, what's included and the price your customer will see. If something's not right, tap Back and change it. Then add your customer. Tap Next again to add the customer.
Tap Select Customer. Your recent customers are listed first, so the person you're standing with is usually right there. Pick Priya. Her email, phone and address come across. Her contact is set for you too. Now send it.
Tap Generate. Cooledge builds two PDFs. The quote is for your customer. The installation report is for your installer, with the details they need on the day. Tap Send to Customer. The email is already written, with a link to view the quote online. Check it over, then tap Send email. That's it. The quote is marked as sent, with the time it went out. All before you've packed up the ute. Finally, here's what your customer sees.
Priya opens the link on her phone. She sees your logo, her address, the unit and the price. She ticks the option she wants. Then she agrees to your terms and conditions. One tap on Accept Quote. Cooledge works out the deposit from your payment terms. She chooses how she'll pay the deposit. And she's done. She gets your payment details. You get an accepted quote. That's a quote built, sent and accepted from your phone. Find more Cooledge tutorials on our channel.