How to Quote an Install Only Air Conditioning Job on Your Phone with the Cooledge App
Your customer has already bought their split system and needs it installed. Quote the install in the Cooledge app while you're still on site. Add site photos with the units drawn in, give your customer two install options and send it before you leave. Then watch your customer choose one on their phone.
- Start an install only quote from the plus button
- Enter the customer's own unit: brand, size and model number
- Add indoor and outdoor site photos with the units drawn in
- Check the installation details and set the power supply
- Duplicate the option and quote a new dedicated circuit in Option 2
- Add your customer from your recent list
- Generate the quote and send it by email
- Your customer picks an option and chooses how to pay the deposit
Chapters
Transcript
In this video you'll quote an install when the customer has already bought their own split system. You'll add site photos with the units drawn in and offer two install options. Then you'll watch your customer choose one. This is the Cooledge app. Everything in this video happens on your phone, standing in the customer's house.
First, start the 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 Installation Only. It's for jobs where the customer supplies the equipment, so you quote the labour and materials for the install. Instead of picking a unit from the catalogue you enter the customer's own. That's the brand, the size and an optional model number. Here they're filled in for a Fujitsu three point five kilowatt. Next, photograph where each unit will go.
Scroll back up to the pictures. Tap the plus beside Indoor Pictures. Choose from Library to use a photo you've already taken. Pick the photo of the bedroom wall. The photo editor opens on Unit. Tap Indoors to see the indoor units. Tap an indoor unit and it drops onto the photo. Drag a corner to size it to suit the wall. Then drag it up onto the wall above the bedhead. Tap Save. The photo is added to Option 1 with the head shown where it will go. Now the outdoor unit. Tap the plus beside Outdoor Pictures. Choose from Library again. Pick the shot of the brick wall outside. This time the editor is already on outdoor units. Tap one to drop it onto the photo. Drag a corner to size it to the wall. Then drag it into place at the base of the wall, where the unit will sit. Tap Save. Now both photos show where the units will go. Now check the install and set the power.
Below the pictures is the customer's unit. 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 can use the circuit that's already there, so choose Existing Local Supply. Now give your customer a choice.
That's Option 1 ready. Head back up to the option header. Tap the three dots on the option header. Tap Duplicate. The copy keeps the customer's unit details and the install settings. It brings both photos along too. Fold up Option 1 so Option 2 sits right underneath. Option 2 starts as an exact copy. The brand, size and model number are already there. So are the installation details. Now change what makes this one the better install. Open the power supply again and choose New Dedicated Circuit. The electrical cost is added to Option 2. Option 1 stays as it was. Tap Next for the quote summary. Both options are listed with their own price. That's a second choice for your customer in a few taps.
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 Aaron. His email, phone and address come across. Now send it. Tap Generate.
Cooledge builds two PDFs. The quote is for your customer. The installation report is for your installer. 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.
Aaron opens the link on his phone. Each option shows the installation of his Fujitsu unit with its own price. Option 1 and Option 2 sit one under the other, so it's easy to compare them. He ticks the one he wants. He can only pick one option for the area. Then he agrees to your terms and conditions. One tap on Accept Quote. 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. You get an accepted quote. That's an install only quote built, sent and accepted from your phone. Find more Cooledge tutorials on our channel.