Present options
Follow the instructions below to present options to a customer:
- When your Options are ready, tap Present Options. Or, tap the Present
icon beside the quote or job on the Schedule in the Quote and Sales module.
- The module displays the options below your company logo, including the total price in green, what the customer is saving, and what the customer could save if the membership with the maximum discount is applied.
- If the highest level of membership has already been applied, no alternative pricing is shown. This indicates to the customer that they are already receiving the best possible pricing option.
- Tap Show details to display an itemised view of the parts and labour, part numbers, Regular price, Add-on price, and savings.
- Tap the item links in pre-builds and catalogue to present a more detailed view to the customer.
- Tap View details under the pre-build or catalogue item name to see the default image uploaded in Simpro Premium. Learn more in How to Create a Pre-Build and How to Create a Catalogue Item.
- For Pre-builds, you can access URLs for supporting materials, and a breakdown of components.
- Tap Get a better price with our Memberships to view a pricing comparison by swiping between the different memberships available. Learn more in About Memberships.
- To apply or upgrade a membership, select the check box to the left of the membership name. This updates the option pricing automatically and the new membership is added as a line item to the option.
- An asterisk besides a membership name indicates that the particular membership offers customer the maximum savings.
- When a quote or job is sent to Simpro Premium with a newly purchased membership, this default membership cost centre is added in Simpro Premium.
- Learn more in About Memberships.
- Select an option using the corresponding check box. The total price at the bottom adjusts according to how many options are selected.
- Tap Proceed to proceed with the customer's chosen option.
Selected options are saved against the current quote / job as a primary cost centres. The unselected options are retained as optional cost centres for quotes, however for a job, these are discarded.
Billing
The Billing page is a final summary of the selected option.
- Tap Show details to access individual pre-build and catalogue items and their corresponding details from this page.
- Tap Tax at the bottom to edit the applicable tax, if required.
- For quotes, you can choose to add a customer’s signature or email the quote to the customer and any other recipients.
- Tap Done to upload the project to Simpro Premium.
- For quotes, you have the options to Go to Schedule, Email Quote, or Convert to a Job to access and complete the work. Alternatively, for jobs you are returned to the Schedule page.