Projectquoting.com offers providers an ever increasing array of in-app purchases to help them get the most out of their accounts. Some are one time purchases and others are increases to your monthly subscription cost to enable the service. All addons are optional and can be disabled at any time during your account.
Increase open rates of your quotes and invoices by sending SMS (text message) notifications to your customers. You can also setup notifications to yourself whenever a widget lead is created.
Have your own dedicated profile page you can use to promote your business. Upload photos, hook up your PQ lead generation tools, contact info and much more.
Create and manage jobs and work orders. Setup one-time or recurring schedules. Link them to quote responses and invoices, assign to crews, share job details and automate appointment reminders to customers. Receive reminders to invoice and much more.
Purchase Invoice credits you can redeem when creating either standard or recurring invoices. Each invoice consumes 1 credit.
Purchase credits that can be used to send bulk marketing email blasts to your customers. These emails can be used for anything from company notifications, to promotions and much more.
Purchase credits you can use to verify a customer's email address to receive deliverability metrics on the likelyhood the customer will receive your email.
Refunds for purchased subscription services will not be refunded under any circumstances unless deemed appropriate at ProjectQuoting.com's discretion.
If service is canceled during a current billing cycle the customer will have until the end of their current billing cycle to continue using their services.
Delivery of services will be in the form of a subscription digital service to the customer. There will be no tangible transfer of goods to the customer. The customer is free to cancel their subscription service at any time during the billing cycle.
Automated Reminders: You can configure the system to automatically send a reminder email to any customer who hasn't responded to a quote you sent them. These reminders can be setup to be sent at specific intervals from the date the quote has been sent, such as 3 days, 7 days, etc. This helps re-engage the customer
with your quote and allows you to focus on your business, not reminding customers.
Automated Batch Quoting: This handy feature allows you to schedule a group of quotes to be sent out to a pre-defined customer list at a specific date. So for instance, if you know
every fall you send your customer's a quote for fall cleanup services, you can schedule the creation and sending of those quotes to your customers on Sept 1st. This powerful tool allows you to create and send up to a 100 customized quotes to a group of customers in under 5 minutes.
We allow you to store and keep track of customer information. Below is a list of the types of data we preserve about your customer. By preserving this data, it allows you to rapidly create quotes for your current customers. As quotes for new customers are created within the platform, they are automatically added to your existing customer list for importing later:
We give you the flexibility to create service pricing that best fits your needs. We offer 3 types of pricing options Flat Rate, Dynamic Tiered Rate and Dynamic Tiered Flat Rate
Flat Rate: Flat rate is fairly straight forward. You offer a service and set a flat price for that service. Whatever you set is what the customer will see.
Dynamic Tiered Rate: This is based off a measurement. You provide a start and stop range for each tier and assign a rate per unit. The service pricing is then automatically calculated based on your customer's measurement and the rate for whatever tier their measurement falls into.
Dynamic Tiered Flat Rate: Similar to dynamic rate, except that instead of a price per unit, you simply assign a total price for a given range. If the customer's measurement falls anywhere within the given range, it will display that price.
Override Pricing: Every service also has the ability for you to override all of your pre-defined pricing during quote creation. This allows you to always present the customer with exactly the right price.