Cost estimate: A new customer field type "Multiple Products" allows you to store services & products in the customer file, which can also be sent by email. Users without a Belbo cash register system can also use this function.
Requirements for creating and sending cost estimates
- A customer field must be created in a separate tab for the estimate.
- A direct message template with a corresponding placeholder must be created
Create file tab and customer field
Under Settings > Customer Settings, a new tab can first be created:
Then a customer field can be created in this file tab:
We recommend storing the field in its own tab with a width of 3:
Create direct message template
Under Settings > Email Settings, an email template can now be created as a direct message. Here the "Cost Estimate" placeholder can be added from the "Text Placeholders" menu at the desired location.
Create cost estimate in the customer file
In all customer files you can now find the "Cost Estimate" tab. Here you can compile products and services. The prices of all linked services & products are added up.
Send cost estimate
In the "Messages" tab, an email can now be sent to the user. The direct message template created above is selected and the message is sent to the customer.
The customer now receives an email with a list of the compiled items:
