• Products
    • Clik Service
    • Clik Remote
    • Clik Jobs
    • NICEIC Cert Software
    • Clik Cert Electrical
    • Clik Cert
    • Clik Cert (Field)
    • Clik AC Calc
    • Clik Training
  • Features
    • Asset Management
    • Bespoke Certificates
    • Catering Certificates
    • CRM
    • Customer Portals
    • Diary
    • Electrical Certificates
    • Engineer Portals
    • F-Gas
    • Fire and Security Certificates
    • Fleet Management
    • Gas Certificates
    • Invoicing
    • Job Management
    • Job Scheduling
    • Manager Portal
    • Mobile Job Sheets
    • Notifications
    • Planned Maintenance
    • Print Templates
    • Purchase Orders
    • Quoting
    • Reporting
    • Service Incidents
    • Stock Control
    • Third Party Integrations
    • Validation
  • Industries
    • Catering
    • Facilities Management
    • Lifts
    • Electrical
    • Plumbing and Heating
    • Air Conditioning
    • Generators
    • Building Services
    • Fire and Security
    • Doors, Gates and Barriers
    • Grounds Maintenance
    • Roofing
    • Pools
    • Cleaning
    • Renewable Energy
    • PAT Testing
    • Gas
    • Pest Control
    • Drainage
    • Telecommunications
    • Audio Visual
    • Laboratory Equipment
    • Water Services
    • HVAC
    • Construction
    • Environmental
    • Healthcare and Medical
  • Pricing
  • Case Studies
  • Blog
  • Newsletters
  • Support
Contact Us Try for FREE
  • Products
    • Clik Service
    • Clik Remote
    • Clik Jobs
    • NICEIC Cert Software
    • Clik Cert Electrical
    • Clik Cert
    • Clik Cert (Field)
    • Clik AC Calc
    • Clik Training
  • Features
    • Asset Management
    • Bespoke Certificates
    • Catering Certificates
    • CRM
    • Customer Portals
    • Diary
    • Electrical Certificates
    • Engineer Portals
    • F-Gas
    • Fire and Security Certificates
    • Fleet Management
    • Gas Certificates
    • Invoicing
    • Job Management
    • Job Scheduling
    • Manager Portal
    • Mobile Job Sheets
    • Notifications
    • Planned Maintenance
    • Print Templates
    • Purchase Orders
    • Quoting
    • Reporting
    • Service Incidents
    • Stock Control
    • Third Party Integrations
    • Validation
  • Industries
    • Catering
    • Facilities Management
    • Lifts
    • Electrical
    • Plumbing and Heating
    • Air Conditioning
    • Generators
    • Building Services
    • Fire and Security
    • Doors, Gates and Barriers
    • Grounds Maintenance
    • Roofing
    • Pools
    • Cleaning
    • Renewable Energy
    • PAT Testing
    • Gas
    • Pest Control
    • Drainage
    • Telecommunications
    • Audio Visual
    • Laboratory Equipment
    • Water Services
    • HVAC
    • Construction
    • Environmental
    • Healthcare and Medical
  • Pricing
  • Case Studies
  • Blog
  • Newsletters
  • Support
return to Support Centre

Accepting and Rejecting Quotes

With the Clik Remote Customer, you can provide your clients with access to accept or reject their quotes. With these functions, the customer will be able to record the name of the person along with any relevant comments.

 

Before You Start

First, you will need to enable the option for customers to accept or reject quotes. Go to Settings > Clik Remote > Manage Users and Settings in the main Clik Service software. Click on the customer’s login to run the setup wizard and enable ‘Can Accept/Reject Quotes’ under the privileges section.

 

Next, go into Settings > Settings > Modules > Clik Remote. Here you can set which quote status you would like to set when your customer accepts or rejects a quote.

A widget can be set up on the customer’s dashboard to display a specific status for quotes you would like the customers to view. To see how to set up your own quote widgets for your customers, please see this support article.

In the below example, a widget has been set up to show pending quotes. The customer can then click on and view individually in order to action them.

 

Accepting & Rejecting Quotes

To action a quote in the Clik Remote Customer, choose a quote and go to ‘Actions’ and select either ‘Accept Quote’ or ‘Reject Quote’. Add a name and any applicable notes or comments. Click ‘Accept’ to complete the process.

When a customer accepts or rejects a quote, it will update the status of the quote in Clik Service that you have configured. It might be for a status you have already set up, or you could add a new quote status specifically for this process. You can set a default quote status by following this step-by-step guide.

Because accepting or rejecting a quote updates a quote status, you can set up a property change notification to send a message to a Clik Service group or staff member to bring the quote to their attention.

When the quote is viewed, the tab displays the date and time the action was made, along with the name and notes that were provided by the customer.

See how to set up these notifications here.

If the customer rejects the quote and you need to send a revised version, we recommend creating a new quote. To help with this process, you can click Tools > Copy whilst in a quote to make a copy that you can revise and submit for approval.

This was part of Clik Service update v4.325 r29.

Clik Remote

Clik Remote

Dashboard Widgets

Setting Up Quote Status Widgets
Clik Service

Clik Service

Quotes

Setting Up Quote Status Change Notifications

Quotes

  • Creating New Quotes
  • Hiding Quotes By Status
  • Creating Quotes Using Templates
  • Accepting and Rejecting Quotes

Ask Tech a Question

Did you find what you were looking for? Don’t worry if not, you can get in touch with our tech support team.

Contact Tech Support
PERSONALISED LEARNING

A Training Masterclass From Our Experts

You’ve got the software. Now get the expert knowledge straight from the experts. If you want to know more about Clik Service or the NICEIC Cert Software, maybe you want to drill down into a specific module, or a run-through for a new engineer, we’ll walk and talk you through it in the way that suits you.

Learn More

4.5

  • Products
    • Clik Service
    • Clik Jobs
    • Clik Remote
    • NICEIC Cert Software
    • Clik Cert
    • View All Products
  • Features
    • CRM
    • Invoicing
    • Job Management
    • Job Scheduling
    • Quoting
    • View All Features
  • Industries
    • Air Conditioning
    • Electrical
    • Facilities Management
    • Fire and Security
    • Plumbing
    • View All Industries
  • Support
    • Training
    • Service Status
    • Contact Tech Support
    • Product Roadmap
  • About
    • Blog
    • News
    • Privacy
    • Terms

Copyright Clik Limited © 2000-2023 – All Rights Reserved