Auto-quote is a promotional service feature that automatically exposes PROs to potential customers. It solves the problem of being charged for sending a quote but not receiving a response from the customer. After submitting a request, customers will immediately see your quote and profile. If they are interested in your services, they will contact you proactively.
By enabling the "Auto-quote" promotion service, the system automatically sends quote messages to tasks that meet your specified conditions. Auto-quote saves time by eliminating the need to send quotes manually and simplifies the entire quoting and order acceptance process. You don't have to worry about missing out on quoting opportunities due to a busy workload, allowing you to focus on providing professional services and improving your order acceptance quality and efficiency.
This article will guide you through Auto-quote, enabling you to utilise this feature and quickly attract more customers.
Outline of the article:
1. What are the benefits of Auto-quote?
2. How does Auto-quote work?
3. How is Auto-quote charged?
4. What do you need to prepare before enabling Auto-quote?
- Set travel preference and service area
- Set job types
- Exclude unavailable time slots
- Set price list and quote message
- Determine weekly budget
- Optimize PRO profiles to increase proactive contacts
1. What are the benefits of Auto-quote?
- Seize the opportunity to quote first: When customers submit requests that meet your conditions, they will immediately receive your quote, giving you the first chance to contact them.
- More effective customer acquisition: customers will review your profile and show interest in your services before contacting you, increasing the chances of closing a deal.
- Proactive customer contacts: Solve the problem of customers not responding.
- Improved order acceptance efficiency: The system operates 24/7 to match you with tasks, ensuring you don't miss any opportunities and saving time on individual quoting.
2. How does Auto-quote work?
(1) The system automatically sends quotes to customers that meet the conditions
When a consumer submits a request that matches the conditions you have set, the system will automatically send your configured message to the consumer in real time. Your quote will appear at the top of the customer's list, labelled as a "recommended PRO." The customer will read your quote and PRO profile before contacting you.
The following is an example of the quote list that customers see after submitting a request:
(2) Customers contact you only if they are interested.
After receiving your automatic quote message, customers will see your complete quote and PRO profile. If interested in your services, they can click "Chat with pro" to enter a chat room with you.
3. How is Auto-quote charged?
(1) Charges are incurred only when customers proactively contact you.
Customers who meet the conditions will immediately receive your automatic quote message, and there are no charges for sending this message. Customers must browse the service details and quote messages and click "Chat with pro" to enter the chat room before any contact charges apply.
Contact charges will only be incurred when customers proactively send messages and provide non-rejecting replies, or actively obtain the PRO's contact phone number.
You can view the contact charges for each task in the "Budget" section (please refer to: How can I check the quotation fees for different jobs?). Charges will be deducted from your stored credit points; if there are insufficient points, the charges will be billed to your credit card.
(2) Control spending through budget settings.
You can set a weekly spending limit through the "Budget" settings. When the limit is reached, the Auto-quote function will stop until the next cycle. You can adjust or control the budget anytime without additional fees or monthly charges. For detailed budget settings, please refer to the FAQ for "Promotion Service".
4. What do you need to prepare before enabling Auto-quote?
When consumer requests fully match your "specified conditions," the system will automatically send your quote. To avoid being contacted by unsuitable customers and incurring charges, please review the settings in the project management:
(1) Set travel preferences and service area
You can set your travel preferences (e.g., online-only) and your service area.
(2) Set job types
The system will compare customer requests with the job types you have set. Setting job types can save you from incurring contact fees for unsuitable tasks.
For example, in the case of house cleaning (see the figure below), if you do not accept cleaning tasks in households with pets, uncheck the "Has pets" option. If you only provide services by female staff, uncheck the "Prefer male" option. By doing so, the system will not automatically match tasks involving pets and require a male PRO.
Additionally, due to the variety of consumer requests, some may not be covered in the request questionnaire, and there may be an "Other" option for consumers to select. If you are still determining whether you can handle specific service requests, it is recommended to uncheck.
(3) Exclude unavailable time slots
For specific tasks, consumers may choose the desired service time. You can set your company's service hours and select "Use company service hours", so tasks with service time outside your specified hours will not be automatically matched. Additionally, if you have set up a block time in your calendar, the Auto-quote feature will exclude tasks during that time. For detailed information on service hours and calendar functions, please refer to: What are "Service Hours" and "Calendar"?
(4) Set price list and quote message
Customers often prefer PROs that display prices. Therefore, filling in item prices with a price list is recommended. Picturing "Price to be negotiated" may make consumers feel that the information is not transparent enough, reducing the likelihood of selection. For detailed settings, please refer to How to set price list?
In addition, in your quote message, besides greeting the consumer and introducing your services briefly, it is suggested to explain the services included in the price. This will allow interested consumers to have smoother discussions with you later on and avoid contacts from consumers who cannot accept the price, reducing unnecessary quoting costs.
(5) Determine the weekly budget
When the promotional service spending for a week (including Auto-quote and Booking services) reaches the "weekly targeting budget" you have set, the system will no longer automatically match and send out automatic quotes for you. You can adjust the budget and view the spending record for that week at any time on the budget page. For detailed budget settings, please refer to the FAQ for "Promotion Service".
(6) Optimize PRO profiles to increase proactive contacts
Customers decide to contact you based on your profile, so providing more comprehensive information in the "Service description" field about the services you offer, and pricing details is recommended. Optimize the content of your "PRO Profile," such as describing your experience and achievements, uploading service photos, and filling out frequently asked questions. This helps establish a professional and enthusiastic image, increasing customers' favourable impression and likelihood of choosing to work with you.
For detailed information, please refer to How to use Service Description?, Profile
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