How to Manually Create Quotes | Scribe

    How to Manually Create Quotes

    • Sasiprapha Tamoon ( Sai ) |
    • 16 steps |
    • 2 minutes
    1
    Click "New Job"
    2
    Select "Journey Type"
    3
    Enter customer and passenger details.
    4
    Select number of passengers, number of vehicles, vehicle types, and luggage types.
    5
    Select the pickup date and time. Enter the collection and destination addresses.
    6
    Click on the pin to verify and confirm the correct location on the map.
    7
    Drag the pin on the map to the precise pickup location. This adjustment is necessary because the current pin placement may indicate areas not situated on a road.
    8
    Exit the map when done.
    9
    Click "Make Note" to add any necessary notes for the drivers.
    10
    Select the appropriate arrival date and time at the destination.
    11
    Enter the vehicle price, balance due date, and deposit if required.
    12
    Click "Quick Save" to save the progress so far.
    13
    Or click "Save and Send" If you are happy with all the details and have entered the price. The quote will be saved within your eCM Lite system and the email will be sent to your customer automatically.
    14
    Choose your canned message here if required. The system will then dispatch the default email along with the booking information. Then click "Save and Send".
    15
    Click "OK"
    16
    The quote is saved in the system with a reference number and "Pending quote" status waiting for the customer to confirm and pay.