This quick tutorial will show you how to send out a conveyancing quote through Hoowla, provide a quick quote over the phone to a prospective client and have it automatically emailed to them as well.
If you need any help at all then please get in touch with us
Firstly you will need to setup your conveyancing calculator if you haven’t already done so. If you have more than one quote form, ensure the one you want your prices to be based on is set to primary.
Navigate to the PEOPLE area in Hoowla and add your prospective client whose requested a conveyancing fee estimate, recording all their contact details. If you record their email address their quote will be automatically emailed to them.
Once their contact details are saved, find them in your PEOPLE list and select QUOTE.
Can’t see the quote button? You may not have setup your quote calculator form or you might not have a primary form selected (see above).
Your conveyancing quote form will pop up for you to fill out.
Select whether the quote is for sales, lettings, both or a re-mortgage. Enter in the properties postcode, price, select whether it’s freehold or leasehold and choose an estimated move date.
You’ll notice that your prospective clients contact details have been automatically filled in.Once your happy with the information you’ve entered, select GET QUOTE.
The quote will be instantly calculated and displayed on screen. If you have a client on the phone then you can provide them with a price straight away.
If you recorded their email address then they’ll have the quote instantly emailed to them as well.
If you navigate back to your PEOPLE list and find the person you just created a quote for, you’ll see a tick next to their name indicating that they have been sent a quote.
Click on your clients name to view their details and you will see that they have been sent a quote under LATEST ACTIVITY.
Click on the conveyancing quote in their Latest Activity feed to view details of their conveyancing quote including a breakdown of costs.
You’ll also see which conveyancing form was used, the type of conveyancing quote, the date it was created, desired move date, how long it’s valid for and details of the property.
You now know how to create a quick conveyancing quote in Hoowla and email it out to a prospective client. If you need any help then please do get in touch with us.
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[contact-form-7 404 "Not Found"]. Also take a look at our conveyancing quote website to see it in action.