Managing estimate options to your customers

Customers love options, and with the following steps, you can provide them with multiple ones to choose from in your Kickserv estimates.

The first step is to create the options in the Items section:

• Settings Items Add an item Label the item as an "Option", for example [Option 1: this is what we can offer for an additional fee or cost …]

The next step is to add the options to your estimate in the "Charges" section as a line item.

• You can choose to provide a quantity and price so it adds as part of your total estimate or you can put the price in the item description and leave the quantity and price zero.

Utilize the Notes section of your estimate to keep track of what you have offered your customer and for historical purposes. Copy the item description into the Notes section of the estimate.

(Ideally) you would then email this estimate to your customer.  In the body of your email, you can describe that the options are "optional" and that they can indicate their decision by clicking on the [Modifications] button in their self-service screen.

The modification request will become an email to the address configured on your notifications page. Plus, you will see the decision in the estimate's history.

Acting on the decision of the customer, you can now:

• modify your estimate by adding price and quantity to the option,

• make further notes in the line item option description detailing if the customer declined the offer,

• and add further notes to your Notes section detailing what decision the customer made on your options, and/or...

¡Mark the estimate Won!

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