Deferred work: upgrades to follow up
Optional upgrades a customer left out when they accepted land on Deferred Work with a date to follow them up. Work the list, requote, and mark each one off.
Where it is
- Quotes → Deferred Work — Needs the Workshop module on
Settings for this
- Settings → Modules & flow — Deferred Work shows while the Workshop module is on
Who this is for: service advisers and sales staff.
How things get here
When a customer accepts a proposal but leaves an optional upgrade unticked (or presses Not this time on a recommended item), BuildTrack files it here with a follow-up date 60 days later. They've already seen it and the price, so it's half-sold.
Where it is
Sell › Sales › Quotes, tab Deferred Work (open it). It only shows while the Workshop module is on. The Home page also says when there are deferred jobs to requote.
- Across the top: Items, Pipeline value and Due for follow-up.
- Filters: Open, Followed up, Re-quoted, Won, Dismissed and All.
- Each row: Customer (with their phone), Vehicle, Work, Value, the original Quote, Follow up (red Due once the date has passed) and Status.
Step by step
- Open Deferred Work on Open. Rows are in follow-up order, soonest first.
- Ring or email each customer that's due.
- Set the row's Status to Followed up.
- They want it? Make a new quote for them and their vehicle (New quote; nothing here makes it for you) and set the row to Re-quoted. When they go ahead, set it to Won.
- Not going ahead? Dismissed.