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When a technician finds more work than the job was booked for, they build a quote in the app and send it. The customer gets an email with an Approve this quote button. Tapping it adds the quoted lines to the work order, tells the technician, and carries the lines to Zoho. Nobody in the office has to touch it.

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Before you start

  • The work order open in the app.
  • The parts and labour you want to quote, in the catalog. Every quoted line comes from the catalog; you can change its quantity and its price.
  • The customer has an email on their record. Without one the quote is saved but nothing is sent.

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Steps

1

Build the quote

On the work order, open Actions, then Quote. Search the catalog, add the lines, and set the quantity and price of each. The subtotal, tax and total update as you go.
2

Send it

Tap Send and confirm. The customer gets “Your Comfort Hub quote for WO…” with the lines, the tax and the total, and an Approve this quote button. The button works for 30 days.
3

The customer approves

They tap the button and see Thank you, your quote is approved. Tapping it again shows Already approved and changes nothing.

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How you know it worked

  • The technician gets a push: ”… approved your quote”, with the total, that opens the work order.
  • The quoted lines are on the work order, charged to the customer and marked as added by the quote. The original lines are untouched.
  • The same lines are on the work order in Zoho within a minute, and the billing decision runs again.

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If it did not work

  • “That link is not right” means the link was cut short or was for another quote. Send the quote again.
  • “This link has expired” means more than 30 days went by. Send the quote again; the fresh email has a fresh link.
  • The customer has no email on their record: the quote is saved and nothing is sent. The engine writes the refusal to the integration ledger and marks it for a person to look at; see What replaces the audit log. Add the email in Zoho and send again.