FAQ
Basics
How does OpenQuote work?
OpenQuote is software designed to help your customers describe their jobs in detail using a link that you can add to marketing material (like website or social media) or share directly with the customer (in emails, texts and WhatsApp) or add to physical marketing materials using a url or a QR code.
Your OpenQuote is unique to you and provides an easy way for customers to explain their jobs 24/7
What information does OpenQuote collect?
OpenQuote asks simple questions with helpful explanations and diagrams to allows customers describe their jobs together with photos, videos and files. OpenQuote is also able to match information provided by customers with third party data to help installers learn additional information about the property, its location and its suitability for specific installations as well as providing logistical information like travel times and journey distances.
What services do you support and how do I set them up?
OpenQuote provides dedicated journeys for customer enquires for General Domestic Electrical services and Renewables (for both domestic and commercial customers).
Go to full list of questions
Can I change the services I’m offering?
If your services change just sign into your account and select “Services” (from the left hand menu). You can toggle services on and off. Customers will then be able to access these services when they use either the dedicated service link, or your general link (that shows a menu of all your services).
If your existing plan doesn’t include the services you need you can upgrade your plan at any time.
What happens when a customer completes an enquiry using OpenQuote?
All leads collected using OpenQuote can be viewed in your Dashboard. Each time you sign in and you’ll be taken straight to yourDashboard. You can see the details of each enquiry by clicking on the job which will open up the JobSheet for that enquiry and will display customer answers, photos, videos and attachments as well as details of follow up notes. If you need to ask a customer a question you can do this via the jobsheet.
You’ll receive an email notification every time a customer completes an enquiry with a link so you can view the job,.
What about data protection?
OpenQuote ensures that all data collection on your behalf is compliant with the latest UK legislation and is fully compliant with GDPR.
What happens to my lead information if I cancel my account?
Upon cancellation, your Openquote account will remain active till the end of the billing cycle. While your account is active you can download details of all enquiries (using the PDF download functionality) available in your dashboard.
Why do you need my credit card information for a free trial?
As part of the sign up process, OpenQuote carries out basic checks to ensure information provided by installers is accurate (including accreditations and contact information) and credit card information is an important part of this process.
Need help picking a plan?
Who is OpenQuote for?
OpenQuote currently supports electricians offering general domestic services and renewable installations. The tool is designed to help improve the efficiency of lead handling by helping customers to describe their jobs in detail without the need for a site visit or prebooked video call.
What plan is right for me?
OpenQuote offers flexible pricing plans depending on your business size and the services you offer.
PAYG Plan
You can begin using OpenQuote for just £14.99 pcm on our PAYG plans for either domestic general service or for renewables. These plans include 5 leads per month with tiered pricing if your lead volumes increase so you can pay for what you use and match your costs to your led volumes.
Unlimited Plan
This plan costs £34.99pcm includes both general domestic services and renewables with unlimited lead volumes. Benefit from fixed costs whatever your lead volumes.
Pro Plan
These plans cost £79.99and allow you to integrate OpenQuote within your CRM or job management software. We currently support ZoHo, Servicem8, Tradify and Simpro and are adding new partners regularly. If you don’t see your CRM tool listed contact us here to set up a call and we can advise you on when we can begin supporting your CRM tool
How does billing on the Pay-as-you-Go plan work?
The Pay-as-you-Go plan charges are based on the number of leads generated in a calendar month. 5 leads are included in the first tier of the plan and billing increases as your cumulative lead count reaches higher tiers.
Tier 1 - base charge of £14.99 pcm - 0-5 leads
Tier 2 additional charge of £10.00 pcm for monthly leads of between 6 and 10 leads
Tier 3 additional charge of £10.00 pcm for monthly leads of between11 and 15 leads
Tier 4 additional charge of £10.00 pcm for monthly leads of between 16 and 20 leads
Tier 5 additional charge of £10.00 pcm for monthly leads of between 21 and 25 leads
Tier 6 additional charge of £1.00 pcm for each leads over 25 leads
Example: if you get 9 leads in a calendar month you pay the Tier 1 fee of £14.99 plus Tier 2 fee of £10.00 - total cost for the month £24.99.
Pay-as-you-Go Plans are billed at the end of the month.
How does OpenQuote count Leads?
A lead is defined as any enquiry where the customer answers all of the mandatory questions related to a particular service including contact details. Leads may or may not include attachments in the form of pictures, video and files. All leads will appear in the dashboard and your dashboard will display the count of leads received in a billing period.
Can I get a free trial before I buy?
Yes, every OpenQuote plan comes with a trial period of 1 calendar month. At the end of your trial you’ll begin the paid plan that you selected when you activated your account.
Can I book a demo?
Yes, if you’d like to set up a call with the team use this link and pick a time that works for you.
What’s your cancellation policy?
You can cancel openquote at any time. If you’re still within your one month trial you won’t be charged anything. If you’re on a paid plan you’ll be charged for the last month of using the product.
OpenQuote Features & Benefits
Saving time with OpenQuote?
OpenQuote links work 24/7 so you can respond to customers whenever they try to reach you, even if you’re busy on a job. OpenQuote works by gathering information for you so you can review leads with as much detail as possible and prioritise them before investing time in calls and site visits.
Why does OpenQuote send automated messages and follow ups?
OpenQuote is designed to save you time by collecting enquiries on your behalf and by taking care of basic messages and follow ups with your customers so you can get on with your day without interruption.
As well as notifying you when you have a new enquiry, OpenQuote also sends thank you notes to all customers letting them know next steps, OpenQuote also helps any customers who may not be able to provide all the information in one go by sending automated follow up messages reminding them when information is missing. If customers skip certain questions OpenQuote will follow up with these customers and send up to four reminders. When customers complete an enquiry or add missing items you (the installer) will be sent a message letting you know what changes have been made.
List of automated messages
Customer Message : Thank you – a message to customer who has completed an enquiry, explaining next steps and when they will hear from you (the installer)
Customer Message : Thank you & reminder message – a message to a customer who has partially completed an enquiry that lists any missing items and explains how to go about uploading the information together with next steps and when they will hear from you (the installer) once they supply the missing information.
Installer Message : New enquiry notification – an email with a link to a new enquiry that you can access by signing in to your dashboard
Installer Message: Customer upload notification – an email letting you know that a customer has supplied missing information
Can I customise the questions customers are asked?
No. OpenQuote works by using a standard set of questions designed by industry experts considered necessary to understand specific installations. At present, OpenQuote does not offer custom journeys but it actively reviews any requests made and will consider making modifications to journeys when such changes are likely to benefit both customers and installers. We encourage all our installers to feedback on changes or new features.
Contact us with your ideas
OpenQuote is designed by and for experts we see user feedback as an essential part of improving our product so please message us at suppport@openquote.net or book a call with the team here.
Improving your business marketing
What are OpenQuote lInks and how do I use them to help with leads?
OpenQuote links are unique to your company and are designed to be shared with customers who have specific enquiries. You can either share your general link (that lists all of your services or you can link to specific service i.e. Rewires or Battery Installation
How do I share links?
Just cut and paste the links where you’d like them to appear. We recommend you use hypertext and name the link i.e. Get a quote or Get a solar quote (when linking to specific service)
Click here if you'd like help setting up links in your marketing materials or website.
How do I add OpenQuote to my website?
Openquote are designed to be added to a website in seconds. Just copy and paste the link wherever you'd like to place it. There’s no special code needed. Just share the links as they appear in your dashboard.
Click here if you need help adding OpenQuote to your website.
Do you offer help setting up OpenQuote?
Yes. All customers can book a marketing audit which will include help and advice on the best way to set up OpenQuote and promote your business.
How do I set up OpenQuote Pro with my CRM package?
For customers with a compatible CRM system, set up usually takes 7-10 days and will require a) a video call with the CRM technical lead to understand your current tool configuration and how you would like to map OpenQuote leads to your current CRM b) Submission of test leads to ensure the system c) Sign off and an agreed go live date
OpenQuote Pro supports the following platforms:
ServiceM8
Simpro
ZohoCRM
The OpenQuote team will contact you automatically (usually the next business day) to walk you through the integration process.
If you’d like to a demo of how OpenQuote integrates with CRM book a call here.
My CRM tool isn’t listed, can I still use OpenQuote Pro?
OpenQuote is constantly adding CRM systems to OpenQuote Pro so please contact the team directly to discuss your specific package and we’ll be happy to advise you on when your system is scheduled to be available. The development team will typically prioritise the popular platforms.
Set up a call to tell us about your CRM so we can advise on integration.