FAQ
Basics
How does OpenQuote work?
OpenQuote is software designed to help your customers describe their jobs in detail using a link that you (the installer) can post on marketing material (like website or social media) or share messages (in emails, texts and WhatsApp) or add to physical marketing materials using a url or a QR code. OpenQuote provides a link that is unique to you and lets the installer select which services they’d like to offer as well as configuring things like follow up messages.
What information does OpenQuote collect?
Go to full list of questions
OpenQuote asks simple questions with helpful explanations and diagrams to help customers describe their jobs together with photos, videos and files (like copies of inspections or bills). OpenQuote is 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 on travel times and distances.
OpenQuote ensures that all data collection on your behalf is compliant with the latest UK legislation and is fully compliant with GDPR (link)
For a full list of questions select the specific service line (Text to be inserted - written in separate document)
Where can I find my leads from OpenQuote
All leads collected using OpenQuote can be viewed in the 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 - just select - XXXX
Features
How does OpenQuote save me time
OpenQuote links work 24/7 so you can respond to customers whenever they try to reach you. 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.
What automated messages and follow up does OpenQuote send?
OpenQuote is designed to save you (the installer) 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 or sending a thank you note to all customers letting them know next steps, OpenQuotealso helps manage busy customers who may not be able to provide all the information in one go. When OpenQuote asks customers to upload an image or video, customers always have the option to skip these questions. If questions are skipped, 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: Thank you message to customer who has completed an enquiry, explaining next steps and when they will hear from you (the installer)
Customer: Thank you & reminder message to customer who have 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: New enquiry notification - an email with a link to a new enquiry that you can access by signing in to your dashboard
Installer: Customer upload notification - an email letting you know that a customer has supplied missing information
Can I change the questions that my customers see
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 its user make 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.
OpenQuote is designed by and for experts we see user feedback as an essential part of improving our product so please message us at XXXXXX
Support & Marketing
How can share my OpenQuote link with my customers?
When you create an account with OpenQuote you’ll be able to access links that you can cut and paste to display across your marketing including websites, social media, email and messages. OpenQuite lets you use either a general link that lets users see a menu of all your services or links that are for a specific service. You’ll find a list of your unique links in your dashboard by clicking on XXX
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.
To book a marketing audit click here.
Can you help me with marketing?
Every OpenQuote customer is given a free marketing audit which will review all your marketing activity including website and social media and advise you on best practice to help maximise your leads.
To book a marketing audit click here.
Payments & Plans
Will I be charged anything during my free trial?
OpenQuote lets all users (installers) try the product for 1 month (calendar month) without obligation. And users (installers) can cancel at any time within the first month. If cancellation is made within the first month you will not be charged. Billing, based on the plan you selected, will only begin in the second month of your subscription plan.
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 provides by installers is accurate (including accreditations and contact information) and credit card information is an important part of this process.
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 pricing - 0-5 leads
Tier 2 additional charge of 10.00 - 6-10 leads
Tier 3 additional charge of 10.00 - 11-15 leads
Tier 4 additional charge of 10.00 - 16-20 leads
Tier 5 additional charge of 10.00 - 6-10 leads
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 counted as part of your plan will appear in the dashboard and your dashboard will display the count of leads received in a billing period.
Note: Unlimited and Pro Plans include unlimited leads and are billed at the beginning of each month.
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
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.
Cancellation
Can I cancel my subscription at any time and when will I stop being charged for OpenQuote?
Yes, you can cancel your OpenQuote Subscription at any time.When you cancel your OpenQuote plan you will be billed up to and including the month in which you canceled. You will be billed for the full month in which you cancel. In the case of Unlimited and Pro plans, the amount will have been already deducted at the beginning of your billing period. For Pay-as-you-Go customers the amount will be collected at the end of the billing period.
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.