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Pro Intake
About you
Business name
*
Main contact name
*
Email address (the one customers email)
*
Business number customers call you on - usually mobile
*
Time Zone
*
How you work
Do you currently send quotes by email? (Yes / No)
*
Do you currently send quotes by email? (Yes / No)
A
Yes
B
No
Anything unusual about how you send quotes?
*
From email address (when system sends emails)
*
Reply-to email address
*
Quote Automation
Do you want automated PDF quotes?
*
Default quote expiry (number of days)
*
Follow-ups
*
If yes:
1st Followup after quote sent
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2nd Followup after quote sent
*
Calendar (optional)
Do you want google calendar integration?
*
If yes:
Default visit duration (mins)
*
Setup confirmation (important)
I confirm Plum Works may now configure my system based on these answers.
*
I confirm Plum Works may now configure my system based on these answers.
Yes
Submit
