In the event a customer puts off
scheduling the job or does not accept your estimate, the
information is saved for a later time, giving you
another "bite at the apple".
still benefit from the original contact and learn from the reasons cited
for not following through. Use this report to telephone to offer a better
deal or smooth over any misunderstandings to get a
job back on track.
Mark on the Job Detail Screen
or Quick Update Estimate screens
Once marked as a job not awarded, the contact
will be included in the Jobs Not Awarded screen as well as the
Jobs Not Awarded Report. Use this screen as you follow-up by
phone. If they change their mind, simply uncheck the Job Not
Awarded and they are automatically returned to the work
Keep track of the reasons cited for not choosing your
business to do the job. Make changes in response to legitimate
complaints, and then include them in future advertising efforts.
Show them you are listening, and are willing to change to meet