This quick tutorial will show you how to send out a conveyancing quote through Hoowla, provide a quick quote over the phone to a prospective client and have it automatically emailed to them as well.
If you need any help at all then please get in touch with us
Navigate to the PEOPLE area in Hoowla and add your prospective client whose requested a conveyancing fee estimate, recording all their contact details. If you record their email address their quote will be automatically emailed to them.
The quote will be instantly calculated and displayed on screen. If you have a client on the phone then you can provide them with a price straight away.
If you navigate back to your PEOPLE list and find the person you just created a quote for, you’ll see a tick next to their name indicating that they have been sent a quote.
Click on your clients name to view their details and you will see that they have been sent a quote under LATEST ACTIVITY.
Click on the conveyancing quote in their Latest Activity feed to view details of their conveyancing quote including a breakdown of costs.
You now know how to create a quick conveyancing quote in Hoowla and email it out to a prospective client. If you need any help then please do get in touch with us.
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[contact-form-7 id=”167″ title=”conveyancing calculator”]. Also take a look at our conveyancing quote website to see it in action.