To view your quote activity, click on the “My Quotes” link when you log in and go to “My Account”.
Current Quotes
- Click here to view and edit your quotes.
- To change quote information or submit new quotes, click on “Change Quote” or “Submit Additional Quotes”.
- Your quotes will be shown for the entire quoting period and an additional 30 days. After that, unsuccessful quotes are automatically moved to the “Jobs Lost” page.
Quote Requests
- When a customer has found previous quotes you submitted in our job archive. (Quote Search) s/he can request a similar quote from you.
- You will receive an email explaining that a customer wants you to submit a quote on her/his job. Look at the job and submit your quote.
Jobs Won
- As soon as a customer has accepted your quote. the job is saved under “Jobs Won”.
- Here you can view current quotes, as well as earlier quotes which were awarded, in detail.
- Click on the job you wish to view in either the “Status” or “Title” columns.
- To see the customers contact info for a recently awarded job, simply click on it.
Jobs Lost
- For your records and to help you improve your quoting, we document and save the jobs where you were unlucky.
- To view these jobs, click on the small orange link labelled “show”.
Observed Jobs
- You can view all the jobs on your observed list here,
- Under “Time Remaining” you can see how much longer a quote will run for.
- If you don’t want to observe a particular quote any longer, put a tick in the box in front of the quote and then click “Delete”.
FAQ
| I want to change an active quote in “My Account” but can’t find the button! | Show |
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| What is that number beside the job and in the “Status” column? | Show |
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| What are “Quote Requests”? | Show |
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| Why can’t I see all my observed quotes, quotes not awarded and awarded jobs? | Show |
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