Estimate Expiration needed
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David Burlingame
We need to have the ability to set estimates to automatically expire. Specifically, estimates for same-day service during business hours vs. weekend / holiday service. Our service company charges different rates during normal business hours, after-hours, weekends & holidays.
Problem:
Clients request immediate service during business hours but they wait to approve the estimate until after business hours. Then clients expect immediate service at the lower rates. Our current solution is for the dispatcher to set a manual timer and then delete the pending estimate when we no longer have sufficient time in the work day to complete the job. After this step is performed, the client usually calls back in confusion because they cannot see the estimate anymore. This is bad for our dispatcher, the customer gets upset and the process negatively effects return business.
Solution:
To prevent such confusion, we request an option to make estimates expire automatically. Having the expiration time / date clearly listed or highlighted on the estimate would also be helpful. Our dispatchers could work with either expiration "x minutes / hours / days" from sent or expires on a set time & date.
Heather Harris
Yes! What a nightmare. I have to physically go back and close out estimates to prevent the client from accessing one that is not valid any longer.
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David Burlingame
Thank you.
Boaz Schonherz
Hey David Burlingame
Thank you for your feedback.
We recently implemented a feature that automatically sets the estimate expiry to 30 days by default. In the future, we plan to enhance this feature to offer more flexibility.
Your feedback will be considered as we plan our yearly roadmap.
Thank you,
Boaz / Product
Ivan Byler
Boaz Schonherz Please help us understand how this works. I just created an estimate and sent it to myself, and I didn't see any "Valid through" or "expires" on the estimate. Do we need to change a setting somewhere? Thank you!
Boaz Schonherz
Ivan Byler
As default, we expire the document automatically after 30 days. When a document expires, your client would not be able to reach the document and will have the ability to ask for new link. You should receive this request in the Message Center, and be able to resend document directly from there.