For Vendors: How to view Offers
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Mobile App DashboardWhat you SeeOffersJob/Work Orders offers sent by Property Managers, Property Occupiers, or Home Owners. Pricing is what Vendors would expect, and terms are listed within offer.
EstimatesOpen Estimates that are pending customer approval. The amount shown is what is due to the Vendor.
JobsOffers, Estimates, and newly created work orders become Jobs in Field Complete. The dashboard will show the next scheduled job. (Scheduled = Assigned, and set to Date and Time) |
 | View OfferSee All Available OffersThe dashboard will provide the latest sent offer, but the "See All" option lists all open offers.
Quickly Accept/Decline OfferThe Accept and Decline options allow for immediate action on available offers. This is ideal when offers have been agreed to verbally or via e-mail.
View OfferA click anywhere within the block of the offer will access Offer details.
(screenshot) Plumbing = Job type Date/time = Requested by Offer Provider $45 = Payment to Vendor 6 min. ago = when the offer was sent |
 | Offer ViewAccept/DeclineQuickly Accept or Decline the Offer based on available information.
Line ItemsIf line items are available, they will be shown at the bottom of the offer page. Line items represent a breakdown of required services. As an alternative, Offer details provide information on required services.
NTE"Not to Exceed": Customer has the option to set a budget prior to offer being accepted. As a Vendor, you can also request the amount to change in the future.
Offer DetailsClick on Offer details to learn more. |
| Offer DetailsOffer StatusStatus is managed by the customer and can change up until offer is accepted or declined.
DateRequested service data, provided by customer.
Job TypeJob Type listed by customer, but Vendor can use their own Job type through completion.
TasksThe customer has the option to set tasks for vendor.
Offer filesClick to see any attachments added by Customer. |
| Offer filesAttachments can include images and files to assist with services provided. Once an Offer is accepted, the vendor can add files as part of their workflow.
Note: limitations include video and files that exceed 115 mb |
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Field Complete Offers
Field Complete is a valuable tool for service providers, particularly when it comes to managing offers. Understanding how to effectively accept or decline offers can significantly impact vendor-client relationships and overall business success. Here’s a breakdown of the key aspects related to offers from the vendor's perspective.
Building Client Relationships
For vendors, receiving an offer is an opportunity to foster strong, lasting relationships with clients. Accepting an offer signifies alignment and partnership. On the other hand, declining an offer requires a thoughtful approach to maintain professionalism and goodwill, ensuring future opportunities aren’t compromised.
Efficient Offer Management
Field Complete streamlines the acceptance and rejection processes, enabling vendors to quickly evaluate proposals. This efficiency helps reduce the time spent managing offers and allows vendors to focus more on service delivery. The platform also facilitates the documentation of interactions related to each offer, making follow-ups straightforward.
Feedback and Adaptability
When offers are declined, providing constructive feedback is essential. This communication can help vendors understand client needs better and refine their offerings. Moreover, adaptability plays a crucial role; vendors can adjust offers based on client preferences and feedback in real time, making it more likely that clients will accept revised proposals.
Data Tracking and Engagement
Field Complete’s tracking features allow vendors to monitor client engagement with their offers. By analyzing how clients interact with proposals, vendors can identify trends and adjust their strategies accordingly. This data-driven approach helps in personalizing follow-ups and fine-tuning pricing strategies to increase acceptance rates.
Conclusion
Mastering the offers module in Field Complete is essential for vendors looking to enhance service delivery and build strong relationships with clients. By effectively managing the acceptance and rejection of offers, vendors can leverage client feedback, streamline workflows, and drive growth, ultimately positioning their business for long-term success in a competitive marketplace.