QuoteIQ CRM Complete Walkthrough (Updated 2023)

Подписаться 723 тыс.

Просмотров 6 тыс.

50% 1

🚨 𝐒𝐀𝐕𝐄 𝟓𝟎% on 𝙌𝙪𝙤𝙩𝙚𝙄𝙌 👉 myquoteiq.com
0:00 Intro
2:12 Dashboard Analytics
7:23 Settings
13:43 How To Accept Payments
14:27 Services
17:22 Email Automation
19:23 Mass Text & Email
20:15 Invoices
21:43 Self Schedule Requests
22:25 Inspection Archive & Customer Data
23:56 Expenses
24:15 Quickbooks Sync
24:37 How To Contact Support
25:25 Free Resources
26:16 How To Create Estimates
34:39 How To Schedule Estimates
37:17 Inspection Forms
40:01 Notifications
40:30 Map Tool
42:04 InstaQuote
44:14 Customer Self Schedule
Disclosure Statement:
Welcome to our overview of QuoteIQ. As with any software application, please note that features, resources, and other aspects mentioned in this video are subject to change by the developers. Prices and availability of services may fluctuate based on market conditions and updates from the app developers. We aim to provide accurate information at the time of filming, but viewers are advised to check the latest details directly within the app or on the developer's official website for the most current information.
Thank you for watching, and enjoy exploring QuoteIQ!

Развлечения

Опубликовано:

7 июл 2024

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 42

@ForeverSelfEmployed 8 месяцев назад

🚨 𝐒𝐀𝐕𝐄 𝟓𝟎% on 𝙌𝙪𝙤𝙩𝙚𝙄𝙌 👉 myquoteiq.com 👉 TIMESTAMPS: 0:00 Intro 2:12 Dashboard Analytics 7:23 Settings 13:43 How To Accept Payments 14:27 Services 17:22 Email Automation 19:23 Mass Text & Email 20:15 Invoices 21:43 Self Schedule Requests 22:25 Inspection Archive & Customer Data 23:56 Expenses 24:15 Quickbooks Sync 24:37 How To Contact Support 25:25 Free Resources 26:16 How To Create Estimates 34:39 How To Schedule Estimates 37:17 Inspection Forms 40:01 Notifications 40:30 Map Tool 42:04 InstaQuote 44:14 Customer Self Schedule

@JimmySutton-ip1bx 5 месяцев назад

Answer this when you get the chance. If I bought the $99 package would there be a need for me to purchase the services of Jill's office? Very nice and professional service, but I'm just starting back and their service isn't cheap.

@AllAboutPressureWashing 8 месяцев назад

Great video

@dareckmaurice4295 2 месяца назад

This app is truly outstanding! it covers literally everything! great stuff guys!

@user-ok8is7mk4w Месяц назад

The measuring tool is topnotch.

@MrEvanBacon 8 месяцев назад

Bruh. You’re probably making more revenue with this app and your RU-vid marketing stuff than the actual pressure washing business itself

@markhilby4024 7 месяцев назад

Looking better and better!

@ForeverSelfEmployed 7 месяцев назад

Thanks Mark

@markhilby4024 7 месяцев назад

@@ForeverSelfEmployed I will be signing up soon

@sun-cit7 8 месяцев назад

Suncitybin pressure washing Clearwater fl 🙏🙏

@granttaylor2585 8 месяцев назад

Finally

@DJ-pq7po 5 месяцев назад

Your app looks absolutely amazing. One question: Is the app available for other languages and another payment currency than the dollar? Keep up the great work.

@ogcryptogodzilla18 8 месяцев назад

Quick question for you, in one of your shorts you mentioned Fleet Washing and how profitable that could be. Do you have someone that I could talk to more about this? I just moved to Puerto Rico and have been talking about getting a skid from SE Softwash and possibly going to the one day class and will also need your quote IQ. Things are really different and I was thinking after watching your short on this that this would be a good idea at the airport or something like that as things are really spread out here and neighborhoods really dont care that much for the most part on how their homes look. Any thoughts or leads on how I can look into this further? Thank you

@dannywinebrenner4493 6 месяцев назад

I Like the idea of instaquote. However, I imagine most people don't know the dimensions of their driveway. It would be a really cool feature if they were able to use google earth as well inside of instaquote. That way they can choose the concrete they want cleaned and get an accurate estimate.

@gopets82 4 месяца назад

It would be super helpful if you could post a video showing us how to swap sales tax rates in different counties.

@thefairycollection 8 месяцев назад

I will be using this app to quote my first client next week

@chin32santi 16 дней назад

You will regret it!! If you haven’t done so….. just wait and see

@AnthonyWilson-gi8sb Месяц назад

when you schedule the job do the customer receive a notification of the time and date?

@donnykreher3967 5 месяцев назад

Hey Justin, if I have my Twilio hooked up can I receive and send texts through the crm?

@ForeverSelfEmployed 5 месяцев назад

You can send text messages but you will not be able to receive them through the app.

@BRExteriorPro 4 месяца назад

@@ForeverSelfEmployedso what happens when they reply

@user-ux4ls6os5j 5 месяцев назад

Can you create a reoccurring job? I have yearly clients that preschedule year to year. Do you have the ability to set this up? or do I have to manually do this year to year?

@ForeverSelfEmployed 5 месяцев назад

Yes you can. Go into calendar, create new event, select “Repeat” and then select how often you’d like it to repeat on your calendar

@BRExteriorPro 4 месяца назад

If i do the Sms add on will you guys help aet up

@ForeverSelfEmployed 4 месяца назад

Yes we will. Go to website and click book demo at the top. We’ll get you set up

@manuelbolduc3585 4 месяца назад

Hi, does your service work in Canada?

@solarcocleaning8006 2 месяца назад

Hey guys, does this software work outside the US? (Email/sms/ language?)

@AzShineProWash 8 месяцев назад

Hi , I have used this app for almost a year now , changed my phone and when I try to log In it won t let me , it does not recognize my email address. I try to address this with Mike, but it wasn’t much help… Can you help ? Thanks

@ForeverSelfEmployed 8 месяцев назад

Az email me support@quoteiq.io Send me a previous estimate or invoice that you’ve created from your account and I’ll be able to tell you what email is associated with that account to be sure you have the right one.

@willfaulk4182 8 месяцев назад

I have quoteiq for my business. I have the tax set to 7% but when I do an invoice it doesnt apply. Any help?

@ForeverSelfEmployed 8 месяцев назад

I will have the development team take a look. Thanks for bringing this to my attention.

@HustleEverywayEveryday 8 месяцев назад

How can I get the discount if im already subscribed to quote ID??

@ForeverSelfEmployed 8 месяцев назад

You would have to unsubscribe and then resubscribe through the website

@HustleEverywayEveryday 8 месяцев назад

@@ForeverSelfEmployed would that mean I’d lose all my customer information?

@JohirulGfx 7 месяцев назад

Bro don't SEO your video. So you are not getting views. Do you want to SEO the videos bro?

@BRExteriorPro 4 месяца назад

No I don't

@JohirulGfx 7 месяцев назад

Do you want your videos to get views organically?

@brentosburn3422 4 месяца назад

Inside email automation, if I am editing the templates and it says @Customer_first_name and also @estimate_link, are these things automatically entered into the email as a custom name and custom estimate link?

@JohirulGfx 7 месяцев назад

Hi Bro, How are you? How can I contact You?