Site plans on your quotes
Put numbered pins on a satellite photo of the venue while you build a quote, so the customer sees where each unit goes beside the price, and the same pins land on the driver's map when the work is booked.
3:02 · Quotes · Growing and managing
Transcript
Before an organizer signs, they want two answers: what it costs, and where every restroom will stand. A site plan puts both on the same page. Start in Financials, Quotes, with New Quote. Site plans work on both kinds of quote, recurring service and one-time events. This one is a brewery festival, so it's an event. Find the customer. The Site step decides where the plan is drawn, and where the jobs will go. If there's no venue yet, pick No site yet. The quote still works, it just can't carry a plan. Add what they're renting. Here, six standard restrooms and two hand wash stations. Then comes the Site Plan, on a satellite photo of the venue. That gray dot is a unit already placed at this site. It's there for reference, and it's never part of the proposal. Click wherever a unit should stand, and a numbered pin drops there. Three pins: the beer garden, the main stage, and the gate the trucks come in through. Each pin takes a name and counts of what's on the quote. Four restrooms and a hand wash station go to the beer garden. Pins have types, too. Restroom cluster, hand wash station, holding tank and VIP trailer all hold units. An access point or a hazard just marks a spot. This one is the vendor gate, with a note telling the driver where to turn in. Put a seventh restroom on the map when only six are quoted, and it warns you. The plan and the price disagree, so one of them is wrong. Placing fewer than you quoted is fine. These counters keep the tally. Six of six restrooms and two of two hand wash stations have a spot. The pins are only a proposal for now. Nothing is placed on the customer's site until the work is booked. We'll close this quote without saving it. Now the customer's side. This event quote has already been accepted. The total sits on the left, and the proposed site plan on the right. Each numbered pin is listed under the map with what stands there. Pins five and six hold no units. They mark the service gate and the emergency lane. Further down, the lines match the map. Fourteen standard restrooms on the plan, fourteen on the price. A recurring quote works the same way. This park's plan has ten pins along the lakefront. Before they accept, a customer can drag a pin to correct where it goes, and the spot they leave is the one that's kept. They can move pins, but they can't add one, remove one, or change what it holds. When you activate a recurring quote, or an event quote turns into jobs, every proposed pin becomes a real pin on the customer's site. You'll find them under Sites, GPS Pins. Names, counts and driver notes all carry over, at the spot the customer agreed to. This is what your drivers navigate to. Event pins don't hang around. Once the pickup is completed, they're marked removed, shown in gray here, and drop off the driver's map, so next year's festival at the same venue starts with a clean slate. One plan, drawn once, does the whole trip, from the quote to the customer's yes to the driver's screen.
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