BME - Reports Tab
Once you have sent an estimate to a client you can track their progress. You can see the history of when and how many times they opened it, if they forwarded it, signed the work authorization and whether they approved the job. This information can be viewed under the REPORTS tab on the Boost My Estimate clipboard. Here you will see the estimate files, the quote activity and any further actions that have been taken by the customer.
After an estimate is the clipboard will turn green. To access the history under the Reports, click back into the Boost Me Estimate clipboard.
The features available within the reports section are:
- Sent: This shows when the estimate was sent and to which phone number or email it was sent.
- Last viewed: This shows how many times the quote was viewed and the last time it was viewed. It also shows where the quote was accessed from.
- Job Approved: This shows if the job was approved and when the job was approved.
- Forwarded: This shows if the estimate has been forwarded to anyone else. This could be a great way to see if you are in competition with another Body Shop.
- Authorization Signed: This shows the signed authorization or E-Sign form and allows you to download the form and save it for your records.
- Approved Up Sales: This shows if any of the up sales have been approved by the customer.
- Notifications & Alerts: This shows any notifications and alerts that would have been sent out in relation to the estimate.
For more information on the Boost My Estimate (BME) Settings tab click here.