Customer Portal Quotes

The Quotes section is where you can view all quote requests that have been submitted by the customer and request a new quote (click the + sign).  Like that of HQ, there are icons throughout the portal that allow users to enable/disable filters, to export the data in the table to a .csv file, and to hide/unhide and arrange the columns in the table and to request a quote (+ sign).

For the customer, to view the quote request details, click the respective Quote ID or click the three vertical dots, then click Details. This allows you to view the details of the request (i.e. quote description, attachments if applicable, etc.), to [Cancel] the quote request, and to send a comment to your dealer (i.e. A customer may comment asking for the status of this request?).

For the Dealer, the Quote Requests can be found in your Tinnacity’s HQ under Service/Quotes and allows you to view the details of the request (i.e. quote description, attachments if applicable, etc.), and to send a comment to your customer (i.e. A customer may comment asking for the status of this request and you can comment back with an update). You would then use this request to create the respective quote.

In HQ, the Quote Requests includes a Status field that indicates the current status of the request, specifying whether the request is Pending, Request Received, In Process, In Process - Ready for Parts Review, In Process - Parts Review, In Process - Ready for Service Review, Customer Approval Needed, Change Requested, Approved, Parts Ordered, Parts Partially Received, Completed, Denied, Customer Denied, or Canceled.  It is important to keep these updated so that your customer knows the status of their request.