A Tour Through BluePro’s Quote Tool
At BluePro, we’re all about helping home service businesses work smarter—not harder. One of the most powerful features in our platform is the quoting module, designed to simplify how you create, send, and manage quotes.
Whether you’re new to BluePro or just looking to get more out of quoting, here’s a quick tour of everything you need to know.
At a Glance: Your Quote Dashboard
As soon as you open the quoting module, you’re greeted with a dashboard showing quote activity over the past 30 days:
- Quotes Created
- Quotes Sent
- Quotes Accepted
- Total Dollars Quoted
- Total Dollars Approved
You’ll also see a full list of current quotes, including their status, contact info, assigned salesperson, and total value.
Creating and Customizing Quotes
Ready to send out a new quote? Click “+ Quote” to get started. Here’s what you can customize:
- Customer Info: Select the recipient—contact details auto-populate.
- Expiration Date: Set how long the quote is valid.
- Quote Number: Automatically increments, but can be edited.
- Salesperson Assignment: Tag who’s handling the sale.
- Customer Message: Add personalized notes that show on the customer’s quote.
Once you’ve filled out the basic details, click Save to move forward.
Line Items, Discounts, and Deposits
BluePro lets you easily add products and services to a quote, whether they’re preloaded from your library or created on the fly. Here’s what you can do:
- Add Products or Services: Use your preset items or write in a custom entry.
- Adjust Quantity and Price: Tailor each line item as needed.
- Add Descriptions, Headings, or Images
- Apply Discounts and Taxes
- Collect Deposits: Input deposit percentage or dollar amount due upon acceptance.
This level of flexibility helps ensure quotes are clear, accurate, and tailored to every customer interaction.
Sending Quotes and Customer Interaction
When you’re ready, send the quote via:
- Email, with a custom message
- Direct link, perfect for texting or messaging
Once sent, the quote status updates to “Waiting.” Customers can:
- Accept and pay a deposit
- Reject the quote
As they respond, the quote status updates automatically (e.g., to Accepted or Declined), and you’ll receive a notification. If a deposit is collected, it’s processed through BluePro’s payment system. From there, you can convert the quote into a job instantly.
Final Thoughts
The quoting module in BluePro is built to take the friction out of sales. From clear visibility and simple customization to seamless customer interaction and internal team notes, it’s a tool that keeps your business moving forward.
Whether you’re quoting a one-time clean or a large home renovation, BluePro ensures you’re staying organized, professional, and efficient—every step of the way.