Split System Quote Tutorial

Create professional split system quotes using the Cooledge mobile app. This tutorial covers the complete quoting process from initial setup to final quote generation in just 2 minutes.

Video Tutorial

Creating split system quotes in 2 minutes in the Cooledge mobile app. This video demonstrates the complete quoting process from start to finish.

Before You Start

Prerequisites:

• Cooledge mobile app installed and logged in
• Customer information ready
• Basic site requirements assessed (power, mounting, access)

Recommended Reading:

• Split System Field Reference - Complete field and options reference
• Quoting Basics - General quoting fundamentals

Step-by-Step Process

1. Quote Photos

• Site Photos: Take photos of installation areas and add overlay units

2. Unit Selection

• System Sizing: Choose appropriate capacity based on area size
• Brand Preference: Select customer's preferred brand or recommend suitable options
• Model Selection: Pick specific model based on features and budget

3. Installation Configuration

Power Supply Options:

• Assess electrical setup
• Choose from: Reuse, New Dedicated Circuit, RCBO upgrades ect.
• Factor in additional electrical labor if required

Outdoor Unit Mounting:

• Evaluate installation location
• Select appropriate mounting: Anti-vibration mat, Evocrete slab, brackets, etc.
• Consider access and maintenance requirements

Indoor Installation:

• Choose installation type: House or Apartment
• Configure trunking color to match property
• Set up condensate drainage options

4. Labor and Timing

• Time Allowance: Select appropriate time based on job complexity (3-8 hours)
• Number of Installers: Choose single man or extra man based on job requirements
• Special Requirements: Add lifter or long ladder if needed

5. Quote Customization

• Quote Notes or Exclusions: Include specific requirements, exclusions or quote notes
• Adjustments: Apply discounts or additional charges if needed
• Job Requirements: Document specific customer preferences or internal report notes (if needed)

6. Customer Setup

• Customer Information: Enter customer details and site address

7. Review and Generate

• Final Check: Review all settings and pricing
• Customer Approval: Present quote options to customer
• Quote Generation: Click "Upload Reports" to generate professional Online Quote and PDF's, the quote will be emailed to your customer automatically

Pro Tips

Accuracy Tips:

• Site Assessment: Always verify power requirements before quoting electrical work
• Access Consideration: Factor in difficult access when selecting time allowances
• Customer Communication: Clarify all requirements before finalizing quote options

Professional Presentation:

• Quality Photos: Ensure photos are clear and well-lit and include unit overlays, drawings or text to illustrate the full picture to your team and the customer
• Detailed Notes: Include specific installation requirements or exclusions where needed
• Multiple Options: Provide basic and premium options when appropriate, simply create a duplicate quote and swap out the unit

Next Steps

After completing this tutorial:

1. Advanced Features: Explore add-ons and customization options
2. Customer Presentation: Learn to present quotes professionally to customers
3. Follow-up: Set up quote follow-up processes (Growth Plan and above)

Related Resources

• Split System Field Reference: Complete technical reference
• Product Catalog Management: Managing units and pricing
• Quoting Basics: General quoting principles

This tutorial provides the foundation for creating professional split system quotes