How to Quote a Ducted System Replacement on Your Phone with the Cooledge App
Quote a ducted replacement in the Cooledge app while you're still on site. Add a photo of the old unit, give your customer two options and send it before you leave. Then watch your customer pick one on their phone.
- Start a ducted quote from the plus button
- Add a photo of the old outdoor unit
- Filter the catalogue by capacity and choose the new unit
- Set up the replacement: return air, ductwork, power and removal
- Duplicate the option and swap in a premium unit
- Add your customer from your recent list
- Generate the quote and send it by email
- Your customer picks an option and chooses how to pay the deposit
Chapters
Transcript
In this video you'll quote a ducted replacement on your phone. You'll add a photo of the old unit, give your customer two options and send it before you leave. Then you'll watch your customer choose one. This is the Cooledge app. Today's job is an old ducted system that needs replacing. Everything happens on your phone, standing at the side of the house.
First, start a ducted quote. Tap the plus button in the corner. Tap New Quote. Choose Ducted System. You go straight to the installation details for Option 1.
Start with a photo of the old outdoor unit. Tap the plus next to Outdoor Pictures. You can take a photo on the spot. This one is already on the phone, so choose from your library. Pick the photo of the old unit. The photo editor opens. On a new install you could drop a unit onto the wall here. This is a replacement, so the photo of the old unit already shows where the new one goes. Tap Save. The photo is added to Option 1. Next, pick the new unit.
Tap Select Unit to open the ducted catalogue. Use the filters to narrow the list. Tap Power, Capacity. The old system was ten kilowatts, so choose ten. Pick the Daikin ten kilowatt Inverter. Its price comes straight into the quote. Now tell Cooledge what you're replacing.
Scroll down to the installation details. Most fields already have a default. Installation Type starts on New Ceiling. This one is a replacement, so choose Replacement Ceiling. Return Air Type is one you always set. The return air box stays and gets a new grille. Choose Replace Grille, Ceiling. Ductwork Type is the other one. Tap it to see the options. The supply ducts are staying, so choose Replacing R/A Only. Zones and outlets come next. On a new install you'd count them here. This job keeps the existing ducts, so leave them. Controller Location already says Hallway. Pipe, trunking and the outdoor unit mounting start with defaults too. Power Supply is the last field you have to set. The existing circuit stays, so choose Reuse. Under Other Options, tell Cooledge the old system is coming out. Tap Removal Of Existing. Both units are going, so choose Indoor and Outdoor. Now give your customer a choice.
That's Option 1 done. A new ten kilowatt Daikin on the existing supply ducts, a new return air grille, the old circuit reused and the old system removed. Each of those choices feeds into the price, so the total is ready the moment you finish. Some customers will want to see a step up before they decide. So head back up to the Option 1 header. Tap the three dots on Option 1. Tap Duplicate. Option 2 is a copy of Option 1, with the photo and every install detail. Tap the arrow to fold Option 1 away. Here's Option 2, photo and all. Only the unit needs to change. Tap Select Unit. Filter to ten kilowatts again. This time pick the Daikin ten kilowatt Premium Inverter. Same size, a step up in model. That's a second option in a few taps. Tap Next. The summary shows both options with their prices. Check them over before you go on. Then add your customer. Tap Next again to add the customer.
Tap Select Customer. Your recent customers are listed first. Pick Liam Costa. His email, phone and address come across. His contact is set for you too. Now send it.
Tap Generate. Cooledge builds the quote for Liam and an installation report for your installer. Tap Send to Customer. The email is already written, with a link to view the quote online. Check it over, then tap Send email. Done. The quote is marked as sent, with the time it went out. Finally, here's what your customer sees.
Liam opens the link on his phone. He sees your logo, his address and both options with their prices. He scrolls down to compare them. He ticks Option 2, the Premium Inverter. Then he agrees to your terms and conditions. One tap on Accept Quote. Cooledge works out the deposit from your payment terms. He chooses how he'll pay the deposit. And he's done. He gets your payment details. You get an accepted quote for the option he chose. That's a ducted replacement quoted with two options, sent and accepted from your phone. Find more Cooledge tutorials on our channel.