How to Quote a Multi System (Multi-Head Split) on Your Phone with the Cooledge App
Quote a multi system in the Cooledge app while you're still on site: one outdoor unit running an indoor head in each room. Add a site photo with the unit drawn in, give your customer two options and send it before you leave. Then watch your customer pick one on their phone.
- Start a multi system quote from the plus button
- Add a site photo and draw the outdoor unit on the wall
- Choose the outdoor unit and an indoor head for each room
- Set the power supply and the number of installers
- Duplicate the option and step up the indoor heads
- 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 multi system on your phone: one outdoor unit running heads in two rooms. Then you'll add a second option and watch your customer accept it. This is the Cooledge app. Everything in this video happens on your phone, on site. First, start a multi system quote.
Tap the plus button in the corner. Tap New Quote. Choose Multi System. It's for one outdoor unit with two or more indoor heads. Next, photograph where the outdoor unit will go.
Outdoor Pictures sits at the top of the option. Tap the plus. You can take a photo on the spot or choose one you've already taken. Choose from Library. Pick the shot of the back wall. The photo editor opens. Tap an outdoor unit in the strip at the bottom. It lands in the middle of the photo. Drag a corner to size it to the wall. Then drag it into place at the base of the wall, where the unit will sit. Tap Save. The photo is added to the option with the unit drawn in. Now choose the outdoor unit and the indoor heads.
Tap Select Outdoor Unit to open the multi system catalogue. Pick the Daikin five point two kilowatt outdoor unit. Below the outdoor unit are the indoor unit areas. Tap Add Indoor Areas. Each area is one indoor head. Area one is the main bedroom. Tap Select Indoor Unit. The list only shows heads from the same brand and series as the outdoor unit. The bedroom gets a two point five kilowatt wall head. Tap the plus to add area two, for the living room. Each area has its own pipe length, trunking and drain. Tap Select Indoor Unit again. The living room gets the three point five. Tap Done. Both heads are now listed under Indoor Unit Areas. Then set up the install.
Next is the power supply. Tap it to see the options. This job needs a new dedicated circuit. The electrical cost is added for you. Mounting starts on an anti vibration rubber mat. Change it if the job needs brackets or a slab. Set the number of installers. Two for this job. The time allowance below is suggested from the labour hours in your catalogue. Your customer never sees it. Now give your customer a second option.
Scroll back up to the option header. Tap the three dots on Option one. Tap Duplicate. Option two is a full copy, photo and all. Tap the arrow to fold Option one away. Option two is right underneath. Same outdoor unit, same heads, same install. For a better option, step up the heads. Tap area one. Tap the indoor unit. Choose the Daikin Zena two point five. Then area two. And the Zena three point five. Tap Done.
Then add your customer and send it. Tap Next. The summary shows both options, each with its own price. A second option takes a few taps. Tap Next again to add the customer. Tap Select Customer. Your recent customers are listed first. Choose Jasmine. Her email, phone and address come across. Tap Generate. Cooledge builds the quote and the installation report. Tap Send to Customer. The email is already written, with a link to the quote online. Check it over, then tap Send email. That's it. The quote is marked as sent, with the time it went out. Finally, here's what Jasmine sees.
Jasmine opens the link on her phone. Her quote is waiting, with both options on it. Each option lists the outdoor unit, the indoor head for each area and the price. She ticks Option two, with the Zena heads. Then she agrees to your terms and conditions. One tap on Accept Quote. Cooledge works out the deposit from your payment terms. She chooses how she'll pay the deposit. And she's done. You get an accepted quote for the option she chose. That's a multi system quote with two options, built and sent from your phone. Find more Cooledge tutorials on our channel.