CRM – Enter Calls

Easily keep track of Calls!

In this tutorial, we show you how to enter a call in the CRM once you receive it.

Once the call has been entered, you can then simply convert it to a lead or client.

CRM - Calls

Service Requests

Keep up to date with clients!

In this tutorial, you can see how to receive service requests from your clients 24/7 via the iBot Client App. With the iBot Client app, your clients have access to multiple features to keep them up to date.

Service Requests

Creating Estimates and Quotes

How to create-estimates-and-quotes-easily

Easily Create Estimates/Quotes

Click CRM, then Quotes to:

  • Add Customer information
  • Add Quote information
  • Measure Property lot size will total automatically
  • Add in additional information including automatic pricing and follow up dates.

Estimates & Quotes