Converting Quotes to Bookings

A quote request is just the first step. Here's how to turn it into a booked job.

The Conversion Process

1. Respond Quickly

Speed matters. Customers often request quotes from multiple businesses. Being first to respond dramatically increases your chances.

Ideal response time: Under 1 hour

2. Provide Clear Pricing

Be specific about costs:

Range if variable: "$150-200 depending on access"

Flat rate if possible: "$175 for standard drain cleaning"

Include what's covered: "Includes diagnostics and first hour of labor"

3. Offer a Time Slot

Make it easy to say yes:

"I can come out Tuesday at 2pm or Wednesday morning. Which works better?"

4. Confirm the Booking

When they agree:

Open the quote in Fixly

Click Convert to Booking

Select the agreed time

The job appears in your calendar

Sample Response Template

"Hi [Name], thanks for reaching out! [Service] typically runs $X-Y. I have availability [Day] at [Time] or [Day] at [Time]. Reply with your preference and address, and I'll get you on the schedule!"

Following Up

If they don't respond:

Wait 24 hours

Send one follow-up message

If no response after 48 hours, they've likely gone elsewhere

Tracking Conversion

In the Quotes tab, you can see:

Pending — Awaiting response

Converted — Became a booking

Declined — Customer declined

No Response — No reply received