Skip to main content
This recording is from our best practice webinar on lead management and quoting, hosted by Tim Duxbury and Shawna Bradshaw from the Visualcare Customer Success team. We follow a new client from their first enquiry through to an approved quote, finishing with their profile, agreement and roster set up and ready to go. Along the way we flag a few watch-outs: steps that cause problems later if they’re skipped. These come from customer catch-ups and known product behaviour.

​
What this session covers

  • Bringing website enquiries into your leads pipeline, converting them to a client profile, and tracking where new clients come from
  • Building a quote with recurring shifts, public holidays and budgets
  • Sending quotes for approval, including using Word templates
  • Converting an approved quote so the agreement, services, roster templates and budgets are created in one step
  • Support at Home quoting and how it differs from NDIS
Questions raised during the session will be answered and added to this page soon.
Want to join a session live? See Best practice monthly webinars for upcoming topics and how to register.