Once you see a request that looks right for you, you can click on it to preview the request in full and find out some more information. This is completely free.
In the request preview area, you will learn:
The precise location - including a view of the location on Google Maps
The customer’s first name
The customer’s phone number (if included). Where not included you will clearly see “No phone number provided”.
The number of credits required to quote - more info on credits here
The event date & time
The guest count
Your driving distance from the event in miles & estimated time
Services required
The event duration
Any further information that is applicable (dependent on the service you offer)
The customer’s full message
Find Event Details on desktop
Find Event Details on mobile
Once you have read through all of the information, you can then decide if you’re interested in quoting on the request and putting yourself forward for the job.
Typically, at this point, 1 of 3 things will happen:
Option 1: You have everything you need to send an accurate and detailed quote and you’re ready to go
Option 2: You’re interested in the event but possibly missing some information to be able to give an accurate quote
Option 3: You’re not interested in the request
Let's take these one by one!
Option 1: I have everything I need and I'm ready to quote
At this point, you’re ready to start drafting your quote.
From desktop, you will have the quoting panel open in front of you and ready to go. Or, if you’re on mobile, simply click on the “Your Quote” tab to start drafting your response to the customer.
Templates
In the quote area, you have the option to select a quote template to start with.
🥳 Quote templates are pre-drafted quotes that you can set up at any time to make sure every quote you send is completely perfect. You can add personalisation, tweak and edit templates to make sure they’re customised to the request. Learn more about templates here.
So, if you have templates set up, you can choose which one you would like to use and begin to edit it to send to the customer. Or, if you don’t have templates, simply continue drafting your quote.
Include cost
Under include cost, you have the option to either “include cost” or you can select “need more information” to send your response without a cost.
📮 Please note: Whenever you send a response to a customer, even if you have selected the “Need more information” option in the “Include cost” dropdown, you will still be charged the relevant number of credits required to respond.
We recommend always including a quote cost even if this is just an estimate. As quotes that include a cost are 24% more effective.
In this box, you can enter a price estimate based on the information you have so far. This is not a contractual agreement and this price can be negotiated later with the customer once you learn more about their requirements - so don’t worry about getting this 100% accurate. You simply want to give a minimum or ballpark figure, so the customer knows what to expect.
Message
The message section is arguably the most important section.
Remember, at this stage, a customer doesn’t know about your business and this is their first introduction to you. So make sure you’re explaining your offer to someone who doesn’t know you or what you do.
We go into detail about what makes a successful quote in this article, but here are our top Dos & Don’ts:
DO introduce yourself and your business
DO clearly state your cost & explain what is included
DO provide alternative contact details like your phone number or email address & links to your website and social media to build trust with customers
DON’T send a short response such as “Hi, I’m available, call me on 07*******”. Remember, the customers you’re matched with don’t know you yet - so provide enough detail to win them over.
DON’T send a generic response that is not personalised to the customer and their requirements.
Check out our best quoting top tips in our Get Hired Guide.
Add images & attachments
As you near the end of your quote, you have the option to add images & PDF attachments. These are not to be overlooked.
Since the customer is getting to know your business for the first time, including relevant and eye-catching photo attachments is vital. In fact, adding 6-10 great attachments accounts for a 26% boost in bookings, so don’t skip this step.
To add attachments, click the "Add images & attachments" button and the option will expand to add images and PDFs. You can drag and drop your chosen attachments here.
Once you’re happy with your message and cost and you’re ready to go, simply press “Send Quote”. This will fire off your response to the customer.
They will immediately be notified via email of your response so they can review your quote and get back to you. They can also access it from their Add to Event dashboard and reply via messenger.
✋ Please note: quotes won’t be sent until you have credits. But you can purchase these at any time, including after pressing Send Quote. We go into more detail about credits here.
Option 2: This looks interesting, but I need some more information
At this stage, it is up to you whether you would like to respond to the request with a rough price & ask the relevant questions to be able to give a more accurate quote or if you would prefer not to respond at this time.
If you choose to quote on the request, simply follow the guidelines in Option 1 to write the perfect quote.
Or, if you decide you’d prefer not to quote at this time, move on to Option 3.
Option 3: You're not interested in this request
If you’re not interested in the request, that’s completely fine! You can simply choose to Archive it and move on.
To Archive a request, simply click on the Box icon beneath the map in the Event Details panel.
⚠️ Please don’t respond to a request to say you are unavailable or not interested. This will still cost you credits.
Remember, you have matched with this request based on your preference settings. The customer has not invited you directly, so there is no need to respond if you’re unable to attend the event.