Quoting Procedures

· Response time: We must respond to a quote within 1 hour.

· If the vehicle type is not available on the requested date, Offer different vehicle type.

Offer a different date when the customer could change it. I.e. Wine tour, Brewery tour, Tacky Light Tour

· If the pick up or drop off is out of area, please advise the customer in the email. 

· If we have to reach out to an affiliate, please advise the customer of the wait time.  Weekdays 24hrs and weekends 48-72hrs

· When a customer informs us that they would like to book or not, change the Type accordingly. This helps us to know how we are doing for quotes.   

 

Set up for Ticket Properties

1. Assign the quote request to yourself.  This will prevent someone else from working on it.

 

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2. After using the canned response.  Send the email and select “waiting on customer”

 

 

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3. Remove your name from agent field.  This will ensure that the response is available to all agents in the event you are off. 

 

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4. Choose the Trip Type. Last, click update.

 

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Customer Calls in to book quote

1. Search by their name or email address.

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2. After verifying all the details with the customer.  You will need to put the Reservation number in the Trip Confirmation(s) # box.  Please change the Type to Quote- Booked.