In this article, you will learn how to track why estimates are being declined.
When you send an estimate through Workiz, your customer will receive a link to the client portal where they can review and approve or decline the estimate. If they decline, they will be presented with the option to provide a reason for their decision:
- Too expensive for my budget
- Found a better price or value
- Doesn't align with my needs
- Timeline doesn't work for me
- Personal circumstances
- None of the above
Your customers will only see the option to provide a reason for declining an estimate if they are viewing the estimate in the new client portal. If your customers are not prompted to provide a reason, it may be because your account is still using the old client portal.
To learn more about why you may be limited to the old client portal, please see this article.
What you will see
You will receive a notification in the Message Center whenever an estimate is approved or declined. If a client declines and provides a reason for their decision, that reason will also be provided in the notification you receive in the Message Center.