Manage Quote Templates

▸General
0 templates
▸Installs
15 templates
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Compliance check level A
x1 man x1 hour NO tanker jetter
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Compliance check level B
One man x2 hours to include CCTV equipment NO tanker or jetter
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Compliance check level D
One man x2 hours with tanker, CCTV & Jetter
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Compliance check level C
Option for customer to use own desludge company
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Compliance check level E
Two men with tanker, tank entry, CCTV tanker & jetter
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Environment Agency permit application for discharge of treated effluent to ground.
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Install Project Supervision
INTERNAL NOTES - MAKE SURE YOU AMEND HOURS TO SUIT CLIENT REQUIREMENTS
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Percolation Test - to BS6927 design (foul waste)
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STP Completion Project Quote
Check what's included and if anything (section 50 fees, tankering etc) is additional
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STP Installation Project
Check with sales/on PipeDrive for any additional items agreed.
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Supply only x1 CRXII-5 STP
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Supported Install - Detailed Pack
Detailed support pack
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Supported Install - Tendering Pack
Basic support pack
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michelle test 56Hidden
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Main description goes hereHidden
Some notes
▸Service
25 templates
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Areas A&B - Supervised tanker & jetter x1 man x1 hour
general - for sites out of areas A&B see other template
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Areas C&D - Supervised tanker & jetter x1 man x1 hour
x1 man supervised tanker & jetter - add in additional time / gallonage where required
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Area E - Central London - Supervised tanker & jetter x1 man x1 hour
Central London supervised tanker jetter
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Replace orange control floats
Remedial work x1 man to replace control floats
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Two man tank entry with tanker and jetter
Includes x2 men x1 hour onsite
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Callout to your off mains drainage system.
INTERNAL NOTE - MAKE SURE YOU CHOOSE THE CORRECT AREA AND NUMBER OF ENGINEERS
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BA/BB SERVICE ENGINEER CHANGE
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Commission Options
All three options to choose from
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Desludge & Jetter - after service/callout
YOU WILL NEED TO CHOOSE CORRECT GALLONAGE AND JETTER TIME
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Desludge - Commercial - NEW ENQUIRY
INTERNAL NOTE - YOU WILL NEED TO CHOOSE THE CORRECT GALLONAGE
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Desludge - Domestic - following service visit
INTERNAL NOTE - YOU WILL NEED TO CHOOSE THE CORRECT GALLONAGE
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Desludge - Domestic - NEW ENQUIRY
INTERNAL NOTE - YOU WILL NEED TO CHOOSE THE CORRECT GALLONAGE
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Fibreglass repair - two men with tank entry
check the detail is specific to the site
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Goldstar callout
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Goldstar service to your off mains drainage system.
INTERNAL NOTE - MANUALLY INPUT PERIOD AND DATES AND COST
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HASTOE - Standard service to your off mains drainage system.
HASTOE HOUSING - INC 6 MONTH SIM FEE
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Marsh commission - per unit
Please ensure you add in any parts used if applicable and number of units (cost is per unit)
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Passing visit to collect effluent sample
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Service - Standard Routine
enter correct contract price
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Shipping
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Standard service to your off mains drainage system.
INTERNAL NOTE - MAKE SURE YOU CHOOSE THE CORRECT AREA AND NUMBER OF ENGINEERS
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Supervised tanker and jetter - PUMP STATION
Pump station supervised tanker/jetter, choose correct gallonage and time onsite, jetter etc.
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Standard service to your off mains drainage system.Hidden
NO CONSUMABLES - INTERNAL NOTE - MAKE SURE YOU CHOOSE THE CORRECT AREA AND NUMBER OF ENGINEERS
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test service michelleHidden
testing 123
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Desludge - Commercial - following service visitHidden
INTERNAL NOTE - YOU WILL NEED TO CHOOSE THE CORRECT GALLONAGE
▸Retail
4 templates
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Luke test★Hidden
notes go here
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Standard Install
Testing
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fixing pump stationHidden
Notes for future reference
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test descriptionHidden
▸Trade
1 template
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test template installHidden
▸Municipal
2 templates
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Luke 2 items test order★Hidden
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Testing DescriptionsHidden
▸Testing
10 templates
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Test - Roll up, nothing editable
Notes go here Testing two lines of notes
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Test - detailed nothing editable
optional notes go here
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Test - editable values and removable parts
Some test notes here
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Test - Detailed, Item Price editable
Notes (optional)
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Test - Roll up, add items
Notes for engineer for a day
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Test - no rollup, part qty editable
Notes go here second line of notes third line
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FujiMAC air blowers
Listing of FujiMAC air blowers
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test
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Wendy Andrews
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Years
▸More Testing
4 templates
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Test - editable quantities add and removableHidden
notes for this test template
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Test - roll up, editable part namesHidden
more notes
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Test - Roll up, parts removable not editableHidden
notes
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Testing service to your off mains drainage system.Hidden
▸WW - English Sites
2 templates
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Hereford STWHidden
Spare parts for Hereford STW
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Alton Road STWHidden
Spare parts for Alton Road
▸WW - Welsh sites
2 templates
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Monmouth STWHidden
pick parts from groups
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Newport WWTWHidden
Notes re. Newport
▸Service Contracts
1 template
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Gold Star Contract Renewal
Gold Star Contract Renewal Notes
▸Service Contract Visits
1 template
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Goldstar Visit Quote
Goldstar Visit Quote Notes
▸Ungrouped
3 templates
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testHidden
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TeatingHidden