Option Quoting, Quote Deposits, Smarter Quote Automations & More
Quoting got a major upgrade. The new quote builder is now live for everyone, Option Quoting is out of beta, and your quote automations now react to what your customer actually does with the quote. Here's everything that's new since our last update.
Option Quoting - OUT OF BETA
Put up to four options on one quote, like Basic, Standard and Premium. Your customer compares them side by side in the client portal, picks one, and accepts.
You can also mark individual line items as optional, so customers can keep or remove add-ons before they accept.
What this gives you:
Bigger tickets by letting customers choose to upgrade
Fewer back-and-forth texts about "what would it cost if…"
One quote instead of three
Once accepted, you'll see which option was chosen and can convert it straight into a job or service plan.
Availability: Option Quoting is included on the Pro plan. Reach out through in-app support and we'll turn it on for your account.
Learn more about Option Quoting:
https://helpcenter.getrotor.com/en/articles/0112612-option-quoting
New Quote Builder + Quote Deposits - LIVE FOR EVERYONE
The new quote builder is now on for every account, including deposits on quotes. Set a percentage or fixed amount, and your customer pays it in the portal when they approve. Rotor creates the deposit invoice, takes payment, and credits it to the first job when you convert.
Customers can also Request Changes or Decline right from the portal, and you'll see their notes on the quote.
Note: Stripe must be connected to collect deposits.
Learn more about Quote Deposits:
https://helpcenter.getrotor.com/en/articles/1942872-collect-a-deposit-on-a-quote
Quote Status Automations
Workflows now have three new quote triggers: Quote Approved, Quote Changes Requested and Quote Declined. Use them to move a contact through your pipeline and stop follow-up texts the moment a customer responds.
We've also updated the default Quoted pipeline and its automations:
Three new pipeline stages for approved, changes requested and declined quotes
Updated default automations that use the new triggers
No more follow-up texts going to customers who already said yes
If you were still using our default Quoted pipeline, we've applied these updates for you. If you customized yours, nothing was changed — reach out and we're happy to help you set it up.
Learn more about Workflows & Automations:
https://helpcenter.getrotor.com/en/articles/9225600-workflows-and-automations
Schedule Improvements on Web
Group view now shows crew and technician initials so it's easier to read at a glance
Drag and drop works better when moving combined visits
Crews with no technicians are hidden from the scheduling wizard
Fixed technicians showing as unavailable when they were free
Property Previews & Cover Photos
The street-level preview of a property has been replaced with an overhead map view of the location wherever it appeared on leads and customers.
Want a real photo of the property instead? Set any photo on the lead or customer as the cover:
Go to Attachments → Photos on the lead or customer
Hover over the photo and press the star
That photo now replaces the map preview
This works in the mobile app too.
Reorder Pipelines
You can now drag your pipelines into the order you want, so the ones you use most stay at the top.
Team 2FA Enforcement
Admins can now require two-factor authentication for their team from the Team settings page, adding an extra layer of security to your account.
Unique, Editable Invoice Numbers
New invoice numbers are now randomly generated and unique, so customers no longer see "Invoice 0001". You can also edit an invoice number at any time, even after it has been sent.
Rotor + Claude
Rotor is now listed in Claude's connector directory, so connecting your Rotor account to Claude takes just a few clicks. Rotor AI can now also read timesheets (GPS data excluded).
Fixes & Polish
Reminder emails no longer send after a job is cancelled
Calling fixes: calls hanging up after one ring, recorded calls missing from conversations, and calls now follow a contact when a lead converts to a customer
Quote tax totals now add up correctly
Canadian bank payment limit fixed
Team invites now deliver reliably
New leads now show up on mobile right away
Coming Soon!
More Option Quoting improvements are on the way:
No option pre-selected: the portal won't select an option by default unless you've marked one as recommended
Photos per option: add photos to the option itself, separate from line item photos
Notes per option: each option can have its own notes
Advance to agreement per option: choose which options advance to an agreement
Simpler layout: a cleaner, more intuitive quote builder
Better mobile preview: an improved "View quote as Client" screen in the mobile app
Review the Latest Updates
Log in to Rotor and review these updates and articles with your team. Reach out to us directly via our in-app support with any questions and we are happy to coordinate.
Keep in touch!
If you're curious about Rotor or would like to learn more, we'd love to meet you! We feel super blessed to work alongside such a great industry and love helping our companies succeed.
👉 BOOK TIME WITH US: https://calendly.com/carson-getrotor/rotor-demo
Follow the journey on Instagram @get_rotor
Have feedback on any of these? We want to hear it. Reach out through the Discord community, the in-app chat, or email us at support@getrotor.com.
- The Rotor Team