Phone Pro Quotes

Phone Pro Quotes

Phone Pro Quotes lets you send instant quotes via text directly from Caller ID—while on the call or right after, eliminating delays and increasing conversions.

With an intuitive grid to select repairs, customizable messaging, and seamless lead tracking, this feature helps repair shop owners turn more inquiries into confirmed jobs.


Phone Pro Quotes Video Guide:

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FAQs:

Do I need Phone Pro to use this feature?

Yes, Phone Pro must be activated in RepairDesk for this feature to work. (Learn more)
Can I customize the quote message?

Yes, before sending the quote, you can edit the text message to include custom details or promotional offers.
What if the customer doesn’t confirm right away?

You can save the quote as a lead in the Leads Module and follow up later.
Can I send quotes for multiple services in one message?

Yes, you can add multiple services to a single quote before sending it.
How can I create canned messages?
1

To create canned messages go to Integration Setup > Message Templates.

2

Click on ‘Create Template’ and fill out the following fields in the pop‑up:

  • Message Name
  • Message (your actual message)
  • Use macros like {customer_first_name} or {store_phone} to dynamically pull in information
3

Once you hit Confirm, your message is added to the list, and a success message confirms it.

Success confirmation
4

Under the Message Templates tab, you can:

  • Edit a message
  • Delete it
  • Enable/Disable templates without removing them by turning the toggle on/off.
Message Templates tab options

When you're on a call and click ‘Write Message’, a ‘Templates’ dropdown appears in the message area. Choose a template, and its content will auto-fill the text box.

If the system doesn’t recognize the customer (e.g., first-time caller or unknown number), any macros related to customer details (like {customer_full_name}) will be left blank. It’s a good idea to double-check the message before sending in such cases.