References
References allow you to attach a list of past customers to your proposals. This is especially helpful for first-time customers who want reassurance before hiring you.
Only include customers who are comfortable being contacted and who you are confident will speak positively about your work.
Opening the References list
There are two ways to open the Company References form.
Option 1: From the Proposal page
On the Proposal page, click Terms & Reference Lists, then select Company References.
Option 2: From the Customer Database
On the Customer Database page, click the menu button at the bottom and choose Open Company References.
Adding references
To add a reference:
- Enter the customer’s name
- Enter the phone number
- Select Interior, Exterior, or both
- Click Add
After adding the reference, click Update Customer Database to flag this customer as a company reference.
You can also add a customer directly from the Customer Database by right-clicking their name and selecting Add to your reference list.
Attaching references to proposals
To include references with a proposal:
- Open the Proposal page
- Open Proposal Details
- Check Attach Reference List
References are not included unless the Attach Reference List option is checked. Always verify attachments before previewing or sending a proposal.
Including references can help build trust, especially with customers who are unfamiliar with your company.
If you have any questions, please contact support@thepaintestimator.com.