When you win a quote
When a buyer reserves your quote, the job is confirmed. Here is what happens next:
- An invoice is generated automatically: the system creates an invoice for the agreed amount and attaches it to the quote.
- Email notifications are sent: both you and the buyer receive a confirmation email.
Note: If the automatic invoice does not appear, you can create it manually by opening the quote, navigating to the Invoice panel, and selecting Generate Invoice.
After reservation
Section titled “After reservation”The quote status moves to Reserved and remains there until the buyer pays in full, at which point it becomes Completed. The buyer’s full contact details become visible once the quote is Completed, so you can then view their name, telephone number, email address, and property address and contact them directly. See Getting paid and Customer privacy.
You can update the quote’s notes or estimated delivery date at any time. The pricing, however, is locked once a quote is reserved and cannot be changed. For any pricing disputes after reservation, contact support@senergy.ng.
Arranging the work
Section titled “Arranging the work”Once you have the buyer’s contact details, reach out to arrange the site visit, installation schedule, and any access requirements. The platform has handled the quoting and payment side. The delivery of the work is arranged directly between you and the buyer.