Use this guide during proposal creation and day-to-day field work.
It is designed to help teams work faster, reduce mistakes, and keep proposals accurate before they are sent to customers.
Before You Begin
- Search for the correct customer record
- Work through the property one area at a time
- Review confirmation boxes carefully
- Verify all proposal details in ClientTether
- Triple check pricing before sending
Use QuoteSter One Area At A Time
QuoteSter works best when users move through one room, area, or section at a time.
Instead of trying to complete the entire property at once, complete one area, review it, save or continue, and then move to the next area.
Best Practice
Work step by step through the property instead of attempting everything at once.
Review Confirmation Boxes Carefully
QuoteSter can speed up proposal creation, but users should still review the information before moving forward.
Confirmation boxes help catch missing information, incorrect categories, misunderstood details, or other issues before they reach the final proposal.
Best Practice
Always review confirmation boxes carefully instead of assuming everything was captured correctly.
Use Duplicate For Similar Areas
If multiple rooms or areas are similar, users can duplicate an existing section instead of rebuilding it from scratch.
This is useful for similar bedrooms, matching offices, repeated service structures, or other areas with shared details.
Best Practice
Use duplication to save time when areas share similar details, then adjust anything that is different.
Create A New Area When The Work Changes
Whenever the scope of work changes, create a new area.
Separating areas keeps proposals easier to read, easier to review, and easier to adjust later.
Best Practice
Keep areas separate and specific instead of combining unrelated work into one large section.
Start With The Correct Customer
When starting a proposal, search for the customer using the email address tied to their ClientTether account.
This helps ensure QuoteSter updates the correct customer record.
Best Practice
Always verify the customer before beginning work on a proposal.
Review The Proposal In ClientTether
After QuoteSter sends the proposal into ClientTether, review it carefully before sending it to the customer.
Check customer information, areas, rooms, categories, pricing, totals, field values, and dropdown selections.
Best Practice
Never send a proposal without reviewing it first.
Verify Dropdown Fields
ClientTether may occasionally show dropdown fields as blank.
This is a known ClientTether display issue, but users should still verify the proposal before sending it.
Best Practice
Always check dropdown fields before sending the proposal to the customer.
Triple Check Pricing
QuoteSter applies pricing automatically, but pricing should still be reviewed before a proposal is sent.
Mistakes with totals, quantities, line items, or discounts can create serious problems if they are not caught early.
Best Practice
Always triple check pricing before sending proposals.
Choose The Field Workflow That Fits The Situation
Different users may prefer different ways of working in the field.
Some users build the quote during the walkthrough by entering information room by room. Others prefer to complete the walkthrough first, take measurements and photos, and build the proposal afterward.
Best Practice
Choose the workflow that best matches the working style, customer setting, and field environment.
Plan For Poor Reception
If internet or cell service is weak, users should continue collecting information normally and complete QuoteSter entry later when the connection improves.
Best Practice
Do not let poor reception interrupt the inspection process.
Summary
QuoteSter performs best when users:
- Work area by area
- Stay detailed and specific
- Review confirmation boxes
- Correct mistakes early
- Use Duplicate for similar areas
- Create new areas when the work changes
- Review proposals in ClientTether
- Check dropdown fields
- Triple check pricing
Strong usage habits help create faster proposal completion, better consistency, fewer mistakes, and a smoother customer experience.