Quotes

A quote appears on the booking as Quote, version N, with the date it’s valid until and its terms: when invoices are due and the cancellation rule. A reminder comes 48 hours before it runs out.

Shown with a sample firm; your portal shows your security provider's name and colours.

Answering a quote

You need the Approve quotes, changes, extra time and cancellations permission.

• Approve (or Approve and pay the deposit): enter a PO number if your account needs one.
• Ask for a change: say what you’d like. Your security provider sends a new version; this one stays open meanwhile.
• Decline: say why, if you like.

If you can request but not approve, the booking shows who it’s waiting on.

Deposits

Some quotes take a deposit when you approve, by card, Apple Pay, Google Pay or bank account. It’s credited on the booking’s invoices.

• A card payment takes a moment. A bank payment can take up to 4 business days: the booking reads Approved, deposit clearing meanwhile.
• If a deposit doesn’t go through, your approval stands: pay it to confirm the booking.
• If your security provider takes payment outside the portal, the booking reads Approved, deposit to pay directly.

Shared bookings

A booking can be shared by up to 5 payers, each paying their own share. It’s confirmed once every payer approves the latest version; a new version asks everyone again. Each payer sees only their share. A later change or extra time asks only the payers whose share goes up.