Settings
Manage Northstar Commercial HVAC.
Follow-up rules
Define when Requotery should flag a quote and create an action.
After a quote is sent with no customer response
hours
After the first follow-up with no response
hours
After any quote has no meaningful activity
hours
After a follow-up action remains incomplete
hours
Import quotes
Upload existing quotes from your CRM or spreadsheet.
Drop a CSV file here
Required: quote number, customer, value, owner and sent date
Safe by default
You’ll preview and map columns before anything is imported.