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Are you making the right moves?

7.11.16

So your estimate just got accepted? Congrats! An accepted estimate means your project has a green light. You’re ready to roll. You’re good to go. You get the idea. (What’s that, you don’t know how to create an estimate?! Learn how here!)

As soon as you receive a notification (get a refresher on setting up notifications here!) that your estimate has been accepted, it will automatically be converted into a project. You can find that in, you guessed it, your Projects tab in Crew Connection. Your next step should be touching base with your client and crew to make sure all the final details are ironed out.

Are you making the right moves? CrewCloud estimates

What we want to dig into today is what to do if your project is rejected. Here’s how to handle a rejected estimate in a prompt and professional way.

First of all, the client will have to use Crew Connection to formally reject an estimate. Just like you, clients get busy. If it’s been a while since you’ve heard back on an estimate, send them a friendly Crew Connection message to remind them to either reject or accept your estimate so that things can move forward! Feel free to discuss changes with the client in Crew Connection, but unless they actually reject the estimate, you can’t make any edits.

If a client does reject your estimate, you’ll get a notification. Crew Connection requires the client to leave a reason why the project was rejected. If the project is simply cancelled, you don’t have to do anything. If it’s something else—like a changed date, additional gear, a new location, etc.—you’ll need to edit the estimate to reflect the client’s request.

If you need a refresher on editing or creating an estimate, check out our tutorial here. Once you’ve made the client’s requested changes, you have to submit the estimate again so that the client can see it.

Crew Connection‘s smart estimates and messaging make it easy to get your project started. Sign up for free in just minutes. Read our full tips and tricks series here to improve your productivity and book more jobs.


About Crew Connection

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Crew Connection puts a suite of marketing tools at your fingertips. Get your demo reels, stills, gear, awards, and more in front of the biggest clients all over the world—for free. At Crew Connection we pay video and post production providers within 30 days of receiving your invoice so your work and your life are never interrupted. Need live assistance or want to add quality jobs to your pipeline? Our crew coordinators are on call around the clock. Sign Up on Crew Connection, call 303-526-4900, or email info@crewconnection.com.

 

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