Quote / Offer

After receiving a request, a quote or offer can be created for the organizer. To do this, open the request and scroll to the end of the request. Then click on “Create Quote”.

The quote editor will then open. First, the summary of the request and the evaluation of the risk analysis are listed. Here, the recommended number of first aiders can be read. The evaluation of the risk analysis is carried out according to the regulations of the Swiss Samaritan Association.

The following information is required for the quote:

Cost Table

In the Hour Calculator section, the number of hours for the event can be calculated.

These are divided into day shift and night shift, as most medical services charge different rates. The start of the day and night shift can be set in the organization settings. The result of the hour calculator (cells highlighted in green) must then be transferred to the cost table. Additional items such as material fees or meal allowances can then be added.

Agreements

Here, the general conditions for the deployment can be listed.

Additional Text

Here, additional text can be added to the quote.

The quote can then be saved by clicking on Save. Each saved quote generates a PDF, which can be viewed via the “Download PDF” button.

After creating the PDF, the quote can be sent via email to the organizer. To do this, click on “Options” in the “Send Quote to Organizer” section. A window will then open to enter the email text. The email already contains two predefined links through which the organizer can download the quote and upload it again signed.

After successfully uploading the signed quote, the administrators are notified via email. The signature can then be checked in the Quote Overview and marked as valid. To do this, click on “Mark Signature as Valid”.

Excellent 🎉. Your quote has been created.

➡️ Here you can learn how to create an event.