Dynamic
Vision
Quote Builder
← Diary
Dispenser:
Connie
Stefan
Linde
Other
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+ Build quote manually
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Select a consultation to start
WhatsApp Quote
✕
Message to send
Copy message
Copy and paste into the patient's WhatsApp chat.
Accept Quote — Create Job
Patient
—
Total amount
—
Outcome
Quote accepted
Changed to different lens
Supplier
Save this supplier for future jobs
Frame source
New frame (from quote)
Patient's own frame — have it
Patient's own frame — to follow
Expected frame drop-off date
Changed to (which lens)
Notes (optional)
Cancel
Create Job
Defer Quote
Patient
—
Total amount
—
Reason
Patient considering / follow-up required
Frame selection pending
Follow-up date
Notes (optional)
Cancel
Defer Quote
Decline Quote
Patient
—
Total amount
—
Decline reason
-- Select reason --
Too expensive
Needs to think about it
Medical aid coverage too low
Going elsewhere
Not buying now
Other
Other reason
Notes (optional)
Cancel
Record Decline
✓ Job Created
Next step: invoice in Eminance
✅
The job has been added to the tracker.
⚠ Next step
Create the invoice in
Eminance
, then come back to this job in
dv-jobs
and enter the
invoice number
+
lab order number
to advance the status.
Got it
Open job →