Dynamic Vision — Quote Builder

Dynamic Vision

Quote Builder

Dispenser:

Select consultation

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Select a consultation to start

WhatsApp Quote

Deposit required (optional)

R

When set, banking details and reference are appended to the message.

Message to send

Copy and paste into the patient's WhatsApp chat.

Email Quote

To (patient)

CC (practice)

Subject

Deposit required (optional)

R

When set, banking details and reference are included in the email.

Preview

Add custom line

Description

Qty

Unit price (R)

Tariff code

Per (label)

Search tariff codes

Type a description or code

Searches lens catalog and professional fees. Tip: short codes like "11001" find exact tariff matches; words like "single vision" find product matches.

Accept Quote — Create Job

Patient

—

Total amount

—

Outcome

Supplier

Save this supplier for future jobs

Frame source

Expected frame drop-off date

Changed to (which lens)

Notes (optional)

Defer Quote

Patient

—

Total amount

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Reason

Follow-up date *

Notes (optional)

Decline Quote

Patient

—

Total amount

—

Decline reason

Other reason

Notes (optional)

✓ 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.