Add-ons from Quotes

Enhance every order with Installs, Protection Plans, and Haul Away services

Add-ons in Appliance.io let you easily attach extra services — like Fulfillment Types (Installs & Delivery), Protection Plans, and Haul Away — directly to a quote or order. These options help increase order value, improve customer experience, and ensure smoother fulfillment from start to finish.

This guide walks you through how to add and manage Add-ons step by step, right from your quote — and even after payment.

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📍 Accessing Add-ons from a Quote

To begin, open any Quote and add at least one product as a line item.

Once the product is added, click the dropdown arrow on the line item.

You’ll see three Add-on options:

• Fulfillment Type

• Protection Plan

• Haul Away

Each option serves a different purpose and can be added independently as needed.

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🚚 Fulfillment Type (Required)

Fulfillment Type defines how the product will be delivered, installed, or picked up. This step is required for every quoted product.

⚠️ Important: A quote cannot be paid unless a Fulfillment Type is selected.

To add one:

1. Click Add Fulfillment Type

2. A pop-up will appear with four options:

• Local Delivery & Install

• Local Delivery Only

• Pickup

• Customer Not Sure

3. Select one or multiple options by checking the boxes

4. Click Save

The selected fulfillment details will now appear directly on the quote line item.

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♻️ Haul Away

Haul Away is used when you’re buying back old appliances from a customer. Your company is paid for each item hauled away.

You can add Haul Away in two ways:

Option 1: Toggle Method

1. Turn the Haul Away toggle ON

2. Enter the number of items being picked up

3. Click Save

Option 2: Add Haul Away Button

1. Click Add Haul Away from the line item dropdown

2. Enter the number of items

3. Click Save

Once added, Haul Away details will display clearly on the quote.

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🛡️ Protection Plans

Protection Plans give customers extra peace of mind and create additional revenue opportunities.

To add a Protection Plan:

1. Click the Protection Plan from the line item dropdown

2. Select the plan that best fits the product

3. Click Save

The Protection Plan will now be attached to the quote.

💡 Note: Protection Plans only appear if they are enabled in your Integrations settings.

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💳 Adding Add-ons After Payment

If your quote has already been paid and converted into an Order, you can still add:

• Fulfillment Types (Installs)

• Haul Away

• Protection Plans

The process is exactly the same as adding them to a quote.

However, keep in mind:

• Any Add-ons added after payment must be paid for separately

• If payment is missing, a banner will appear at the top of the order page

• The banner remains until the balance is settled, so nothing gets overlooked

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🎉 You’re All Set!

With Add-ons in Appliance.io, you can easily customize quotes and orders with valuable services — all in just a few clicks. Add-ons help you deliver a better customer experience while maximizing every sale.