Part 1 in a 3 part series – Quoting, Sales and Cashflow

How simPRO Simplifies your Quoting

Quoting is an essential part of every business – get your price right and secure the job. If you over price you can price yourself out of work, and if you under price you can do yourself out of some hard earned dollars, or end up doing a job that simply isn’t worth the time.

Many tradespeople quote with a price they may have been using for years, and have not updated the price for increases in tax, labour, parts, petrol and other overheads.

Some businesses have a spreadsheet in excel with a formula they have made up to help them do their pricing, but it’s clunky to maintain and often out of date.

The biggest problem seems to be how to track the quote after it’s been completed and sent, many people take the excel table, insert it into a word document, wrap it up as a pdf, then email this to the client.

Usually a paper copy is kept on the desk to follow up, but this is often buried under a paperwork mountain that consumes the desk, and the quote gets left behind, with no follow up and no idea of how the pricing compares in the marketplace.

Does this sound like your business? There is a better way

simPRO keeps all of your information in the one place, taking away the pain of looking in multiple places and the time involved with double entry of data. You also create the quote with a parts catalogue you import from your supplier making your pricing up-to-date.

Here are the 5 simple steps to quoting in simPRO:

1. Enter the client information in simPRO
2. Create a quote with this information
3. Email the quote straight to the client directly from simPRO
4. Then assign a task with a date for follow up
5. When it gets accepted, turn your quote into a job with with one mouse click

Simple, efficient, and no more paperwork mountain.

Find out more about how simPRO can benefit your business or sign up for your free 30 day trial.

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