Are You Pricing Jobs for Profit or Just to Win the Job?
Quoting can be one of the toughest parts of running a small business. It’s easy to lower your price to beat the competition, but that doesn’t always lead to a healthy business. A good quote should cover your time, materials, expenses, and the value you provide. The goal isn’t to get every job, it’s to get the right jobs that allow your business to grow. What’s one thing that helped you improve your quoting process?1View0likes0CommentsPLEASE add a kit function
Even the bottom of the barrel CRM that I'm currently using has a robust kit function. Create products with fully editable costs and quantities, then add those products to a kit (in this case, what a "service" should be). Once a kit is entered into a quote, individual products are hidden from the customer, but fully editable when creating the quote. As it is now, I have no idea what the difference between a "product" and a "service" are. They both have the same info (name, description, cost, etc). You should just be able to group products to form services. If i have a product of "labor" and a product of "receptacle". I should then be able to create a service of "Replace Receptacle". That service would consist of my labor product, and my receptacle product. Both with quantities and costs that I could edit when creating a quote. Since not all receptacles are the same, and my customer doesnt care whether its a duplex or a decor, being able to edit the cost of that receptacle, straight from the kit during quote creation, would be amazing.Solved394Views3likes8Comments