PLEASE 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.Solved608Views3likes8CommentsHow to Present Home Service Agreements Seemlessly
So we are in California and Home Service Agreements are a part of life. But did you know there is a place to put this in your contract so it covers your butt and your clients? At the bottom of your quotes there is a contract/ disclaimer section to put yours in easily. Do you have different types of jobs that require different disclaimers? Great - AnthonySalazar just did a post about templates. You can make a different contract for each one. One thing to consider - not everyone reads this. Kind of understandable. These are the not fun things about a job. One idea is to make a fun video about what's in it and send it to them when they accept a quote. Don't judge, we made this video a couple years ago but it's a good illustration of what you can do. Honestly you can make it on your phone Our Video on You Tube Another Idea is to have it as an attachment that you send out every time. This is less ideal because I like getting their signature on the document itself. Either way - make sure you are putting this in your quotes. If someone comes back to you about something that's in your contract you are covered!72Views3likes5CommentsAre 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?Solved475Views2likes7Comments