The ability to complete the sale on the spot is going to help with your business cash flow.
Estimate Rocket allows for the collection of an electronic signature. Once the estimator completes the estimate they can hand the tablet over to the client for them to sign right away.
Client doesn't want to sign today - no problem there are automated follow ups that can be configured to reach out to the client on regular intervals.
Why Estimate Rocket?
Customer Portal - Electronic Signature
Being able to allow the customer to sign on the spot will be a great tool. Your estimator can ‘sell’ the services that your company offers while there discussing the scope of work with the client.
Estimate Rocket has a customer portal which will allow the estimator to collect the electronic signature immediately.
Text the Client the Document Later
If the client doesn't want to sign on the spot you can reach out later by texting the document or using the 2 way client communication to remind them of the pending proposal. The communications will drive the client to the customer portal where they can sign the proposal.
Notifications on Client Proposal Views
When the client does look at the proposal in the customer portal you are notified that they have viewed the proposal. This can prompt additional phone follow ups to help build the client relationship before the sale.
Automated Follow ups
Estimate Rocket also has a series of follow up emails. Email the client to remind them of the proposal or even email your sales office to follow up with the client via phone or text.
Completing the Sale on the Spot using Estimate Rocket
With Estimate Rocket you get:
Knowing your proposal price is accurate
Professional looking proposal and contract language
Easy to manage projects and activities
Manage Scope of work changes easily
Managing your job and your team
Easily communicate with your clients
Tracking down project details later