Having a professional estimate presentation for your client is critical to representing your company in a positive way to your clients. With estimators coming from different industries and backgrounds it will be key to organize your items and documents in such a way that every estimate is a great representation of your company and have clear terms and contract language.
Library items saved with typical scope of work language can be helpful to have your entire estimating team on the same page. The organization of the items in an estimate can also present a logical work flow on the project by presenting the different sub-tasks in the order they will be completed.
Why Estimate Rocket?
Branding and Company Information
Estimate Rocket maintains 5 different document types: Estimates / Proposals, Change Orders, Work Orders, Invoices and Receipts. You adding your company information to a single place in the application will have the company branding you need on all of your documents.
Each document also allow you to maintain your language with the client such as terms and conditions on the proposals and change orders and what information will display on the documents, such as hiding the pricing on the work order so your crews don't see what you are charging for the project.
Detailed Scope of Work
Maintaining some typical scope of work line items can help you regulate how that information appears to your client.
You may want to emphasize some items with bold text or bullet points versus writing things out in paragraph style.
Having saved items in the library with formatting built in will help the look and feel of your final documents and make things for your estimators easy.
Organizing your items
Within the document a consistent presentation of the steps in the project could be important for the client to clearly understand the scope of works and steps needed to complete the project. Changing the order of the items as they appear in the proposal, by editing your item templates, will allow for presentation based on the working project flow.
Getting a Consistent Estimates from all of your Sales Team
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