Estimating Help

ServiceCEO

ServiceCEO Support
I would like to throw a new thread up here that will be beneficial to us in some new functionality we are adding to our ServiceCEO platform.

We are very interested in reducing the time and headaches of tracking, managing and maintaining the entire estimating process in a more detailed manner then currently in our applications.

if you could take a few moments and provide feedback to a couple of questions, we would really appreciate it. Anyone who actively participates in this process will not only help build an efficient manager for bid tracking, but participants will be eligible for discounted pricing on any of our applications. We take the pressure washing industry seriously, and our quest is to provide you with the necessary tools to increase revenues and profit percentages, while also reducing administrative task load. Please help us apply this philosophy to the bidding and estimating portion of running your business.

Name-
Company Name-
Position at company-
Number of tech's
Number of bids made per week
What role do you play for the company for estimating
Circle All That Apply - We service these markets
Residential - Commercial - High Rise - Fleet- Kitchen



1) What is the most "painful" part of bidding out for new jobs

2) Where in the bidding process do you feel you could get better and improve your business

3) What do you present to the customer as your bid-

4)How is the financial portion presented as far as detail and breakdown of services being provided

5)What company disclaimers or agreements do you wish to convey or have customer sign off on

6)Are the current bid/estimate sheets hand written or computer generated

7) What classifications or sales funnel designations do you give to your bids ( examples. Open Bid-waiting follow-up call, or Open Bid-contract sent )

8)What, where and how do you track your bids currently

9) In the perfect world what one thing would make bidding, tracking and winning more jobs easier?


Thank You for the time, energy and effort!
 

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