ESTIMATING AND QUOTING BEST PRACTICES FOR CONTRACTORS

 

Achieve the margin you expect on maintenance and project work, by integrating estimates and quotes into your sales and delivery processes.

This video is a 30 minute walk-through of our FIELDBOSS estimating and quoting best practices where you learn how to:

• Estimate labor hours and costs, material and subcontractor and supplier costs on a quote

• Mark up budgeted revenue to hit a target profit percentage or amount.
• Override standard or customer specific level markup percentages on estimates.
• Forecast project gross profit and project cash flows. 
• Connect estimates to sales opportunities.
• Convert estimates into work orders or update project estimates with one click.

Please fill out the form to watch the recorded webcast: