CLIPitc-to-do-estimates

Spring is nearly here, which means customers will be calling soon for estimates. Whether you’re adding new services or expanding your client base, CLIPitc can help ease the process, allowing you to get out of your office and back to what’s important. Let’s take a look at just how quick and easy it can be.

Creating A Lead

If you’re working with a new prospective customer, you’ll want to create a new lead. You can do this in one of two easy ways. The first option is to click “New Customer” and fill in their information. You’ll want to be sure to change their status to hold. Next, simply click the box beside their status that says lead.

The second option is to use the Lead Map. You’ll find this option at the top under Customers. Once you click on the Lead Map, type in the address that you’ll be estimating. A fantastic feature of the Lead Map is the ability to show all of your customers that are nearby on the map. This gives you the chance to see how adding this customer can alter your routes, which can and should affect your estimates. Click the “Add Lead” button after you’ve previewed the map to continue.

A pop-up screen will appear, allowing you to finish inputting the customer’s information. You’ll also select the type of job you’re estimating on this screen. You have the option to change the job charge and the crew directly from this screen. If you decide to, you can still change these options later in the process.

Materials And Options For Estimates

Once you click “Create Lead and Estimate from checked,” you’ll be taken to the customer’s page. This is the point you’ll go directly to if you’re working on an estimate for a current customer. You’ll find “Estimates” on the left side of the customer screen.

Here you get into the meat of what you can do with estimates in CLIPitc. First, select a job to be completed if you didn’t add one when creating a new customer. The “Service Name” drop-down will list all of the jobs you have added to your system. Doing a cleanup, mulching, and weekly mow estimate? You can easily add or delete as many services as you need on one quote.

Need mulch or other materials for the job? CLIPitc lets you add materials for each job. You have the ability to choose how these show up to your customers. We’ve provided you with options to hide the materials, hide individual charges, and even hide the unit cost from the customer. You also can change the quantity, material cost, and material price on the fly.

Job Costing And Efficiency

Doing estimates in CLIPitc lets you easily see how much profit you’ll make for the job. Start by clicking on the edit button beside the job you’re quoting. Put the number of man-hours it will take along with any travel time needed. Next, you’ll fill in the “Average company cost per man-hour” field. This is different for every company, but an essential piece to ensure you’re profiting on each job.

CLIPitc will then calculate the estimated total profit and estimated total profit per man-hour on this quote. If you’ve not reached your company’s target of profit per man-hour, then you might reconsider raising prices to reach your goal. CLIPitc will recalculate your profit after you edit the price of the job. If you find you have to raise your price too much, consider what factors are affecting you, such as travel time. Not every job is right for your company.

Sending Estimates Through CLIPitc

Once you’ve completed your estimate, you can print them out or send them straight to the customer through email. There is a standard email template, or you can design your own. Creating a new template can be done under “Customers” and then “Marketing/Emails.” You can set up multiple templates to cover any kind of estimate you’ll be doing. Changing templates is done in the options section of the quote.

Clicking the “Email” button on your estimates will send the template you selected directly to the customer’s email you have on file. If they have multiple emails saved, then CLIPitc will send it to all of them. Be sure that you have the correct email address on the account before you send them.

When your customer views the email estimate, they have the option to accept or reject it with one click. If they accept, it will ask them for a digital signature and then update CLIPitc automatically. The estimate will change to accepted, and a new job will be added to the customer’s profile.

Get Back To What’s Important

Following up with customers that you haven’t heard back from is simple as well. Under “Customers,” you’ll find a tab for “Email Estimates.” There you’ll find all the estimates that you’ve sent out recently. Marking the box beside the customer’s name will allow you to resend the email. You can send emails to multiple customers at one time this way. You’ll also see a “View Past Batches” button that allows you to look back at estimates you’ve sent out in the past. Clicking on the batch number will bring up all the individual estimates.

Creating estimates means potential growth for your company. Let CLIPitc help you keep this process simple and organized with its powerful features. Sign up for a free, no-risk 30-day trial today!