SB - Streamlining The Quote Process Can Boost Sales & Customer Relations

Streamlining The Quote Process Can Boost Sales And Customer Relations – Software Buddy

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Streamlining The Quote Process Can Boost Sales And Customer Relations

We all love fast service.

How often have you stared at your boots muttering to yourself as you’ve stood in line for half an hour at the builder’s merchants or found yourself waiting 20 minutes just to order a cup of coffee?

But you are not the only one, your customers value quick service too. So, whether you are quoting for an entire extension, plastering of a single wall or the installation of a new bathroom, let them know how much it’s going to cost them as soon as possible

Understanding Customer Frustrations

When you Google ‘how long should I wait for a quote’ you’ll come across literally dozens of pages of results.

There are countless forum posts where homeowners recount their frustrations of calling in a plumber, electrician, or builder etc. for a quote, only to wait days or weeks for a price to be provided.

From a customer perspective, they want to know how much it’s going to cost them to get the work done as soon as possible so that the job can get underway.

If the customer has been recommended to use your trades or services business over other similar businesses, providing a quote promptly can give you an advantage over the competition.

Of course, there are your own costs to consider, like travelling to and from a site survey, costing up materials and working up a quote – all of this whilst managing your existing paying jobs.

If up to now, you have relied on paper-based systems or even, give verbal quotes that leave room for scope creep, it could be time to consider how a jobbing software can save you time and help you to keep customers (and potential customers)  happier with no extra effort on your part.

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Quoting While Out And About

If you have the right tools at your disposal – and by that we mean a trades job management app that automates client communications gets you to jobs on time and makes it easy to track your job’s progress – you can surprise and delight your customer with fast quotes and easy payment options.

There are tons of generic project management tools available on the market. Yet,  if you are serious about customer service and sales needs, you should consider a specialist trades job management tool.

This where the award-winning ServiceM8 comes into its own. Once you have the right set-up, training and support you need, you will, no doubt, see your sales figures soar.

Customers love a fast quote because they know exactly what they’re getting and gives them confidence that you are a good fit for them.

If you can give them your cost at the moment when they are most invested in the project, you’re more likely to win that business.

There are lots of ways to do this. Including many that your job management software to handle for you.

That means less admin time for you, quicker job costs for clients, immediate payment options and a much stronger bottom line.

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Putting Your Job Management Software To Work Winning Business And Closing Sales

When you pick the right job management software you can use your app to s speed up your quote process:

  • Use it to host a 24/7 online booking system. Once you have the basic rules set up (such as a fixed price per hour or type of job) your customers can book online around the clock. As we live in an on-demand economy, this can set you apart from your competition. Ideal for customers who want a job doing immediately.
  • Once you have pre-set rules, the job management software becomes your intelligent assistant, with no supervision required. It will use answers to determine costs, as the customer fills in a pre-set form.
  • Build deposits and pre-payments into the process. This means that once the client accepts the quote, they’re automatically taken to a new screen to input card details.
  • You can even call on your job management tool to help with smart scheduling. The system is entirely linked. Allowing you to give your customers options for when the work can take place, based on your staff schedules.

A professional trades business job management software can seriously streamline and speed up your entire quote process. From quoting to payment to scheduling in the work, all with no additional input required.

 

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