Quick quotes software upgrade#
They can upgrade or downgrade and add optional items all with a click of a button and see the difference of price in real-time. Now, for the first time ever, CostCertified enables the contractor to send highly customizable proposals that allow the consumer to interact with in an online environment that they are used to. Apart from CostCertified, all quotes are static and it’s not possible to provide the consumer with the same rich e-commerce experience they are used to online. Once you input your costs into CostCertified broken down by a unit price and group them into meaningful assemblies, you are ready to send interactive proposals to your consumer with a click of a button!Ĭonsumers today are used to buying goods and services in an e-commerce environment where they can interact and see the price in real-time.
There’s nothing like it in the construction industry and if you put in a little bit of effort now the end result will be a game-changer for your business. Imagine your customer having the ability to upgrade or add optional items to your quote on the fly and see the price change in real-time. But, the payback will be huge! Imagine being able to accurately quote new projects, no matter how complex, in minutes instead of hours. Setting up CostCertified properly for your contracting business will take upfront time and effort. The more you use CostCertified the easier it gets for all future quoting, re-estimates, and change orders! Next time you encounter something similar simply add that assembly to the new quote. If you happen to encounter something different when quoting a project, simply take time to add the unit costs and group it into an assembly that you save. Remember, the entire point of CostCertified is that once you are done setting up your line items grouped into assemblies, all that is required is adding in dimensions for your new project that you are quoting and in minutes you can have an accurate, interactive quote that your consumer will love. And managing cost changes, updates items or assemblies wherever they’re found in any hierarchy so system wide changes instantly permeate. For example, now that you have a “Wet Bar” assembly saved with all the associated costs broken down per unit, you could re-use that assembly when quoting a basement renovation if the consumer wants a wet bar. The concept of grouping items into assemblies and saving assemblies is very powerful. So you might offer a standard type of tile within flooring but you can actually show multiple other options for your customer to upgrade with pictures and details.
Most contractors will add “upgrades” within assemblies or “optional items”. And you can save these assemblies to use later on in any other assembly. The point is that you can group all your costs associated with something that makes sense to the consumer. You might start with a parent assembly called, “Custom Kitchen” and inside this assembly you might have the following assemblies:Įach one of these assemblies could have multiple assemblies within them as well. Let’s pretend you specialize in renovating kitchens. This allows the contractor total flexibility and can build the quote in such a way that makes sense to the consumer. The magical and proprietary piece of CostCertified’s quoting engine is the idea that assemblies can live in other assemblies and there’s no limit to this hierarchy of assemblies. CostCertified lets you select if it is subcontracted or not, choose the vendor, and then you can easily save that line item.Īssemblies are line items grouped together.
For example, for tile floor you might have a unit cost of $15/sq ft for both material and installation. It is hard to fathom this is even possible but the following will help you understand how it works.Įach line item should have a unit cost associated with it. The reason for this is that once each cost is broken down into a unit price, to produce an accurate quote requires only adding in the dimensions of the room or area. Most contractors aren’t used to this but generally speaking, every cost should be broken down this way no matter how custom or complex. The general idea of the quote engine is that all costs should be broken down to a unit price. Every single cost should be accounted allowing you to provide an accurate quote in minutes.
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