A quote or estimate is a document which highlights how much you plan on charging a customer for a good or service. The document breaks down each cost associated with a job, ensuring the customer fully understands where the total amount is coming from. In this article, we will discuss the benefits of using intelligent software tools to create estimates for your customers and explain the process of creating an accurate estimate in Husky.
The Benefits of Using Software to Create Estimates
Creating accurate estimates for your customers is of vital importance. Often, they can be the difference between winning and losing new business.
Here are some of the key benefits of using software tools to create estimates in your business:
1. It’s Fast and Efficient
Creating estimates using software like Husky is almost instantaneous. With just a few clicks, you can create estimates and send them to your customers. This provides your business with a level of efficiency which simply could not be achieved using traditional methods. As a result, this can save you valuable time and money in the long term.
2. It’s Accurate
One of the main benefits of software tools is that they reduce the likelihood of human error. This is because many daily tasks, which would otherwise be complex or tedious, can be automated. Manually calculating all the costs associated with a project can be difficult. Intelligent software tools ensure that all costs have been accounted for and calculated accurately. So, unless you hire a team full of human calculators, it’s highly unlikely that your staff will outperform the power of a computer.
3. It Improves Project Management
Software allows you to streamline your projects and can ensure that your staff are all singing from the same hymn sheet. Tracking and managing your estimates in a specialised platform grants you greater control over the sales process.
4. It’s Easy and Convenient
As mentioned previously, intelligent software can automate the complex and tedious tasks that burden your staff. The ease and convenience of software like Husky can take a huge weight off the shoulders of your employees. With all important information being saved and stored within the software, there is no need to repeatedly keep entering the same information when creating new estimates. This allows your staff to spend less time undertaking admin tasks, and more time doing the skilled work they are being paid to do.
5. It’s Professional
Overall, using software to create estimates is more professional, and this will be reflected in your customer service levels. As we move forward into an increasingly advanced and technological future, it would be disastrous for your business to be left behind using outdated and rigid processes. Switching to a system which grows alongside your business will give you a competitive advantage over those who fail to adapt.
How to Create Estimates in Husky
Creating estimates in Husky couldn’t be more straightforward.
With one click you can create a quote based on your sales lead information, which can then be saved, printed or sent via email. Our software makes it possible for you create quote forms from scratch, meaning you can edit them to replicate the exact quotes you currently use! These quotes can also be personalised with your custom branding upon request, ensuring your business maintains its reputation for professionalism.
Once a contract has been won, you can then win and process the estimate with one click. This will close the sales project and automatically create a new job using the information which you’ve already gathered in the system.
Thank you for taking the time to read our article. We hope you now have a better understanding of creating estimates using software like Husky. If you have any questions regarding the topics discussed in this article, please do not hesitate to get in touch. A member of our expert team will always be happy to help.