HVAC Estimation to Proposal Workflow Program
Budget: $250 – $750 USD
Looking to streamline our HVAC project estimation process and using that data to create simplified Proposals to send to clients. Currently using Excel to do perform our job cost estimation and then physically typing the proposals. Looking to integrate our customer information, equipment selection, material selection into a single workflow.
Currently we physically go to a clients home and take notes on what heating and cooling equipment they may need then return to our office to estimate the project costs. We have to look up equipment costs, material costs, and figure labor hours. We have a basic excel file for this but most of the time its quicker to figure it on paper. We then figure the sales price of the job and type it up in a Word Template. Issue is that some clients want as many as 4 or 5 options. Basic jobs take about 1/2 hour to complete and email proposal to customer while more complicated bids can take 2-3 hours.
Ideally we would be able to open a program, select our equipment, material costs, labor hours and select a labor rate. This would then give us multiple pricing options depending on which margin we are trying to meet. We would need to be able to do this for multiple options. Then once we select the pricing for each option, it would populate a proposal template that would have our customer information and then each System option with the equipment information, system efficiency. The proposal would have basic information of the work we would be doing and then have the sales price for each option. The sales price would also be used to fill a field that would have the financed price of each option. The proposal would have information on how to apply for financing, warranty information, and legal/contract information. Then an area for signatures. We would need to be able to upload this proposal for digital signatures to the customer. We currently are using Adobe for our digital signatures. We are open for suggestions. Our goal is to simplify our bidding and proposal process to save time for our 16 sales professionals and to ensure more streamlined process for our customers.
Currently we physically go to a clients home and take notes on what heating and cooling equipment they may need then return to our office to estimate the project costs. We have to look up equipment costs, material costs, and figure labor hours. We have a basic excel file for this but most of the time its quicker to figure it on paper. We then figure the sales price of the job and type it up in a Word Template. Issue is that some clients want as many as 4 or 5 options. Basic jobs take about 1/2 hour to complete and email proposal to customer while more complicated bids can take 2-3 hours.
Ideally we would be able to open a program, select our equipment, material costs, labor hours and select a labor rate. This would then give us multiple pricing options depending on which margin we are trying to meet. We would need to be able to do this for multiple options. Then once we select the pricing for each option, it would populate a proposal template that would have our customer information and then each System option with the equipment information, system efficiency. The proposal would have basic information of the work we would be doing and then have the sales price for each option. The sales price would also be used to fill a field that would have the financed price of each option. The proposal would have information on how to apply for financing, warranty information, and legal/contract information. Then an area for signatures. We would need to be able to upload this proposal for digital signatures to the customer. We currently are using Adobe for our digital signatures. We are open for suggestions. Our goal is to simplify our bidding and proposal process to save time for our 16 sales professionals and to ensure more streamlined process for our customers.