Estimating is the gateway to field service workflow. Whether your business creates estimates for new construction installations, routine maintenance checks or other service/ project bids, the process requires careful planning and attention to detail.
Though different businesses might approach estimating in different ways, implementing a cloud-based estimating software has proven to be a valuable investment.
Why do electrical businesses need estimating software?
An estimating software solution will cut the time it takes to generate the estimate and deliver it to clients. Businesses can automate calculations that would normally be done manually or entered into spreadsheets. You can quickly import information from a digital customer file, pre-build templates, digital supplier lists, or other cloud-based resources.
Building a better customer experience
Fewer pricing errors from manual data entry will not only improve accuracy but also provide peace of mind to your customers. Accurate estimates improve your credibility as customers sense you have a better understanding of project and service costs.
With estimates housed in a cloud- based platform you’ll have an easily-accessible database for future reference, meaning you can keep track of all estimates, quickly pull information from past estimates and make it simple for entire teams to be involved in the process.
What should you look for in an estimating software solution?
Your business is unique, so it’s important to find an estimating software solution that works best for your individual needs.
Look for these three components in your potential software solution:
Personalisation – ensure the estimating software you choose allows you to personalise estimates to your business or provides templates that are easy to adjust.
Compatibility with other systems – make sure that you find something that integrates easily with your other software or processes.
Intuitive features – once you’ve implemented estimating software in your business, your processes for estimating should become intuitive, simpler and more streamlined.
Keep in mind that you don’t just want estimating software to solve your immediate problems – you want a solution that can help your business grow and scale.