Contractors are well known for giving out many quotations in their career. They may not have time to sit down and do endless calculations each time a potential client asks for a quote. At some point, they need to refer to such documents when a customer comes back and asks for services. Therefore, they need to have some form of a convenient estimating software for their services. When choosing one, then consider the following tips.
How to choose a contractor estimating software
Compatibility with all devices
People use different devices like iPhones, Android smartphones, and PCs with Mac OS or Windows. Therefore, good software is one that can be installed in any of those and work correctly. Contractors are hardly in the offices and will need to access details while on the go using their devices. So, choose a software that will also allow you to log in into multiple devices at the same time without many complications.
Prices and other financial details do change with time. Therefore, the software one selects need to offer an option to change this easily while making a quote. Again quotes differ depending on how a client negotiates and other factors like cost of materials. Consider a software which will give you the power to make customizable quotes or even invoices without much of a hassle.
Keeps track of open quotes
Every quote or proforma invoice one sends has a great power to materialize into a business. As a matter of fact, this is where one must use a lot of effort pursuing. A software which keeps these quotes open acts a form of a reminder that one needs to act on them. Some have a capability to alert or notify through email that there are open quotes on the system.
Easy sending options
Software with an easy option to send is the best as the contractors will be able to work without a hitch. They need to provide compatible documents like pdf which cannot be edited by the other part once sent. Easy importing and exporting options will help a contractor to send to clients email without making an error. The software must also have a backup to prevent loss.
As a contractor, technology will help you to serve your clients better. Just like embracing emails, social media, and digital marketing solutions, then it is crucial to have a quote processing software on the go.