construction quote

Crafting a Winning Construction Quote with Contractor Software

Generating leads is hard work. Regardless of how you acquire them between potential customers contact you by phone, through submitting a form on your websites, or through a client referral, when you are talking to a lead you want to make sure you do everything necessary so you get the job over anyone else! More often than not, you will be competing against other service companies for the job. When you’re competing for business, you need to set yourself apart. Our team has come up with a few ways you can make your construction quote stand out from the rest, so you win the business you compete for! Contractor software is a great way to create winning quotes.

Email your Construction Quote

If a customer phones you asking for a price, don’t just provide them with the price over the phone. You can take it one step further and send them a professional, detailed quote that reflects your attention to detail and professionalism with contractor software. By utilizing contractor software, you can capture all of the customer’s relevant information and offer to email the construction quote so they have a record to reference. Emailing your quote will showcase your professionalism, your dedication to customer service, and will help you stand out from the competition. By collecting customer information and emailing quotes with contractor software, you’re also able to easily follow up with your customer, which is a great way to win more jobs.

Writing a High-Quality Quote

Now we know that construction quotes should be emailed to clients, but what should be included in a construction quote? The key information that your construction quote should contain includes:

  • Company Name – For your company to stand out, potential customers need to know exactly who you are. Make sure that you include your company name and, if possible, include your company logo on all quotes.
  • Contact Information – Make sure that your contact information is clear and easy to find. For your customer to take action on the quote, they need to be able to contact you, so make it as easy as possible for them.
  • Identify Line Items – A well-written quote will help your customers understand what you are providing and what they are getting. Customers want to know what they are paying for, so list out each product and service with the associated price.
  • Client Specific Notes – If the quote is valid for a specified amount of time, or there are special details that your customer needs to know, be sure to include this information in the quote so there is no confusion. Your client will appreciate extra attention to detail. 

Contractor software takes the guess work out of creating high-quality construction quotes.

Start the Work

Once your new client accepts the quote, it’s time to roll up your sleeves and get to work. One of the great things about a well-written quote is that you and your client know exactly what the job entails. With contractor software, like TRUE, you can use your quote as the base for any work order you need to provide to employees in the field so they have the information they need to get the job done. A detailed quote and quoting process using contractor software will help you land more business and work more efficiently.

For more information about TRUE  and how it can help with the creation of accurate construction quotes, please contact our team at sales@archive.constructtrue.com.

contractor Software

Solving Common Construction Problems with Contractor Software

Contractors across the board seem to face same reoccurring problems on projects. Whether you are a one-man painting contractor, a small remodel business, or a general contractor with 20-years of industry experience, these construction problems have most likely impacted you at one time or another. Here are the solutions contractors have been looking for to the biggest construction challenges and how contractor software can help.

Communication Errors

When a project goes awry, it is most often due to a breakdown in communication. According to the Pew Research Center, 64% of adult Americans own smartphones, making technology a fantastic way to combat communication problems. By using email, text messages, and contractor software, like TRUE, contractors can get information instantaneously to all workers on the project in real time.

Scheduling

Scheduling can be tricky for even the most seasoned construction professional. Once again, construction technology is providing a solution for this common problem. Project management software like TRUE, that you can access from a desktop, your smartphone or tablet allows you to visually map out a project timeline. TRUE Contractor Software allows you to minimize miscommunications with automated scheduling. TRUE also checks for consistency and will not allow you to schedule workers if they are unavailable.

Unreliable Labor

Many contractors have problems finding reliable subs for jobs and with a lack of skilled workers in construction, you have to make the best of what you have. Using a construction project management software like TRUE, you are able to hold your subcontractors and crews accountable. Within TRUE, firms are able to track GPS locations of time clock punches, monitor daily construction reports, create punch lists, closeout lists and much more.

Document Management

Contracts, change orders, materials orders, receipts, invoices, certificates of insurance, the list of paperwork goes on and on. It’s time to go paperless. A digital solution, like TRUE, can help you track documents, organize projects, and monitor transactions all in one program. When it comes time for your closeout list, everything will be ready to go.

Technology is undeniably improving the lives of contractors in all areas of construction and field service. Implementing a fully integrated and automated construction software solution helps contractors and construction firms become more efficient and streamline business processes. If your business is experiencing a lack of organization, a decline in productivity, or if you need to increase profit margins, it may be time to consider TRUE Construction Management Software.

field service software

HVAC Contractors Optimize Operations with Field Service Software

HVAC contractors face increasing pressure to boost their business, cut cost, and increase profitability, including increasing productivity, efficient work order management, and improving average repair time. Whether you are an HVAC contractor that services residential clients or large scale commercial facilities, the planning, information, and workflow processes used with field service software can profoundly affect your competitiveness and profitability.

Improve Sales with Mobile Quotes

When service technicians have the ability to create quotes in the field, selling can be a field function. With field service software, techs can create a new quote on the spot. Gaining new customers through an effective technician quoting process is a great way for techs to better leverage their customer-facing position to get new sales and build customer loyalty.

Technician Scheduling

With field service software, like TRUE, schedulers can make quick and intelligent scheduling decisions using tech location, status, and training through the scheduler. Combine visibility of the field service scheduling criteria with cloud-based scheduling capabilities for faster scheduling and higher service success rates. For example, if your technician’s license has lapsed, the scheduling tool will alert you to the discrepancy and will give you the option to schedule another licensed tech for the job.

Empower Technicians with Mobility

No matter the industry, customers have high expectations. As an organization, you can help your service technicians meet and exceed client expectations by empowering them with real time customer, asset, inventory, warranty and other call resolution information available on mobile field service apps. There is no easier way to improve customer satisfaction, increase tech utilization, and boost service efficiency than with a proven, mobile field service software like TRUE.

Automate Preventive Maintenance Schedules

Preventive maintenance is the most profitable source of revenue for service businesses, so benefits HVAC contractors to focus on maintaining accurate preventive maintenance contracts. With the right software tools, you can perform tasks with “set it and forget it” project management technology, including, tracking inventory, automated alerts for technicians and project managers.

Create and Document Inspections in the Field

With heightened competitive pressures and increasing compliance requirements, HVAC contractors need thorough inspection processes in place. With a mobile inspection app, techs can perform paperless inspections through electronic forms on the mobile device, then sync the completed form with the back office to eliminate data re-entry.

As an HVAC field service provider, your service technicians, vehicles, parts, inventory and equipment are in a constant state of motion, making the task of managing these assets an ever-present challenge. Whether you’re focused on commercial, residential, or industrial HVAC, field service software will make your HVAC business more efficient and effective. Optimize your field service operations with a mobile technician app and start seeing results.

For more information about TRUE Field Service Software, contact our sales team at sales@archive.constructtrue.com.

Roofing Contractor

Why Choose TRUE Roofing Contractor Software

In the past, roofing contractors have been able to manage their businesses the old-fashion way; using whiteboards, files, and mounds of paperwork to track projects, build schedules and create invoices. Because this method worked in the past, some contractors have developed a mentality of “if it isn’t broke, why fix it”. In today’s world, this mentality can be harmful to your business because technology is an incredibly powerful tool and can give you that extra boost you’ve been looking for. For example, contractor softwares are revolutionizing the construction and service industries. We have compiled a list specifically to help determine if upgrading to a roofing contractor software solution like TRUE is right for you and your team.

Rise to the Competition

Imagine you are looking to get your roof replaced and you found two roofing contractors that you think could do the job well. The first contractor uses the old-fashioned method; after inspecting your home, the contractor creates a bid on paper. There isn’t very much detail and it’s hard to read the contractor’s handwriting, but you have a basic understanding of the work to be done and the price. The second contractor uses top of the line roofing contractor software application to create a highly professional construction estimates, complete with full descriptions, photographs and detailed pricing. In most cases, clients are won over by contractors who have invested in technology and are making the best presentations in the field that they possibly can.

Increase Productivity

By working more effectively, efficiently and keeping your team members on the same page without endless phone calls back-and-forth; it’s easy to build more jobs, with fewer headaches in the same amount of time. A roofing contractor software, like TRUE, does this by serving as an all-in-one solution that covers the business process from quote to cash, while managing your back office with ease.

Higher Profits

Roofing and specialty contractors have to watch costs more closely than ever to ensure a profit at the end of the year. That’s why TRUE integrates directly with QuickBooks Online, Pro, Premier and Enterprise; it helps you track every penny. By using TRUE, not only can you make sure you are budgeting effectively, you can also discover how much you save by cutting out small inefficiencies. TRUE makes it easier to run your business and helps ensure that at the end of every job, you are maximizing your profit.

Customer Service

The customer experience begins the moment the lead is generated and continues long after the job has been completed. When roofing contractors sign up for TRUE, they will appreciate the attention to detail that the CRM function delivers. No longer will you lose leads, miss a sale, or forget a customer request. By using TRUE, you can keep the most important data at your fingertips, so you can do the best job possible for each of your clients.

Today, technology drives the daily functions of roofing contractor businesses. By not utilizing a roofing contractor software solution to manage your business, you are essentially pulling up to a customer’s house in a horse drawn carriage; instead of a shiny, new, well-equipped truck. From fewer leads, and lower sales, to higher costs of doing business and diminishing profits, there’s no reason to put the future of your business in the hands of an old system that no longer works.

Construction HR

TRUE Simplifies Construction HR Functions

In an industry where “time is money”, by simply improving the efficiency of Construction HR processes, small to medium sized businesses can cut cost significantly. TRUE is able to speed up these processes, while eliminating errors to improve the bottom-line. When it comes to human resources, there are a multitude of factors to consider from hiring and training to payroll and benefits.

Digital Database

Does your office staff waste valuable time fumbling through mountains of files and records in order to obtain specific information for clients, employees or contractors? TRUE allows organizations to scrap their paper-based processes for a system that will save valuable space, time, and money. By switching to a digital system, firms can eliminate paper records; eradicating the need for extensive filing systems and large storage areas, thus saving money on rent and utilities. When records are kept in a digital system, it becomes much easier to organize and recall needed information. Construction HR personnel will no longer have to spend time filling out paper-forms, filing employees’ documents or searching through files to answer questions and make changes. With information easy to enter and available in a central database, Construction HR professionals have more time to devote to tasks that will truly benefit the organization.

Applicant Tracking

Companies must be able to monitor employees and their employment. In TRUE, organizations can track applicants from perspective hire through onboarding and performance reviews. The HR module allows employers to track an applicant from the submission of their resume all the way through the hiring process, including; an applicant’s screening statuses and all jobs they have applied for. Once an applicant is hired the record can then be transferred into the personnel module to easily complete new hire paperwork and other onboarding. This record stays with the employee through their employment so you can also track any changes to an employee’s job, rate of pay and performance.

Time Clock & Payroll

Employers can also use the time card module to help supervisors review and edit their employees’ time cards. From here, managers can add or delete time cards as wells as review details like whether the worker was on the job site at the time of the punch. With the ability to also edit the details of the punch like time and date. The TRUE Time feature helps employees to punch in and out of work, track meals, travel and breaks with a simple mechanism that allows employees to be paid more accurately. Employees can also record any time off request or attendance excuses necessary to fulfill organization specific Construction HR requirements and keep administrative staff well-informed.

Organizations can also TRUE to fulfill all of your payroll needs or integrate with your external provider.  By following a simple twelve step process, TRUE is a foolproof, proven method of accomplishing accuracy and efficiency.

Performance Management

Performance management can be altered from a once-a-year grueling review process to a daily or weekly feedback session in which managers truly find out how an employee is progressing and use the information to effectively develop the employee. Construction HR systems make it easy to obtain performance feedback from a variety of sources so that a more realistic and rounded view of the employee is seen. With this information, managers can more effectively develop employees by giving specific advice and suggesting training systems that will be of the greatest benefit.

Scheduling

Scheduling is also a take that often falls on administrative staff. Luckily, in TRUE, organizations can generate schedules by assigning crew members, subcontractors, equipment and tools to a project in advance. By doing this, employers can plan who and what is needed for a job, in the correct quantities. TRUE also sends notifications of the schedule and set required training. Crews will know specifically what they’re doing, where they’re doing it, and which specific items they need. From the overview screen, you will easily see how your labor is allocated across all scheduled jobs.

Asset Management

Companies invest large sums of money in their equipment because of this, business owners and operations managers must be aware of when gear is issued to employees, whether it is a mobile device, company vehicle or machinery. In TRUE, organizations can track each item, serial number and any additional pieces of relevant information about the gear and who it is assigned to. This way your organization will have a real-time snapshot of where your equipment is. No more wondering if a terminated employee walked off with expensive, company-owned equipment.

Training

No longer will schedulers have to reference employee’s certification files when creating schedules. Within TRUE, organizations can make sure specialty equipment, vehicles, rentals, and projects are not operated or worked on without proper certifications. You can also create training records to ensure safety precautions are taken when needed. Each employee will have a record with their trainings and the system will alert a manager when they have scheduled a team member to do something they are not certified to do. The system can also generate alerts for when certifications, insurance and registrations are up to be renewed.

Company-Wide Bulletin

TRUE also makes it possible for employers or managers to share information across the entire organization with one click. If employee self-service options are in place, this information may be accessed from anywhere at any time. This can eliminate inconsistencies when sharing information regarding procedural changes and other company news.

When operating a business, there are endless tasks to manage in order to run your business successfully. TRUE takes the guess work out of project and business management by simplifying and streamlining day-to-day workflows. To find out more about how TRUE can help better your business, visit www.docuwrx.com/solutions/.