Estimate & Approval Systems
“Where is that estimate?” “Did the manager approve that one?” “Did the client get it?” “How many got approved last month?” “Why did that one get rejected?”
If so, it might be time to update your estimates and approvals systems. An outdated system can create a lot of problems for businesses, including:
- Missing or incorrectly filed paperwork
- Miscommunication between teams and clients
- Wasted time on approvals or estimates
- Estimates and invoices not matching
- Loss of revenue or good reputation
- Projects mistakenly pushed through without proper approval by management
- Lack of tracking for estimates, proposal approvals, and ultimately, revenue
If you need to improve on how your estimates or proposals get approved and processed, we can easily optimize the system through our online tools. We’ll work closely with you to design a system that includes as much or as little automation and tracking as you need.
Online approvals with tracking give you end-to-end access to estimates and proposals 24 hours a day, 7 days a week. We can build every aspect of the system from the ground up, or simply integrate a new system with your existing software. Your business can also opt for a full-featured system to automate approvals and streamline the process. You choose which estimates need manager approval, and which ones can be automatically accepted/rejected based on pre-set parameters. Automating parts of the estimate and approval processes saves you valuable time and gets your project moving to the next stage more smoothly.
Our estimating system enables customers and clients to view their estimates online and approve them with one click. This is a great feature, especially if you’re working with international clients who work during your off hours! Once estimates are approved, the system syncs up with QuickBooks and your client portal to create the initial invoices and notify the appropriate people. It allows you to easily review all estimates for all customers to ensure that everything is running properly, or to make changes as needed. This system also gives any team member the ability to create estimates without needing access to QuickBooks. Before being sent out, all estimates are reviewed by management to prevent mistakes or misunderstandings. The estimating system is also integrated with your customer portal to track the correct hourly rate for each customer.
If you want to improve your company’s estimating process, then let’s talk about what we can do to help!