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Old 07-02-2013, 07:57 PM
Green Envy Green Envy is offline
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Join Date: May 2012
Location: Texas
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Bidding on Installs ?

Anyone have a generic form they use for when meeting with a client for the first time? Something that allows you to input the data you have collected and possible number of plants, mulch, soil, etc.....So as you have the information in one consolidated place when you get back to the office to create a bid. Any help or ideas would be greatly appreciated.
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Old 08-16-2013, 04:58 PM
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JimLewis JimLewis is offline
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Join Date: Dec 1999
Location: Beaverton, OR
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Quote:
Originally Posted by Green Envy View Post
Anyone have a generic form they use for when meeting with a client for the first time? Something that allows you to input the data you have collected and possible number of plants, mulch, soil, etc.....So as you have the information in one consolidated place when you get back to the office to create a bid. Any help or ideas would be greatly appreciated.
We have a good system. A little different than you describe. But I'd be happy to share it with you. PM me with your email address and we'll talk more.
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