System(s) for handling estimates

Discussion in 'Business Operations' started by TriCityLawnCareLLC, Nov 21, 2013.

  1. TriCityLawnCareLLC

    TriCityLawnCareLLC LawnSite Bronze Member
    from Ohio
    Posts: 1,024

    Posted via Mobile Device

    Going into 2014 I need to develops a systematic approach to handling estimates. I have a full-time office manager* who handles phone calls and takes down client info but during the spring especially, I am always out with my crew. I like to address estimates as quickly as possible so people can get a sense of our professionalism and sense of urgency.

    Currently when an estimate comes in, my office manager takes down their information, contacts me to see when I can meet the person, then calls them back to give them a time for us to meet.

    Some thoughts I've had:

    Mowing estimates: have my office manager measure the property online and gather details from
    The client (ie are there any hills, ditches, swing sets etc) then using our numbers my office manager could give them an estimate over the phone then send out all the paper work (service agreements and invoice for deposit)

    Fertilizing and weed control- have office measure the property online and give them a price over phone based on square footage of lawn. Have her let them
    Know if they have any special needs (ivy,grubs etc) we
    Will discuss options in person.

    Landscape installs- schedule for on day out of the week to do these, and do them all in person.

    We use Measure Maps app for property measurement.


    Any thoughts or help, gentlemen? Thanks.
    Posted via Mobile Device
     
  2. Olympia

    Olympia LawnSite Member
    Posts: 24

    Sounds like you have a plan.. I think it is a good idea!
     
  3. 123hotdog

    123hotdog LawnSite Senior Member
    Posts: 481

    I am nowhere near as large as you are but I will tell you this, there is no way in the world you can price mowing a lawn without your human eye on the property. Way too many variables to consider. A potential customer is not going to tell you how difficult their lawn is over the phone either. If it was easy they wouldn't be calling, they'd be outside mowing it. I try to give my potential customers the minimum cost to operate based on how far they are from the shop. That way if they are not willing to pay that, I saved both of us some time.
     
  4. TriCityLawnCareLLC

    TriCityLawnCareLLC LawnSite Bronze Member
    from Ohio
    Posts: 1,024

    I should have made that more clear. Yes, the quite over the phone, based on lawn measurement etc would be a starting point. Somehow we would throw in a disclaimer that should the price be different upon arrival for service we'd contact them. I see the potential flaws in this system though.......
    Posted via Mobile Device
     
  5. 123hotdog

    123hotdog LawnSite Senior Member
    Posts: 481

    I do, however, understand what you are trying to achieve. I am constantly finding was to get more done in less time.
     
  6. Middle Tennessee Lawn

    Middle Tennessee Lawn LawnSite Member
    Posts: 220

     
  7. TriCityLawnCareLLC

    TriCityLawnCareLLC LawnSite Bronze Member
    from Ohio
    Posts: 1,024

     
  8. dnc19694339

    dnc19694339 LawnSite Member
    Posts: 208

     
  9. TriCityLawnCareLLC

    TriCityLawnCareLLC LawnSite Bronze Member
    from Ohio
    Posts: 1,024

     
  10. cpllawncare

    cpllawncare LawnSite Silver Member
    Posts: 2,659

     

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