Once a new proposal is created, and contacts added, the next step is to add services and generate a proposal document. These can be performed on the same tab under Proposals & Services. There's a lot of flexibility built in so that services can be added on the fly within a proposal document or
In my last blog, I wrote about the importance of setting the scope of a project. This week, I’d like to focus on what “deliverables” are, why to include them in any proposal, and the importance of being specific when defining them. By being clear and upfront about what deliverables you can offer, your
In my last post, I described how to set clear expectations in the scope of services section of your proposal. Expectations can be further clarified in the “exclusions” portion, in which you describe to your client what you aren’t going to do. Sounds a little weird in a proposal, right? However, exclusions are just another
Scope, Deliverables, and Profitability Have you ever completed a project only to have the client call you and ask why there aren’t stakes driven into the corners of their property. Weren’t they also supposed to get hard copies of those CAD drawings? Don’t they get to keep the photos you took with your drone?
What is First Call Resolution? You’re headed out the door to visit a site for an estimate when the phone rings. The client on the other end is demanding the drawings for their parcel, but your brain is already half out of the door. You put down your maps and briefcase to shuffle through
Is it Saturday? Are you once again trying to update payroll and projects? Would you like your Saturdays back? Time Tracking Made Simple Time entry mistakes cost businesses millions, especially in industries like land surveying that require tracking billable hours for multiple clients. If you are relying on paper time cards, Excel spreadsheets, or programs
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