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How To Write An On Site Proposal To Homeowner

 
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Old 01-13-2015, 02:29 PM   #21
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Re: How To Write An On Site Proposal To Homeowner


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Originally Posted by oktex56 View Post
Cam Scanner app for my carbon copy.

Comes in handy for business cards, etc.

I use and like it.

I DL'd that a couple weeks ago. Haven't gotten into it much yet.

Was thinking that would be a good fit also.
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Old 01-13-2015, 04:53 PM   #22
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Re: How To Write An On Site Proposal To Homeowner


I will do it a couple of different ways, mostly depends on how much the job is.
Up to around $8000 I will write something while there on a preprinted carbonless 3 part form. Between $8- $13 or so thousand will make a 2nd trip with the preprinted carbonless form in a presentation folder with various pages of information.
Above $15 or so thousand the information is typed in a letter type of proposal with roof drawing and pictures taken 1st trip as well as insurance info and other various pages of information. Presentation folder increases in quality the more money involved.
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Old 01-13-2015, 05:22 PM   #23
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Re: How To Write An On Site Proposal To Homeowner


99% of the time I can give the customer my # on the spot, first call. I use a laptop and mobile printer. My closing rate went through the roof when I started doing it this way and it has everything to do with asking for their business face to face on the first call. The guy that emails or makes a 2nd visit is losing business guaranteed to another company that knows how to close the sale on the first call......period.

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Old 01-18-2015, 11:27 AM   #24
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Re: How To Write An On Site Proposal To Homeowner


I've used the "joist app" a couple times now. That thing is pretty awesome! You can do bid from phone, tablet, desktop or laptop. You can start it on one device and finish on a different one. Say you want to add a photo. So instead of uploading the picture from your phone to the tablet. You can just log in with your phone and add picture.

IT'S FREE !!!

If you do the same work all the time say install front doors. After you have entered an item it will ask you to make it a regular item. So you can have like ten kinds of doors already set up. Add special feature or change the price. Print it from your truck/van hand it too them also email it to them. If email then it will tell you when they got it and opened it up.

You can turn it from an estimate to an invoice in one click. They can sign it and email back.

Add your logo. And more.

I'm pretty impressed with it!
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Old 01-29-2015, 10:25 PM   #25
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Re: How To Write An On Site Proposal To Homeowner


I know this is a little late, but I did exactly like Ethan suggested to you. I got a $30.00 inverter and a $75.00 printer that can fit under the back seat (cannon makes a $300.00 mobile printer). Using the numbers application in iOS (spreadsheet app) I created a form that basically ask 30 questions. Those 30 questions automatically create 4 estimates for different shingle brands. I then print out the estimate I want and email the spreadsheet to an email address just for estimates. The spreadsheet also creates a material list that I email in for orders.

I also have a few folders in the truck at all times with samples for our proposal, warranty info, insurance certificate copy and some other stuff. Going for the close in one visit has really helped our close rate, and the spreadsheet has saved me tons of time. Often I will also email a copy of the specific estimate they are interested in with a email template that includes links from our blog and the manufactures website.

All of this can be set up for under $200.00.

There is a topic under the business section that might give you some good ideas on how to use spreadsheets for estimating.

As for apps, I'm sure android has something similar and a there are plenty apps for laptops.
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Old 01-30-2015, 08:26 AM   #26
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Re: How To Write An On Site Proposal To Homeowner


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Originally Posted by BamBamm5144 View Post
I have a printed proposal where I just fill out the numbers. Having the ability to quote on the spot helps you land jobs.
While you're competition is at home writing a proposal to email and then follow-up on, you're removing them from the marketplace...

If you have a price list, most projects (i.e. - roofing, siding, kitchens, baths, tiling flooring, windows, electrical, plumbing, etc.) can easily be quoted and closed on the same day...

You have a price-list (it's what you use to come up with your proposal), you just may not have formalized it so you don't have to recreate the wheel everytime you meet with a customer...

A formal price list and product line also makes you look more professional (you've been doing roofs for 10 years and don't know how much it will cost?), and inspires confidence.

It's also a selling point to use against your competition...

People REALLY don't want to sit through multiple presentations and sift through multiple different proposals... give them an avalanche of reasons not to...


Quote:
Originally Posted by LeeFowler View Post
Going for the close in one visit has really helped our close rate, and the spreadsheet has saved me tons of time.


.


.

Last edited by KAP; 01-30-2015 at 08:30 AM.
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Old 02-22-2015, 12:32 AM   #27
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Re: How To Write An On Site Proposal To Homeowner


Always type your proposal for your customers so you actually look professional. Keep a template of your bid on your computer and just change the names and general info when needed. I suggest putting together a "bid folder/packet" consisting of the proposal, a copy of your insurance and brochures on the roofing materials. If you want to go mobile you just need a laptop and printer in your truck, just make sure you have all the stuff needed to put together a bid packet. Good Luck

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Old 02-22-2015, 12:42 AM   #28
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Re: How To Write An On Site Proposal To Homeowner


I have a cordless hp h470 bluetooth mobile printer, I can build a proposal in my truck in quick books right on site from my laptop. My writing is terrible.
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Old 02-22-2015, 12:51 AM   #29
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Re: How To Write An On Site Proposal To Homeowner


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Originally Posted by Californiadecks View Post
I have a cordless hp h470 bluetooth mobile printer, I can build a proposal in my truck in quick books right on site from my laptop. My writing is terrible.

This is the biggest reason I went with a printer. My writing sucks.
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Old 02-22-2015, 02:16 PM   #30
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Re: How To Write An On Site Proposal To Homeowner


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Originally Posted by red_cedar View Post
I will do it a couple of different ways, mostly depends on how much the job is.
Up to around $8000 I will write something while there on a preprinted carbonless 3 part form. Between $8- $13 or so thousand will make a 2nd trip with the preprinted carbonless form in a presentation folder with various pages of information.
Above $15 or so thousand the information is typed in a letter type of proposal with roof drawing and pictures taken 1st trip as well as insurance info and other various pages of information. Presentation folder increases in quality the more money involved.
This system make no sense to me at all, 3 systems to present a proposal, Why not treat all prospects the same reguardless of the doller amount. 8 grand is not chump change.
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Old 02-22-2015, 03:28 PM   #31
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Re: How To Write An On Site Proposal To Homeowner


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This system make no sense to me at all, 3 systems to present a proposal, Why not treat all prospects the same reguardless of the doller amount. 8 grand is not chump change.
This I agree with. A $1000 job gets the same packet as a $40000 job.
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Old 02-22-2015, 06:07 PM   #32
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Re: How To Write An On Site Proposal To Homeowner


For a full house remodel or addition or something like that especially , im a big believer in thorough scopes of work. I will almost always give a minimum for what the project will cost, if they are ok with spending that, i charge a fee for development. Most development includes design and feasibility work, which i will be paid for handling.

For small projects i dont always charge a development fee, or projects that have already been designed. It just depends on different factors. Definitely need to look at one stop closings for jobs like bathrooms. Same for roofs and siding. I could just make a template scope and customize and print in my truck i guess. I ponder on it sometimes. Even for a bathroom i write a scope though.

But our close rate with clients who pay for the development for our bread and butter jobs is very good, so i am comfortable "losing work" to contractors who write a proposal at the kitchen table on site. Its not something we are set up to do or that i am interested in, but i certainly admire the ability of the contractors who do so. Certainly appealing on some level. For me personally, i like doing my proposals and scopes in the office with Pandora radio on the TV, in the ac when im fresh and in the right frame of mind, with a glass of iced tea.
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Old 02-23-2015, 09:09 AM   #33
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Re: How To Write An On Site Proposal To Homeowner


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I then print out the estimate I want and email the spreadsheet to an email address just for estimates.
This I like! I'll have to get back to setting up a spreadsheet for bids. VERY tired of using quickbooks.

JAWS: Good for you, as far as getting a development fee. I've always wondered how these remodelers/builders can put WAY more time into their bids than I do my roof bids, and not get depressed when they lose half the jobs.
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Old 02-23-2015, 11:33 AM   #34
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Re: How To Write An On Site Proposal To Homeowner


I agree with jaws if it's more then just a plug and play type of job (a roof or just new doors windows) you'd be better taking some time with them.

If you have a hand written proposal it gives an unprofessional cut corners on work kind of vibe to a homeowner.

If you use quick books then your proposal looks like all the other guys. Then they just compare the difference in the numbers and not the discription of work (the numbers are easy to understand. It not knowing how it all goes together types of material and the knowledge of how to makes it work that is all forensic to them.)

I've been using the free app "Joist" and am really liking how easy it is to use. I can email or print it. Alter it at any time. Use the template items over and over ( say $500000 per Sq ft for roofing 10 roof vents and one skylight) and the customer calls and says they don't want a skylight. But want the rest of the work done. You can be on another job pull it up on your phone. Delete the skylight from the estimate and resend it in less then 3min.

And it's free.......for now. Talked to the developer (if your on the Web page doing an estimate during the day there is a little help window you can ask how to do things like how to hide the per line price to just show a total so the customer can't pick apart a price in a section.) He said more features are coming up soon and they might charges for those extras but keep the base program free.
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Old 02-23-2015, 11:48 AM   #35
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Re: How To Write An On Site Proposal To Homeowner


Also I'm starting to pre fill out the info before I get to the person's house. Filled in the name address stuff. I already know what things they wanted done (paint the house and install 4 windows let's say) then after looking at it. Just click in some numbers and done.

If I suspect somethings wrong like customers thinks that a whole 2 story house can be painted for $100 more then the cost of the paint type of sillyness. Or something isn't adding up then I just email it to them and be done as I know they won't be a customer.
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Old 02-23-2015, 05:16 PM   #36
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Re: How To Write An On Site Proposal To Homeowner


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Originally Posted by dDubya View Post
This I like! I'll have to get back to setting up a spreadsheet for bids. VERY tired of using quickbooks.

JAWS: Good for you, as far as getting a development fee. I've always wondered how these remodelers/builders can put WAY more time into their bids than I do my roof bids, and not get depressed when they lose half the jobs.
I still lose a lot of opportunities when people dont want to pay the fee. Before the fee got started, we lost jobs we put a lot of time into, i wouldnt say i ever got depressed. Just a part of doing business. Got to try and discern who is going to be willing to pay for our value and who wont before we start development.

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