So I’ve been using this system for the past year now and it’s been working very well. I made a form for counting windows, screens and etc. when our doing an estimate. It’s very convenient and my customers have been very impressed by it. They seem to trust me a little more because I take the time to map out the house, even record damages and bring them to their attention before hand. The best part, I can scan this into my Dropbox, then upload it into my CRM from their and I always have it with me on file. If anyone has other ideas it’d be great to have feedback. Here’s a pic with customer info covered.
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I like the concept but as is seems too time consuming for my taste. I think I’d make symbols for your different cost windows.
Example. ‘x’ for normal ground level window on the outer edge of the map.
“X” 2 squares tall for doors.
‘y’ for ladder windows. ‘Y’ for extra large ladder windows etc.
Could speed up the mapping.
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Here all houses are generally the same, window sizes average out some big some small. Always have an oversized window here and ther but also have small too.
One orice per inside pane
One price per outside pane
All averages out, simple.
Try and have an employee go figure a complex estimate system out, not going to work the same.
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Yeah, I’m not a fan of the complex. I just draw a square on the back of my estimate sheet and put the number of panes there. Then draw another square inside the first and that represents the second floor. Repeat for third.
Sometimes I’ll group the windows if they’re all the same or separate them or whatever I feel like. Just come up with a consistent system by which you know which is the front of the house, left, right, back. Stuff like screens can go in parenthesis if I need them, or cut ups get the “cu” suffix.
Just come up with a system you like, make it easy, and what matters is that you remember where everything is at.
I do a diagram of sorts (file for two years) of the windows so months or years later I can look at it and know instantly what the job entails and how I charged for it.
The circled numbers are windows, the number next to that is screens in this example, but I also do another number next to the screens number for tracks.
I don’t show this to the customer, just present them with a price to do the job.
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Man, some of you guys like things complicated…
I have an estimator sheet that has front, left, right and back for the sides of the house.
One line on each for windows. If there are 2 or more stories, I make a divider line for each story.
Second line on each is for screens/ removable mullons.
Third line is for notations like ladders sets, problems to tell the client about, or PIA items.
Bottom is where I tally numbers for all the costs.
I still have room at the bottom for making notes, and the whole back of the sheet. I keep these filed by the year, so I can go back anytime to see what the job entails if I forget.
