Looking for top-notch quoting software for your service-based tradie business?
If you're a plumber, electrician, landscaper, carpenter, roofer, or fabricator, you've come to the right place! Before we dive into the various quoting software tools on the market, it's important to understand the difference between estimating and quoting software.
While estimating tools break down the job and calculate its value, quoting software takes those calculations and turns them into the actual quote that the client sees. With the right quoting software, tradie businesses can streamline their sales process, create professional quotes, and win more work. These software tools allow you to create custom branded templates, specify labour and materials allowances, present the information in a professional layout, and even automate follow-up emails and text messages. Plus, clients can approve quotes online with an e-signature and payment can be collected instantly using accounting software or payment integrations. If you're ready to take your tradie business to the next level, keep reading to discover the best quoting software options available.
SERVICEM8
ServiceM8 is the perfect solution. With ServiceM8, you can create and send professional quotes to clients quickly and efficiently, from anywhere - whether you're at the office or on-site with your iPhone or iPad. ServiceM8 quotes are highly customizable and can include labour and materials, items grouped into sections, and even multiple quote versions and options for your client to choose from. You can create fully customizable document templates with Microsoft Word, using merge fields to create a professional and consistent look and feel.
ServiceM8 also offers a list of pre-set labour rates and standard parts, as well as the ability to create bundles (pre-built kits of your labour and materials expenses) for common jobs. This speeds up your quote creation process, and any job-specific options can be added before sending to the client. For larger jobs, ServiceM8 offers a proposal function that creates interactive online quotes with rich content, including text sections for scope of works, material sections for your pricing (including optional and multiple choice items), and gallery sections that can include photo and video content.
This unique feature even has built-in AI that can help you write the content! Once your ServiceM8 quote is created, you can email or text it directly to the client, who can simply click the link to accept or ask any questions before proceeding. If you don't get an instant quote acceptance, ServiceM8's automated emails and text message follow-ups can be fully customized and scheduled to do the chasing for you, following up on quotes and proposals until you get a result.
While ServiceM8 does have some limitations, such as being available only on iOS and not having integrations with take-off systems, it's still a highly effective and user-friendly job management software that can help streamline your quoting process. Try it out today and see if it's the right fit for your business!
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