OVERVIEW OF PROPOSALS

This video will cover the basics of a Proposal/Quote creation with Best Practices in mind.    In the FloorManager or JobRunner system, a Proposal/Quote is an important document that lists all the materials and labor required to get the job done.   Once all the components of the job are entered, the system will display the Total Costs (aka Budget).  

The Total Sell Price to Customer can be set manually or use the gross profit margin to have the system calculate the Sell Prices.  When presenting the finalized quote to the Customer, there are options to show all of the details or Bundle for a clean presentation.  

The structure of the Proposal/Quote is important as it lays the foundation for future documents such as Purchase Orders, Labor Orders, and ultimately Accounting documents.  In the JobRunner system, it can be the basis for a Schedule of Values and Contractor Pay Application form.

Entry Tab

• Create a Proposal: Opportunity > Transfer transfer; Customer > Transfer, 
• Auto-populate Customer information from existing Customer database
• Header information:  Start Date, Job Description, Architect, Owner
• Settings for Retainage
• Drop in Material selections from existing Product Catalog 
• Drop in Labor selections from existing Labor Catalog
• Use a Kit to quickly populate the quote with a standard group of Materials and Labor (like a VCT installation such as VCT Labor, Thinset, Self-Level, and Floor Prep).
• Notes to Customer, Installer, and Procurement Agent
• Special Formatting

• Audit Tool catches common mistakes

• Terms, Conditions
• Details : Discounts, Tax Code, Tax Type, Estimated Sales Tax, Commissions Analysis Total

Job Mail Tab

• Job Mail for attachments such as special pricing letter, floor plans, seam diagrams, etc
• Job Mail can be directed to an individual for attention

Profits Tab

• Review Costs and Set final Sell Price (System uses Gross Profit Margin)
• Job Analysis > More Details