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Custom Installers' Lounge Forum - View Post
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The following page was printed from RemoteCentral.com:
| Topic: | proposal template This thread has 7 replies. Displaying all posts. |
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| Post 1 made on Friday May 20, 2005 at 12:17 |
idodishez Select Member |
Joined:
Posts: | May 2003
2,433 |
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Does anyone have a proposal template they'd be willing to share?
Along those lines, is D-tools worth the investment? Im not a big player in the field, so Im not yet doing the $50k systems that require massive design,planning, etc. Are there other programs/software out there that will help the CI gut, but without all the bells & whistles (and expense) of D-tools?
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No, I wont install your plasma with an orange extension cord hanging down the wall. www.customdigitalinc.com |
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| Post 2 made on Friday May 20, 2005 at 13:50 |
augsys Long Time Member |
Joined:
Posts: | January 2005
442 |
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D-tools-VE is a great starting point for a small CI firm. There's a lot of post about this at IP.
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| Post 3 made on Friday May 20, 2005 at 19:28 |
Coach Steve Long Time Member |
Joined:
Posts: | April 2005
19 |
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Does anyone have a proposal template they'd be
willing to share? Do you have a good item list, with up-to-date cost and sell prices?
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Installers know how to do installations. Business owners need to know how to get installations done -- and a whole lot more. |
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| Post 4 made on Friday May 20, 2005 at 19:52 |
Yeti Active Member |
Joined:
Posts: | April 2004
651 |
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D-tools
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Regards,
Glen ___________________ Happiness is living in a padded room with a ball. |
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| OP | Post 5 made on Saturday May 21, 2005 at 02:24 |
idodishez Select Member |
Joined:
Posts: | May 2003
2,433 |
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On 05/20/05 19:28 ET, Coach Steve said...
Do you have a good item list, with up-to-date
cost and sell prices? Actually spent all day today working on it. Wy do you ask?
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No, I wont install your plasma with an orange extension cord hanging down the wall. www.customdigitalinc.com |
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| Post 6 made on Saturday May 21, 2005 at 10:26 |
Coach Steve Long Time Member |
Joined:
Posts: | April 2005
19 |
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Quick Books can be pretty functional for doing the gear and pricing side of a proposal. It aloows you to set up group names for things like "Drops" and "Rough-In" and "Surround Sound System" that let you combine all merchandise, materials and labor into a single line item. You can put in customer-friendly descriptions for items, instead of just listing brand and model #. You can even subtotal a proposal by room or phase. But you need to be working from a good item list.
Covering a QB estimate with a Word doc that nicely presents your business makes for a pretty decent proposal. Not as comprehensive as the D-Tools system, but far easier to master -- and it lets you build PO's and track payments and deliver items off the estimate, no problem.
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Installers know how to do installations. Business owners need to know how to get installations done -- and a whole lot more. |
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| OP | Post 7 made on Saturday May 21, 2005 at 11:29 |
idodishez Select Member |
Joined:
Posts: | May 2003
2,433 |
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Ironically enough, Quickbooks is what we were working with all day. Making progress. Sowly, but making progress.
Thanks for the tips
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No, I wont install your plasma with an orange extension cord hanging down the wall. www.customdigitalinc.com |
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| Post 8 made on Sunday May 22, 2005 at 19:00 |
walter Long Time Member |
Joined:
Posts: | April 2003
40 |
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We use quickbooks, you can customize it and make a nice proposal. It works great for us. When you buy pay attention to this: they have regular quick books and also Quickbooks-Pro, the first doesn't allow you to do estimates/proposals, the PRO does.
good look with your co.
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