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Writer's pictureAustin Zachary

Intranet Quoting Systems For Small Service Businesses - Case Study


Most small service businesses do not fully utilize their websites along with the can. In fact many large franchising companies which 1000s of service vehicles do not either. It's interesting with the modern tools available that more companies do not make the most of these efficiencies. It seems quite evident that with some off the shelf software and some minor customization, most service companies could do so much better. I'd like to let you know about a task we developed for our service company to greatly help us do our job better.

You see, Intranet Quoting Systems for Small Service Businesses can be found currently and you can implement them in your small company without breaking the bank. Our bodies was a Quoting System within our intranet system, which would page which would send out Alphanumerically that listed all the various truck/fleet units with prices and our franchisees we would put a "check mark" which units they have and add quantities.

From there, it'd enter the info of the bidding company and own it automatically fax over the bid sheet. We will then give our customer a digital quote anybody, anytime, anywhere, within 10 minutes or less Employee Intranet. This allowed us to hyperspace our competitors by always being first in with the bid and gave us a better potential for signing up the customers. It worked, thanks to at least one of our Master Mind Research Team Members; Mr. Dave Pitta of Pleasanton, CA who though up the idea. Dave Pitta was our franchisee and controlled the territories of Livermore, Pleasanton, Dublin, Danville and Walnut Creek.

A smart company should always get using their team and enable the ideas to flow, because the people on the leading line understand what they require and want to work more efficiently. Stop hearing software salesman, you need to know things you need before you go shopping and ensure they are able to customize it for you personally, the way it will best serve the team and the way that the team wished to make use of it. In this way you obtain maximum buy in from the team and lessen the expense of feature creep with software, which doesn't work and no-one wants to use.

The Bid proposals came to the customers fully personalized and encounter in good quality. Eventually this test project worked and we made it uniform for the entire franchise system. You may not even imagine the difference between these bids with the fax cover sheet with fleet pricing and bid sheet vs. the old carbon copy forms we use to make use of, similar to the ones so many small service firms still use today. Think on this in 2006.

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