Sales / Estimator Overview

Sales/Estimating duties

Receive Sales leads from…
Collect Project details from lead
Qualify each lead as a project we want to bid
Meet the client at the Project site
Set Project up in Google Drive and Buildertrend
Contact designers / Engineers needed for the Project (If Applicable)
Send out all appropriate bid invitations with plans and scope of work to subs/vendors
Download and save an estimate spreadsheet to log all bids. Save in the Estimate subfolder for that Project
Receive all bids necessary to cover the scope(s) of work we are bidding
Qualify the bids or compare them to other bids to determine the cost and scope of work to be included in the Clients Proposal
Review the complete estimate with your Project Manager for his approval/check
Create a detailed Scope of work referencing plans, specs, documents, etc. with detail of what’s Included AND Excluded, (Did I mention Detailed?!)
Download Proposal to create the Proposal to send to the client, Export to Client as a .pdf. Or create proposal within Housecall Pro or Buildertrend
Have the client sign the proposal via DocuSign or from within Housecall Pro or Buildertrend. Send Deposit invoice to the Client
Handover to Project Manager

A Detailed Scope of work/Proposal/contract to the Client

Equates to…