Sign Maine Work Order Now

Document type sign work order maine now

hello my name is David Dechaine and I'd like to welcome to the contractor estimate Pro software demo video today I'm gonna go through the software and I'm gonna walk you through one of the most powerful estimating platforms for contractors now this software can be customized for any type of contractor whether a plumber electrician a home-improvement specialist roofing contractor or even someone that actually does service and maintenance on properties this is an incredible software program now first of all behind every great contractor needs to be a great software system and we developed this to work side by side with you to become your business partner and take care of all the customer transactions from the very start of the job from the estimate rate through to finalizing and sending out the invoice so first of all I'm gonna bring you inside the system and let you take a look at what the system looks like first of all when you first come in you'll have to get logged in through our web-based portal and you'll go ahead and get logged into the system at that point you will have access to the main page and this is really a workflow of the whole system everything from adding a customer scheduling appointments creating new estimates you also can upload photos to any of the customer files also we have product information and also the customer information the company information now on the left hand side here you have the users the vendors and the customers now I'm gonna go through these real quickly and show you how quick it is to set up when you first get your system it'll have a lot of the information in from the initial setup that you'll put in when you sign up through the the PayPal button go ahead get set up you'll be sent inside and they'll ask some questions fill out all the fields as you go through the system this will load up your company information also we'll set up any of the users inside so first of all I'm gonna show you once you once you come up to the left hand corner you'll have the drop-down menus the first one will be the login and also log out now if you have any existing files that you want to import into the system you can simply import customers suppliers and products directly in so this saves a lot of time just getting all your products and in all your customers and any of the suppliers set up and afterwards if you want to exporting the data you can do that by separating and pulling right out of the system all of your products in suppliers and again the customers now first of all we're going to go ahead and get logged in and that way they I can bring you inside and show you there will be a couple of two-step security questions you know just username and password just go ahead and put those credentials in after that you'll get successfully logged in to the system and again there's a couple of different ways to use it you can use a drop-down menu which has all the company information suppliers products users letters pick list configuration the login logout buttons the customer search estimate search in job search and calendar search if you have an events if you want to look for an old estimate you've done also the document center this is basically a global filing storage this will give you any place to store any of your documents and this is one for the whole global so you can upload files and simply just drag and drop off your computer and upload so this is a great little feature and you create new folders and save all this stuff and you know just keep track of like brochures or any product info in there as well but the biggest thing that we go into is the customers now again I'm gonna start with this navigation screen anytime you want to go back to the navigation screen it's this little blue button and this has everything on the workflow I'm bouncing around a little bit but I want to show you exactly how to do this now the company information we set it up automatically through the system so it has the company name the all the information about the company website address all this information is used for creating the forms the work orders the appointment sheets the inspections anything about your your jobs that are in progress we of course put some some terms and conditions in there you can edit all these and change them out afterwards the job terms they're pretty much the same thing it's just we have to separate the estimate terms job terms and then we have the acceptance terms so those are also included and a warranty text so we we've put a little warranty form it's great when you get done with a job you can send them a warranty info with your company information all the things in there also the company logo you can upload whatever you have for files in contract or track attachments these are what gets sent out with every email that you send from the system so it saves a lot of time when you're just you know you can send a stiff key to work workers comp and insurance liability insurance and references so you know those are all in there but that's a little company set up and that's how you use that now when you want to set up a user real easy to add a new user you've got the username password couple of times first and last name email address and this is where whoever sends an email like if that user sends it it goes from their email and also the user role you can add different roles like your basic user or read-only this might be for somebody in sales in the read-only for someone that's just working you know remotely and you can active they can be active or unactive by simply checking that box and they'll be turned off now again when you want to go into your customers you'll add a new customer and if you have somebody in the system it will automatically populate but you put their name address State City drop down menus their phone fax or different phone number if they have a cell phone lead source email this is fantastic because this has everything from setting an appointment scheduling an estimate and if it is a job you'll have information about that job letter his photos you can bring photos in for each one of those jobs it's incredible notes about that job all these are available and of course adding files for that customer now I'm gonna show you what a customer file looks like once we go ahead and test that and now when you have an add a new record on like an appointment you'll go ahead and click options always allow the popups and this will allow us to take a look and see what we have for for a estimate or a time that we have scheduled I'll just open this one here you can see the how this one has all the fields everything's in there for schedule an appointment with times and dates just a fantastic powerful software program to help you estimates that we've created has all the information about the customer the files job description job images estimate terms and conditions payment schedule miscellaneous expenses all of that gets remotely set up every time you do a customer and the best part is it keeps track of everything for you so of course we have email letters so you can send an email directly from the from the system to your client by simply loading job acceptance and it loads everything up automatically for you and you can send that right off to your client you know it's just fantastic photos upload as many photos as you want you can bulk upload by just doing you know 15 or 20 photos 10 photos four photos we recommend four because that fits on a page you have product and customer so if you have products in there you can choose a product you know all these photos can be added to your system notes about a job in progress you can always type in a new note if there's a note type billing reminder you can add as many type notes as you want in here so you know all this this is in here for you upload a file to that customer file if you have a blueprint or you know work orders or anything else so you want to drag and drop in there you can do and upload it instantly keeps track of it in that file and then it just goes on to talk about creating estimates and again I'm gonna go through and show you some more but as you can see how this is gonna help you grow the business by keeping track of everything your suppliers name you want to add a new record new supplier you know everything's in here for you to create pricing labor cost any profit percentage unit cost shipping units of measurement anything that you need and of course this QuickBooks integrator this links directly to QuickBooks if you have a desktop version and this will you know joint in and click together and bring in all that info as a bridge from QuickBooks into the system so you can do that as well creating work orders and invoices just a fantastic way of really keeping everything into one system you know so at this point if you want to create let's say you've got an estimate that you're working on you let me close this one I'm going to go back to this one because I know I had a little information on that the estimate you want to print the estimate and I'll show you what that looks like we'll hit print you'll have a couple different options to look at a standard or detail contract you can email the contract instantly by just clicking that button and it sends it right off standard contract this is what it comes out to you know it has your view front page it'll have the information of job description the pricing the labor payment schedule the place we are caught your your customer can sign date and you'll have your company name and signature there as well also you'll have photos of the job that's in progress you can put four on those on each page you'll can have product image if you put in you know door you can have four again on each page in the terms so all that is in there and simply printing and send it off or email the contract and it gets sent directly to the client within literally minutes or even seconds you know your customer actually gets an email and I'll just show you what I've done here I printed what that estimate email looks like and I'll show you how this will bring all of the the things that we added in the in the attachment she'll have the estimate itself which sends the PDF everything gets sent out PDF and they'll they'll be able to print off that look at that within seconds really literally and we put a copy of our insurance just showing our insurance and a copy of our references for I think there's a roof references so you know that's all available for you you can set it up for any type of business plumber electrician anybody that's in the in the residential remodelers a lodge building contractor its scalable so it's gonna grow with you as your business grows now keep in mind you're also gonna get a free contract a website with the system you're gonna have a like a wordpress site that's all set up for you and you can have you a free estimate form and this is linked directly to the software so any of your customers come in here they put their name phone number best time to call street address city state zip code and once they click on a time that's good for them this will load up and they can go ahead and schedule the appointment rate on the alright on the website and this gets put right into your calendar so this is great it's an awesome way to have your customers sign up and put all their information in and it saves a lot of time and money for you so you don't have to do it you know it has about the about us product where wherever we whatever you put in off the website and you're set up this will bring the information in there for you as well it's a great addition to the contractor software program you know and I really appreciate your time today and I hopefully I look forward to working with you in the contractor estimate Pro so do go down and click on the Buy Now button and get signed up because this is a fantastic program and it's all set up at a special price of only a hundred ninety nine dollars and ninety nine dollars a month compared to one so that that cost thousands this is a great value this price may not last forever so go down and click on the by now button and get signed up today