ESTIMATES
Profit Connect helps you keep track of all your estimates, allowing you to understand the art of estimation.
Why Choose Our Estimate Feature?
Key Features
Creating reliable estimates is a critical part of business success, whether you're bidding on a project, pricing services, or calculating costs for a potential client. Our Estimates feature streamlines the process, helping you generate precise, professional quotes quickly and efficiently. Keep your business organized and impress clients with clear, detailed estimates every time.
Quick Estimate Generation
Create accurate estimates in minutes. Our intuitive platform allows you to input necessary details, including labor, materials, and other costs, and instantly generate a professional estimate.
Customizable Templates
Use pre-built templates or create your own to fit your specific needs. Customize your estimates with your company logo, terms, and conditions to create a branded experience for clients.
Cost Breakdown
Provide clients with a clear and detailed breakdown of costs, including line items for labor, materials, and other project-related expenses. Transparency builds trust and ensures no surprises down the road.
Instant Adjustments
Make real-time adjustments to the estimate based on changing project details, client requests, or scope changes. Update the estimate as often as needed, without losing any previous data.
Client-Specific Estimates
Create tailored estimates for each client based on their needs and project specifics. Add personalized notes or offer multiple options to give your clients flexibility in their decision-making.
How It Works
This feature allows you to create personalized estimates for each client by inputting project details.
Enter Project Details
Begin by adding key project details such as scope, labor costs, materials, and any other necessary information to form the foundation of your estimate.
Generate the Estimate
Using our built-in tools, create a detailed and accurate estimate. Adjust prices or quantities as needed, and ensure everything aligns with the client’s needs.
Customize & Personalize
Choose a template, add your company branding, and customize the estimate to suit the project and client.
Send to Client
Once the estimate is ready, send it directly to the client via email, or download and print it for physical delivery.
Track & Follow Up
Track the status of your estimates within the CRM. Set reminders to follow up with clients, and review any feedback or updates they provide.
Connect Today For Profit Tomorrow
Customer Relationship Management system connecting your business with your team and clients with HR management and project tracking.