Spending Plans For
Quote Budgeting
Build Accurate Quotes to Budget with Spending Plans
Key Features
Flexible Spending Plans
Automate Spend Plan Mark-Ups
Adjusting Spending Plans
Spending Plans to Work Orders
Offer Customers More Options to Fit Their Budget
Produce multiple spend plans inside one quote, perfect for offering different levels or tiers of service. Build unique spend plans for each kind of service you provide and let your customer decide which service package fits their budget. Then turn that spending plan into a work order and get service started immediately.
Mark-Up or Gross Profit Automatically Calculated
Set up what you want your Gross Profit percentage or Mark-Up percentage to be, and when you add parts and labor hours to your spend plan, Fieldpoint will ensure the calculations are completed, giving you an accurate price for your spending plan. This ensures each spending plan you submit is profitable for your service business.
Make Adjustments to Improve Win/Loss Rate
Change the total cost, mark-up percentage, price and profit numbers on any spending plan line to improve your win/loss rate. Round prices to the nearest dollar, or reduce the mark-up percentage to bring a bid down in cost, while still ensuring you are generating profit for performing service. This will increase the number of quotes you win with accurate spending plans that still generate profit for your business.
Simple Clicks to Turn Spend Plans Into Service
Once your customer has selected the spending plan quote that is right for them, turn that quote into a work order with the right parts, labor hours and pricing. Go from quoting work to performing work quickly and efficiently, ensuring your service is excellent and profitable.