Companies in the building maintenance sector carry out a large number of individual jobs. A lot of these jobs require a quotation before the customer will give the go ahead for work to be carried out. It’s typical for people raising quotes to have their own way of doing things.

They might create quotes on Microsoft Word and store the record of the enquiry in a spreadsheet. Quotes are normally emailed directly from that person’s inbox. This means that other people in the business have very little visibility of the pipeline for new business. Job quoting software is vital to make sure that information is shared between colleagues and that there is a standard process for quoting customers.

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