Management - Estimating, scheduling and price sheets?

Are you looking for a estimating program that will help you come up with a quote for various signs, or just a program to manage estimates? We used to use EstiMate but found the pricing to be too high for some items and waaaay to low for others, even though we set up the program as best we could.

We now use QuickBooks to create estimates based on some formulas we have developed over the years, it's good because I can estimate, invoice and collect payment all in 1 program.

For scheduling, we use Google calendar, with shared calendars. Some people use Trello, depending on your needs.

As for price sheets, I assume you mean a price list, we have one for a few items such as business cards, yard signs etc. But they are for the product only, design is not included.

 

There are lots of post here about estimation and job flow software and such.

But for price sheets. We created "flyers" for standard products like flags, business cards, DOT lettering. Basically anything that comes in a few standard sizes and options. I know the pricing for other items like banners, coro, acm, 080 alum, and such that I just ask for size and tell them verbally or setup an estimate in Quickbooks. I do have some banners hanging up in my shop to show customers a few sizes and price options. I don't have a price list for any of that stuff because I like to be able to raise or lower the price based on the difficulty of the job or customer. It's kind of hard to do when you start showing prices on paper.

If I could tell my past self anything, it'd be "don't let customers control the order process." Create a system, stick with it, and don't stray from it. At a minimum it should cover quoting/estimating, deposits, proofing, production start/end, shipping/pick-up and payment collection.

 

"Affordable." What is your range? There are solutions out there, depending.

 

Quick books for the estimates.Sticky notes on a board for all the rest

 

This is my "Old School" production method; Every counter job sheet goes into clear job jacket, along with anything provided by the customer, like business cards or prints & I add the printed out emails they sent me.
I have applied magnetic strips to the back to the jackets to be able to keep them on my steel production board. Works great for a small shop.

 

I created my own price list and that's what I've been using ever since.. I keep it standard across the board and around the shop. I copy and paste to an email if requested. My workers just looks at it to provide to inquiries. Keep it simple. It would be less of a headache when you come across a potential client who wants to argue about a price.

 

Here is the short & sweet...
We use a spreadsheet job job numbers. This sheet has job status flags, job numbers, customer & payment information.
We use trello as a job board. Each job has a "card" which is progressed through a work flow.
We use Quickbooks for estimate, sales order & invoicing.

We have used "estimate" software to set pricing of our products. This pricing is put in quickbooks as a product & we even print sheets with the pricing to be used at front counter or when estimating to a customer over the phone.

We mostly price by the sqft for rough estimates. Pricing is narrowed after job details are fully known.

 

I use invoice ninja for my estimate/quotes and invoicing. I use ashore for all my approvals and work flow. I use use a dry eraser board too. And calendar

 

My most recent method is using plastic clipboard job boxes with the job ticket on front and all the other stuff inside. I hung some 4" shelves up and labeled them artwork, production, order materials, out for proof, on order. I put them in order of importance and rearrange as needed. It takes up space but I can see every job at a glance. I also have some pink sticky notes that have a to-do list on them so I can make sure everything I need is ordered, measured, etc. Dry erase board for installs and production that has immediate deadlines. I use Wave for invoices/estimates (free). I print out a job ticket and it gets a job # sticker I ordered off of Amazon. When I order something, I print it out and it gets a PO # sticker and those go on a clipboard until I receive the order in.

 

"Not much" is hardly a range. Gotta have something, at least "not much" to "not more than this much." Please try again if you're looking for real solutions.

In the meantime, can you use this in your Excel?

 

Here's my opinion on the matter.

Pick a solution you want to go with. Tweak it until it works for you. Some people will find hi-tech solutions to work and others will find paperwork will work. Both have their flaws. Paperwork can get lost in the shuffle. Hi-tech solutions can be cumbersome, especially for those who aren't very technical.

My quoting/invoicing/banking goes through QB. I'll also do Excel sheets for the estimating when needed.

The order tracking is all paperwork with cubbies. It has major flaws but it works fine for our shop. If we scaled and had to bring in 2-3 more employees, I'd likely have to change the system to rely more heavily on cloud based solution.

 

For estimating and scheduling, I created a solution that is browser based that I use for that. I have since converted that to an Electron app as the file is stored on the server and that is how it's shared among other computers on the network.

For estimating, even a spreadsheet based version would work. Doesn't need to be terribly sophisticated, although could get really sophisticated if having the time (Alicia, wife, is able to do wonders with an excel spreadsheet, so it can be quite robust if/when needed) to tweak it to do that.

It really is going to depend on what type of method fits you the best. More of a digital means of organizing or are you the more traditional analog means of pencil/pen and paper? After you pick one method, at least try to stick with that for some time to get into the habit of using it, especially if you aren't one that is good at organizing to begin with (I know I'm not).

 

Quickbooks and a manual "tickle file". All paper gets stuffed into a manilla folder, and when the job is done gets filed for reference.