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I am wondering if anyone has any tips for organizing estimates. We use Alldata Manage and I know how to do the estimates in there, but there are many times a day that people call for a quick estimate for something and it doesn't seem worth the time to enter all their info into the system and do an official estimate in the program. But I still like to keep the estimates for a while in case they call back a couple of weeks later and want the work done.
Right now I have a folder with handwritten estimates in it, but going through it is a pain. I am thinking I might get a binder and put the estimates in the binder in some type of order. Not sure if it would be better to organize by name so if they tell me their name I can easily find the estimate - or by date of estimate so its easier to go through it every once in a while to clear out old ones that are taking up space.
Thoughts or suggestions?
By 5 Star Auto Spa
I've noticed that whenever I price out shock/strut replacement estimates based on our parts pricing matrix and labor guide (All Data), we always seem to be on the "high" side compared to our competitors in our area (Pepboys, Merchants, Midas, etc.). Are shock/strut jobs considered a commodity item and priced at a reduced rate like batteries, or brakes?
As a full service automotive repair shop, we constantly get calls for estimates/quotes. Some of which right when the price is said, we just get an "okay, bye." or "wow".
We are thinking of telling customers when they call and ask for estimates to refer to our website, fill our a brief form, and we will send the estimate or call them back. What are your thoughts and opinions?
Hopefully, if a customer is willing to take the time to do so, they are a customer we would actually want for our business.
Please let me know if you would happen to agree, or if you have an alternative way to handle this situation of price shoppers taking too much of our techs/workers time.
I'd like other shops opinion on how they handle pricing. Do you guys display your most common prices in the waiting room? We currently make estimates valid for 30 days, what are your thoughts? Do you give a discount if a customer sets up an appointment that way you know you have a job for the days work?