Aroflo has made our quoting process a lot easier and more accurate, but I think there is a lot more that can be done to streamline the process and take full advantage of the data already captured. I am curious if other people have similar challenges, and how they sort them out.
We make signs - engineered signs - so there is a lot of variation in our work as “standard” is a dirty word to our creative customers. Everything is quoted as a piece price or job cost. We never break down parts and labour to our customers. We use take-off lists to itemise and give options to our Clients, as we often have to quote the same job in a couple of different ways.
Aroflo’s Assembly Lists have made life a lot easer. Our assembly lists contain common materials, and a set of parts that exist only to carry labour. There is some repetitive work that I’d love to get rid of.
Every time we create a quote, we need to:
- Change the labour type (expand the labour line)
- Add the labour type to each labour line item.
Our labour types don’t change - Our electrical components are fitted under the electrical rate, mechanical work is done at the fabrication rate, painting is charged at the paint Shop rate.
Occasionally, the wrong rate gets added, or worse, there is no rate added. I’d really like to be able to set the breakdown as a standard in settings, and add the labour rate in inventory settings or as part of the assembly item.
Does anyone else have similar issues? How do you handle it?