tag:blogger.com,1999:blog-22311364.post8068657797089350556..comments2024-03-27T21:40:39.130-07:00Comments on Small Biz Thoughts by Karl W. Palachuk: SOP Friday: Sales Tickets and Sales Queues Karl W. Palachukhttp://www.blogger.com/profile/10854725002875547297noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-22311364.post-74178959176408416292012-11-03T06:44:21.242-07:002012-11-03T06:44:21.242-07:00Hey, Kurt.
We use the quoting tool sometimes. How...Hey, Kurt.<br /><br />We use the quoting tool sometimes. How's that?<br /><br />For larger projects, we have an excel spreadsheet that allows us to lay out all of our costs item-by-item on one worksheet and then produce separate worksheets with client facing quote, detailed list of items to purchase (from Ingram or Synnex), and a pick-list for technicians so they can track when everything has been received and they can change the ticket status to "Schedule This."<br /><br />The client facing quote has details on what we will do, but no part numbers or parts listed individually. This prevents shopping around. We have examples of this in a few books, including an entire chapter in <a href="http://www.networkmigrationworkbook.com" title="The Network Migration Workbook" rel="nofollow"> The Network Migration Workbook</a>.<br /><br />If we have simpler quotes (e.g., three workstations, three printers, three copies of MS Office, three monitors, three UPSs), we will do those in Autotask because we can easily send an e-quote and get approval from the client. The wizard to convert quotes to service requests is pretty nice too.<br /><br />We own QuoteWerks (three licenses, I believe), but everyone who has tried to use it was of the opinion that we're too low volume to get true value from it. Karl W. Palachukhttps://www.blogger.com/profile/10854725002875547297noreply@blogger.comtag:blogger.com,1999:blog-22311364.post-46634042000053026162012-11-02T09:13:21.762-07:002012-11-02T09:13:21.762-07:00Hey Karl,
If I'm not mistaken - you guys use A...Hey Karl,<br />If I'm not mistaken - you guys use AutoTask right? Do you use the built in quoting system in AT, or do you use a 3rd party solution?<br />Thanks! Great post --<br />KurtKurt Bullockhttps://www.blogger.com/profile/13395434305571856462noreply@blogger.com