There are two ways to create an estimate in DragonDMS: a rough estimate or an accurate estimate.
Rough estimates – a minimum and maximum cost is entered for each section of the estimation which includes work, parts, oils and extras. The estimate total will show as being between a minimum and maximum cost. This is useful if the exact price is not known but gives the customer an idea of what they can expect to pay.
Accurate estimates – to give customers a precise cost for work, the exact cost for each section of the estimation is entered which gives a total amount. Once produced, estimates are printed and saved in the system.
Revisions can be made if required and DragonDMS will save every new revision created so that there is a history trail.
If a customer chooses to proceed, estimates are converted to bookings and then to a service job. If not, estimates are flagged as declined.
DragonDMS provides a record of all estimates including open, printed, approved and declined to give you an accurate measure of estimate conversion rates to service jobs and in addition to this, allows for follow up activity.
Emerging work estimates
Within estimates, DragonDMS has an emerging work estimates. Any emerging work can be added to a service job at any time ensuring that all job details are kept together, making things nice and simple when it comes to invoicing.