PEP Graphs

How can graphs help you? If you’re curious about how your business is doing, building graphs is a great way to see the information that matters. Graphs let you keep a close eye on trends so that you can make informed decisions about your business. Visual Reports...

How to Make a Change Order in PEP

Sometimes a customer will sign an estimate and then later decide they want to change something about the work. When that happens, you don’t need to create a brand new estimate, you can make a change order. How to Make a Change Order for an eBid If you use an eBid and...

Avoid Distractions During a Sales Pitch

Making a sales pitch (or a presentation in general) is tough. It doesn’t matter if it’s in front of 1 person or a whole room of people, you need to speak clearly, directly, keep a good pace, and most importantly stay focused! Here are a few tips to avoid distractions...

Estimating Hack: Make a Job Template

  We’ve talked about the importance of implementing process before. Process is teachable; process is consistent; process is a key ingredient in business growth. Whether you care about consistency, speed, or teaching someone to follow your process, this...

Make a Form Using Production Rates

In our last post we introduced you to Production Rates and how they make estimating quick and accurate by calculating how long a task will take. Now we’re going to walk through customizing your own form using Production Rates.  A form is list of pre-saved items you...