Group Like-Items

Getting organized takes a little time upfront, but the results are always better than without organization (faster, smoother, more efficient, less frustrating!). Not that I do this, but grouping like-items on a shopping list makes it possible to breeze through the store. Group items on a packing list and it’s easy to see that you’ll take everything you need for vacation.    Organization is one major benefit of using PEP. Group tasks together by AREA to make sure you’re accounting for everything on the estimate. Set up estimating forms that quickly pull up the items you commonly use with all your preferred settings. We’ve even taken it one step further: Group like-items together on the eBid or proposal. Rather than having multiple lines for detailed prep work, or trim, or repairs, you can now group those items together onto a single line for your clients.   Check out this video to see how to group like-items and what grouped items look like on the proposal.   Two more videos show you how to engage the grouping feature on the eBid or proposal and how to adjust your default settings (that’s if you love grouping and you want to make it the default).   FYI You can assign categories to items on estimating forms and save the settings. The next time you use the estimating form, those category settings will already be there. Categorized items will still appear individually on the estimate within PEP. The grouping actually happens when you make the proposal or eBid. Assigning categories to items DOES NOT mean that items will automatically be grouped together on...

Your Brand: A Cautionary Tale

It’s been awhile since I’ve talked about branding around here, but that doesn’t mean we shouldn’t all be thinking about it. Your brand is the image you project to everyone around you. It’s the way people think about you and your company. As painters are ramping up for the summer season, now seems like an appropriate time for a real-life anecdote… Who’s At the Door? A Cautionary Tale of Branding It was a dark and stormy night (okay, maybe it wasn’t, but it hardly matters). It was just after 6 pm and 15 year-old Ellen was home watching TV; her Mom was still at work. Suddenly the doorbell rang. The dogs, Nacho and Chili, started barking and ran to the front door. Ellen stayed where she was on the couch. She never answered the door unless she was expecting a friend or a pizza. From her spot in the family room, Ellen was out of sight behind a half wall, but she glanced over the wall and caught a glimpse of a bearded man wearing a hat. A few moments went by and then the mystery visitor knocked “Shave – and – a- haircut – two – bits”. Nacho and Chili embarked (pun intended!) on a new round of howling and it made Ellen more than a bit nervous. Then, it happened: he tried to open the door. Jimmy – jimmy – shake on the handle. The dogs went berserk! Ellen cowered on the couch.  The door was dead-bolted, and that fact paired with the defensive forces of Nacho and Chili* seemed to deter the would-be intruder. A couple...