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...

Understanding Production Rates

We’re going to build  auto-calculating estimating forms, and to do that we need to understand where the information comes from. So we’re here to discuss  Production Rates. Production Rates are used to figure out how long a task will take.  PEP’s Production Rate...

How to Make a “Time & Materials” Form

With PEP’s library of production rates, you can make a detailed estimate that calculates time and material based on the surface (sheetrock, smooth trim, rough trim, brick, etc), the method you plan to use (brush, roll, spray), the number of coats, the difficulty...

How to Make and Execute a Project Plan

The warm days of summer are upon us, which means the busy season for many businesses that are anything but lazy! During these months of hectic work loads, you may spot some inefficiencies in your business practice. Projects are how you’ll implement new systems into...

Using Notes in PEP

Do you remember taking notes in class with your spiral-bound notebook and ballpoint pen, trying to keep up with the teacher’s lesson? I would ferociously scribble down every word the teacher said and was confused to look up and see other classmates merely jotting down...

Communicating Relevant Information

  Relevant information depends on who you’re talking to.     There’s a lot of overlap in  information that is relevant to clients and relevant to the crew. The areas that are part of the project, the work to be done in each space, the...