Overview

What you'll learn

In this subject, we'll review the process for providing estimates for our roofing services.

After you've completed this subject, you'll understand:

• How to create an accurate estimate.
• Presenting estimates to prospects.‍

Tip: If you forget anything that you learn in this subject, you can go back and look at it at any time! And check it out on the go with the Trainual mobile app for iOS or Android.

Creating Accurate Estimates

Initial Inspection

Before an inspection happens, you should receive the name, address, and information about the potential job through [source of information]. Remember, it's important to keep your team up to date on the results of the potential job, so be sure to [ways of documenting the job within your system or who they need to speak to about the inspection results, and how].

[How times are confirmed. Ex: Every inspection is confirmed via text the night before, so your potential customers will be expecting you.]

Often, there are clear, obvious, and known issues that need to be addressed. And often, prospective clients may have a goal of replacing all of their roofing for a number of potential reasons.

Especially if a core issue's cause is unknown, you'll want to keep an eye out for a number of problems, including:

• [Ex: Buckled or damaged shingles]
• [Ex: Hail or weather damage]
• [Ex: Broken shakes or tiles]
• [Ex: Open seams that may have occurred do to sun damage]
  
• [Ex: Algae growth]
  

[🎥 Insert video on the inspection process here]

Using [Software Name] to Create Estimates

When working with customers, it's extremely important that we properly set expectations. Not only can this help us to close more business, it can also help to give our prospective customers the reassurance they need to make what can sometimes be a large financial commitment for their new roof (or repairs).

When we were building out [Your Roofing Company Name]'s estimate process, we knew that we needed to use a software that would make it as simple, straightforward, and visually appealing as possible.

So, after lots of research and demos, we decided to go with [Software Name].

Creating the Estimate

When it comes to creating estimates, the goal is to be as specific as possible. We want to make sure we're. being as clear and detailed as possible. That way, there are no surprises, and our potential customers feel like we're being as transparent as possible.

The video below will walk you through how to use [Software Name] to create your estimates. The result will be an awesome proposal that, line by line, will tell our potential customers what to expect.

[🎥 Click the red REC button on the template's top menu to do a screen recording with you talking along. This video should cover where to click to go in the software to create an estimate, what numbers to enter, how to finalize an estimate, etc. ]

🙋‍♀️ Have questions? Reach out to [Name] for more information.

Going Over Estimates With Prospects

Presenting the proposal

In-person proposals

When it comes to going over an estimate with a prospect in person, there are a few things you'll want to keep in mind (and have prepared):

• [Ex: First impressions matter. Be sure you're dressed appropriately, wearing your [Company Name] work shirt, and arrive on time.]
• [Ex: Ensure you have your iPad charged and ready to go, so you can run through the contract line by line.]
• [Ex: Be sure that you have current and valid license information available.]
• [Ex: Be ready to discuss the timelines for receiving materials, as well as project start and estimated finish dates.]
• [Ex: Be sure to end with next steps and timelines]

Digital proposals

Proposals done via Zoom can be a bit more challenging since there are so many variables. You'll want to keep the following things in mind when presenting via video conferencing:

• [Ex: First impressions matter. Be sure you're dressed appropriately, wearing your [Company Name] work shirt, and arrive to the online meeting on time.]
• [Ex: Always follow up with an email with as many of the details of what you discussed as possible, as well as the estimate documents.]
• [Ex: Ensure your background is clean, uncluttered, and will not distract from your conversation.]
• [Ex: Ensure you're signing in from a spot with a good internet connection.]
• [Ex: Be sure to end with next steps and timelines]

Recap

What You Know Now

Congrats — you've finished the Roofing Estimates Process for Residential Homes subject! 🎉

You should now understand how to:

• Prepare for an initial inspection.
• Use [Software Name] to create estimates.
• Present an estimate to a prospect.

Remember: If you forget anything that you learn in this subject, you can go back and look at it at any time! And be sure to download the Trainual mobile app for iOS or Android for when you're on the go.