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< Previous Next >How to create custom lead sources for tradesmen using Price Doctor
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Lead sources help you to identify where enquiries have come from. For example if you run a series of magazine adverts and you have an influx of calls that all quote that they found you in the given ad then its useful to be able to flag up these calls so that you can see
How to create custom projects and create your own building work quotes using Price Doctor
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At present the Price Doctor system has a set selection of Project Types that you can choose from; Extension, New Build, Driveway etc. These are systems that we have built and added to Price Doctor that enable you to use all of the default pricing and options to enable you to get an estimate or
How to add your company information to the Price Doctor system to add to your building work quotes
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To add a professional look to the estimates and quotes you send out, it’s necessary to add all of your company information and logo in the “My Profile” area of the system. The information you add to this section will then be used to add to all of your quotes, estimates and other forms of
Using your dashboard to view stats on quotes you have sent out to your customers
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The dashboard view in your account gives you a quick overview of your entire Price Doctor account. From the dashboard you can see a quick overview of any enquiry visits and scheduled calls you may have, how many enquiries you currently have, how many quotes and jobs you currently have running, any emails that need
Learn how to convert quotes to jobs and project manage building work using Price Doctor
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When your customer has confirmed they are happy with your quote and that they want to go ahead with the works, the next job is to get started. Price Doctor can also help you with this. When you convert a quote into a job, the system will then allow you to work through each stage
How to create a building work quote as a Tradesman using Price Doctor
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The process of creating a full blown quote is very much similar to the process of creating an estimate price. Once you have created your initial enquiry and then taken that enquiry and created an estimate from it, you can then convert that estimate price into a full quote. By doing so, Price Doctor will
