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< Previous Next >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
How to create an estimate for building work as a Tradesman in Price Doctor
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Creating an estimate is a fairly straightforward task, but firstly you will need to add the customers details to the system you would like to create the estimate for. To do this, work through the steps for creating an enquiry found here. Step 1 Once you have added the customers details to the system and
How to create an enquiry as a Tradesman in Price Doctor
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The enquiries feature in the Price Doctor system allows you to add you customer enquiries to the system as they come in by phone, email or any other lead source you use. This allows for a quick and easy way to access customer information from any device connected to the internet. To create an enquiry
The Price Doctor Work Flow for Tradesmen
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To use the Price Doctor system to it’s full potential, it’s important to understand the suggested work flow sequence. To ensure that the system is as logical as possible, we built it inline with the usual standard method of pricing and quoting and managing a project: Step 1: When a customer contacts you, you create
The My Account Page for Tradesmen
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Your My Account page is essentially the “hub” of the Price Doctor system and allows you to easily create new enquiries, estimates and quotes, view any estimates, quotes or jobs you currently have running, send quotes to customers and much more. The Price Doctor My Account screen To access each different section e.g. Enquiries, Estimates
