If you’ve even had a customer query an estimate after you’ve done the work, then you’ll know valuable it is to present estimates in a clear and easy to understand way.
According to our workshop user group, estimates are key not just for work that needs to be carried out now, but to help customers plan for future work.
A great experience keeps your customers coming back again and again, that’s why our customers customers were at the heart of our planning for the new estimates feature in webSAM, our cloud workshop management system.
Try it for yourself
Get started sending approvals to your customers via email with a 30-day trial of webSAM, plus try our brand new job card feature – job sections.
5 things you can do with webSAM estimates
Put your customers in the drivers seat for upsells
Did you know that customers are more likely to take up upsells when they’re using a self-service portal? Turns out, they don’t like feeling pressured over the phone or in person.
Help customers budget for recommend work
Not everyone can afford $500 of repairs right away or are willing to take up credit to get work done right away. By outlining all the recommended work in an estimate, along with pricing information, you can help your customers see what work essential and what work can wait until the next service.
Turn estimates into jobs
With the click of a button, you can transform an accepted estimate into a job, or add the approved estimated to an existing job.
Easily follow up outstanding estimates
See a gap in your diary that you want to fill up? Chasing up outstanding work will help you fill those gaps and your estimates listings help you to view your outstanding estimates by date issued, status and customer.
Get peace of mind over queried jobs
Electronic estimates mean electronic records of not only the work and approximate costs, but also what the customer approved and digital acceptance of your terms and conditions.