How to manage repair budget requests

Keeping all repair prognosis and new customer inquiries under control can be a difficult task, especially when those potential customers come from different sources (customer recommendation, MARLET, or that they found you on the internet or on a social network). Managing so many different channels can make you forget important customer information, such as: B. Sending the budget, forgetting the time of the visit agreed with the client, or whether or not you followed a certain client.

Problems with missing organized budget inquiries and how to solve them

He forgets to send the reform budget

Nobody is perfect and we cannot deny that from time to time we forget to send the budget for this visit that you made a few weeks ago and where you wrote all the information on a piece of paper in your notebook. After that visit you will always have more … and it is possible that when you get to the office the next day to send the budget, some of it will be lost among so many explanations.

How can you be sure you haven’t forgotten to send a budget?

Dix an exceptional day for visits and budgets. If you are one of the « classics » and would like to continue recording by hand during a customer visit, we recommend this separate files for each client. Add prepared documents with information, names of customers, contacts, games they want to play, etc. That way you have all customer information in one place.

When your visits are over, put them folder by folder to help create and submit the appropriate budgets. This will definitely help you not to let a customer down.

Remember with our STIMAT Budget program and sales tool, You can carry out this control in an orderly and faster way, because by simply taking your tablet, laptop or even your mobile phone with you, you can add all the information about every game that the customer wants to play in their work, so that this information is now in your STIMAT -Customer area are stored so that you can view or change them as often as you like.

Forget to see reform budgets

In addition to supporting part of your business budget, professionals manage invoices, work, visits, orders, etc. This can make you forget to follow the budget after shipping, either accidentally due to the way you ship it have ordered the forecast, because of the workload or because you think the customer will call you if they are interested, which may result in you missing out on the opportunity to close that job. Never wait for the customer to call you, you always take the step.

How do you do a good follow up?

We have several ways to manage budget tracking:

If you have decided to send the offer by email, Don’t forget to end the email with a call-to-action. In this case, it is important to end on a sentence that will allow you to proceed with the client:

I am running the budget you requested. If it’s okay I’ll call you next Friday to give me your opinion.

However, with this option it is not possible to know for sure whether the customer has opened the offer or even opened the e-mail, as many customers do not answer.

If you have decided against giving Budget in hand After the explanation, to help you understand some parts that are not entirely clear, it is time to give yourself some time to think and reflect. During the same visit, try to arrange a second meeting with him to continue discussing the budget and see if there are any other questions.

Professionals who use Darling They usually send the offer through the program because they can find out if the customer opened the offer and how much they interacted with it. This is an advantage for you and your customer, because you can keep track of things much more efficiently, because depending on what the customer has done with the budget, we will act one way or another, for example if a few days and if you have not opened it , we can contact you and ask if you had any problems opening it or received it correctly.


Error in job information

When visiting a prospect, you are most likely using the classic notebook where you jot down the customer’s comments and the games they want to play. However, due to the heavy workload and ignorance of some of the things you indicated or confused with another customer’s information, it is possible to start a week later so you will have to call the customer back to clear up some comments. Not only can this situation make a budgeting mistake, but it also gives an idea of ​​the client’s unprofessionalism.

How can you be sure not to forget any information?

As we noted in the first place, having separate files for each potential client can not only help us remind us to send the budget, but also make it easier for us to organize the information because there you can: contains a document with information about the customer, Template with the most common recording sets, comment area, customer questions, etc. In this way you collect all the important data of the reform.

Using STIMAT allows you to save all the elements that you want to implement in the reform and receive an initial budget (even if it is not shown to the customer). With our tool, you can quickly and smoothly enter all information about the order and do not forget even the smallest detail.

If not, how can STIMAT help you manage repair budget requests?

  • You can go edit the state of your budget depending on the process you are in (from « In progress » to « Collected work »). This feature lets you know what process each job is in and allows you to keep different follow-ups for each of them.
  • Add internal comments in the configuration section.
  • When accessing the budget, you have the option of using a file manager where you can keep everyone involved Working documents, for example files for tracking, plans, contracts or invoices. You can also add this information to your budget when sending it to the client.

Plan Reforma is a comprehensive platform where you can both find new customers who are 100% filtered in PAZRA and manage them and your new customers with STIMAT, its budget program and sales tool. This allows you to manage all your customers centrally and in an orderly manner, from making contact to closing the invoice.