Since a lawn care estimate is one of the main ways to win new clients, it's important to streamline the creation and follow-up process using the #1 lawn care software.
By using the best lawn care software to create the perfect lawn care estimate and follow-up process, you can:
By manually creating your own estimates, you're:
Use this article to find out how to use Service Autopilot to streamline your lawn care estimate process and never miss another follow-up.
First, before you can create a lawn care estimate, you’ll first need to ensure your prices are set to meet profit goals.
In order to do so, you'll need to track time for EVERY client to determine how much profit each client is generating per hour.
Plus, Service Autopilot allows you to instantly check average time on jobs and profitability for each client. Which means, you don't have to spend countless hours crunching these numbers on your own.
As a result, you can create quick, confident estimates which maximize profitability.
After working out your pricing, it's time to create the perfect lawn care estimate with winning sales copy that's sure to increase conversions.
If you don't have Service Autopilot for estimate creation, here's how to use the free template we've given you:
After downloading the estimate template, input the relevant square footage for each service. However, if all of your services work off turf square footage, this number could be the same for all of them.
Keep in mind, there are tables on the second worksheet that compute your rate based on your Client Size table.
Next, all services rates are added together, and the total is the bolded number at the bottom of the column.
Within the Rate Matrix Information table, there are six simple tables. Each row within the table means from “0” to “1000” square feet the rate is “$30.”
You can edit this table to include all price breakdowns by square footage.
Although, make sure to increase the next row’s starting value by 1. Keep in mind, none of the cells in a table should have the same number, or it’ll break the formula.
Also, don't forget to upload your contact information, company logo, and service names/descriptions into the sheet. In most cases, this is as easy as clicking on the relevant field and editing the text.
By the way, here's how to insert your logo into cell A1 of the template:
Remember, you must first delete the placeholder logo in cell A1 before inserting your company logo.
Now, you’ve customized your estimate template and you're ready to prepare a quote for the client.
Start by creating a copy of your template. In your file explorer, right click on the template and click “Copy.” Then, in the same folder, you can right click again and click “Paste.”
Input the date, the client’s name and address, and the relevant square footage into the template. This will automatically compute the rates on the sheet.
If you're quoting fewer than six services and don’t need to use a line, simply delete the text from its text box and delete the formula in its rate cell.
You can choose to personalize the sales copy we provided or write your own.
Go to File > Print. Make sure it prints as a single page. You can select the PDF option here to save the quote as a PDF to email to the client or you can physically print and mail the quote to the potential client.
While the lawn care estimate we've given you is fantastic, it's still only second-best to an estimate created in Service Autopilot.
Imagine if you could create an even better estimate using the #1 lawn care software:
Your time is valuable, and you can't afford to make mistakes by forgetting estimates.
Service Autopilot saves countless hours of your time by automating the entire lawn care estimate creation and follow-up process.
Manage your clients and employees all in one system
Creating the perfect lawn care estimate and follow-up process is as simple as equipping yourself with the best lawn care software.
Using Service Autopilot, you'll have the power to:
Now, you know how Service Autopilot can help you quickly convert more clients by creating the perfect lawn care estimate with an automated follow-up process.
Originally published Feb 1, 2018 5:34 PM, updated July 13, 2022 8:15 AM
Tags: Business Operation