Estimating
Features
The
Estimating
Module consists of a mechanical systems identification guide
to assist sales personnel in identifying equipment types during a survey.
It is designed with a database utility, Service Estimator
Pro™ that calculates cost, selling price and gross margins; generates
reports as well as proposal preparation. It also includes a
section on “Performing Proper Surveys” to assure you properly
evaluate things like high voltage, heights, confined
areas and other particular safety measures that need consideration during
a survey. The estimating training
course can be taken online or in a classroom
environment.
The estimating module focuses on specific areas such
as:
|
Survey
Authorization
|
Conducting
Proper Surveys
|
Survey
Safety
|
|
Required
Assistance
|
Suggested
Survey Tools
|
Proper
Documentation
|
|
Equipment
Identification
|
Gathering Financial Data
|
Understanding
Warranties
|
|
Accessibility
to Equipment
|
Special
Tool Consideration
|
Facility
Access Restrictions
|
|
Vendor
Assistance
|
Operations
Support
|
Spend
Plan
|
|
Setting
Pricing Standards
|
Proposal
Approval
|
Proposal
Preparation
|
|
