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™ that calculates cost, selling price and gross margins; generates a
“Spend Plan” as well as proposal preparation. It also includes a
section on “Performing Safe Surveys” for the benefit of sales reps
unfamiliar with the risks associated with high voltage, heights, confined
areas and other particular safety measures that need consideration during
a survey. Estimating training is included as part of the “Sales Initial
Training” course. 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
|
|
