Services
Quote
Price it, and send something that wins the job
- Bid comparisonWhich bid is actually cheapest once the scopes match.
- Snow removal contractA balanced snow contract — trigger depth, response window, who carries what.
- Landscaping contractA balanced grounds contract — scope, season, and what needs approval first.
- Price bookYour own tasks, times, costs and prices, in one list you keep.
- Service plan renewalsWhich plans you sold, and which one is about to run out.
What quote covers in Services
Price it, and send something that wins the job. That is the job Quote does inside CompliMaint Services, and it holds 5 tools for it — documents to produce, registers to keep and programs to plan. Each opens at its own address, free, with no account and nothing to install. The app around them is for customers, the diary, estimates and invoices — the whole of a service business.
The questions this section answers
- Pick a contractor — Contractor Bid Comparison Sheet
- Lock in a snow season — Commercial Snow Removal Contract Generator
- Lock in a season of grounds work — Commercial Landscaping & Grounds Maintenance Contract
- Price work the same way twice — Price Book Worksheet
- Stop plans lapsing quietly — Service Plan Renewal Register
2 documents to produce: something to send, sign or file. 2 registers to keep: held now so the question can be answered later. 1 program to plan: decided ahead of what will be done, and when.
Connected CompliMaint apps
- CompliMaint Finance — Estimates, invoices, recurring billing and real books underneath. 2 tools in quote are work Finance does too, at the same address.
- CompliMaint Legal — The legal-administrative paperwork an operating business produces. 2 tools in quote are work Legal does too, at the same address.
- CompliMaint Construction — Field reporting, RFIs, submittals, materials and the money that moves with them. 1 tool in quote is work Construction does too, at the same address.
- CompliMaint Facilities — Know what is required, do it on the day, keep the record that proves it. 1 tool in quote is work Facilities does too, at the same address.
Where to go next
- Dispatch — Raise the ticket, and the job exists — 4 tools
- On the job — What was done, with photos, written down while it is fresh — 9 tools
- Get paid — Chase it, and see what the job made — 1 tool
- The van and the fleet — What the vehicle needs, and what is on board — 5 tools
- Servicing & testing — What was tested, started up, sampled or repaired — 10 tools
- After the visit — Accepted, warrantied, answered on time — and whose equipment it was — 4 tools
- Money and follow-ups — What you are owed, what nobody has answered, and which jobs are still running
- Customers — Everyone you invoice, quote and visit — filled in once, reused everywhere
- What you sell — Your services and prices, set once and filled in on every estimate, invoice and booking
- Get paid — Estimates out, invoices sent, payments in, and who still owes you
- Recurring billing — Bill a monthly or weekly agreement on a schedule you set once
- Documents — Every estimate, invoice and report this device has made