Core requirements
Pricebook governance
Check who can change equipment, labor, materials and discounts. Ask how updates are reviewed, synchronized to mobile devices and audited.
Proposal options
Build repair, mid-range and replacement choices with photos, warranties, rebates and financing. Verify how customers approve and what the office receives.
Estimate-to-job handoff
Turn an approved proposal into scheduled work without re-entering scope, equipment or price. Inspect deposits, change orders and required parts.
Profitability
Compare estimated and actual labor, materials, discounts and commissions. Confirm whether profitability is available by job, technician, category and branch.
Demo checklist
- Central pricebook with permissions
- Good-better-best options
- Electronic approval and deposit
- Financing and rebate presentation
- Change orders
- Estimate-to-invoice continuity
- Gross-margin reporting
Make the demo measurable. Give every vendor the same sample customer, schedule and job. Record steps, missing data, required add-ons and whether the workflow works on the mobile app.
