Clean It Up

UK Floor Cleaning Forum => Carpet Cleaning Forum => Topic started by: david_green on February 09, 2005, 04:18:35 pm

Title: Survey forms
Post by: david_green on February 09, 2005, 04:18:35 pm
I have to quote for a large commercial job and I want to give the best possible presentation. 

I usually use the NCCA survey forms, but my handwriting leaves a little to be desired  ::).  Also, I don't think that a handwritten quote is the best.

I have been in touch with the NCCA and the only option they can offer is their survey forms with a typewriter (perish the thought! :o).

Has anyone got a survey form that they use, that they wouldn't mind emailing to me.

Thanks
Title: Re: Survey forms
Post by: Gavin Reardon on February 10, 2005, 08:56:13 am
Hi David

What I do on some Commerial quotes is  go they take a look at the job carry out tests etc.

I then ask for a comp slip so that you have all the address with the correct spelling, name of company etc.

I then tell them that I will put a qoute in the post ( ON YOUR LETTER HEAD )tomorrow with all the safty data sheets.

This means you can go away and sit down think about the job with out someone looking over your shoulder.

You get to put your quote on the computer for your record. You can use spell check and print the quote so you dont have to write it!

Looks and works a treat for me!!

Hope this helps   ;)


Regards


Gavin
Title: Re: Survey forms
Post by: Mike Halliday on February 10, 2005, 12:17:05 pm
If you are stood in front of the boss you should try and close the deal there & then to put a quote in the post is not a good Idea.

when you are doing a quote you are a salesmen not a carpet cleaner, Get an agreement on the price and an appiontment in your diary  then tell them you put everything in writing inc' any data sheets.

Mike
Title: Re: Survey forms
Post by: Chris Bailey on February 10, 2005, 12:51:53 pm
David, check your email
Title: Re: Survey forms
Post by: Gavin Reardon on February 10, 2005, 01:39:08 pm

HI Mike

It is not always easy as that.  More offten than not they are having three quotes as this is the norm with company policys and these quotes have to be sent to  there headoffice.

They then sit down with the quote's and make an informed decision.

Of course if it was a pub, office, shop etc and the boss was there  I would try and close the deal there and then.

But what do you call large?  ???

But as David asked about if it was a "large commerial quote the chance of the boss showning you the carpet are very small, and the person showing you the carpet will not be in a position to say yes or no to your quote.

Also if you have writing problems, as David has, (most of us in this job have) then for him to send a quote the next day is in my opinion is by far the best option  for him. Rather than him presenting and scruffy quote etc plus you can put the price you really want for the job with out feeling pressured  ;D  ;D  ;D

Regards

Gavin



Title: Re: Survey forms
Post by: Ken Wainwright on February 10, 2005, 02:54:43 pm
I take the Gavin route. I quote for the initial restorative clean and also for an ongoing maintenance plan.  For the smaller quotes, if felt appropriate, I will supply a hand written version there and then, followed up by confirmation by first class post on quality paper.

Safe and happy cleaning :)
Ken
Title: Re: Survey forms
Post by: david_green on February 10, 2005, 09:20:52 pm
Thanks everyone for your responses and Emails.

I had no chance of closing the deal at the time. This job is larger than anything I have tackled before. I was speaking to junior management not the final decision maker and she was in the process of collecting quotations. I also needed time to think about logistics and other issues.

Having said that I can appreciate the general principle of trying to close the deal while the lead is hot.

I have submitted quotation today and am happy that I've given myself the best possible chance thanks to suggestions gleaned from this forum. 

Thanks again.

David
Title: Re: Survey forms
Post by: Gavin Reardon on February 10, 2005, 11:41:58 pm
Hi David

Good luck with the quote  ;)

Even if you don't get the job it will be good experience for you mate

Regards

Gavin
Title: Re: Survey forms
Post by: Ian Rochester on February 11, 2005, 06:24:05 am
David,

Give them time to receive and read your quote, then follow it up with a courtesy call, check they have it and ask if everything is clear, ask when they expect a decision to be made.

It shows them that you are interested in them and puts you back at the front of their mind over the others