Benefits

Before InstaBid

Training
If you desire competent representation of your company, keeping up with product training, product comparability, regional product availability, changing color availability can be a huge burden.

Order Materials
Compiling a materials list can take a while, especially with all the daily distractions. Not to mention the extra time wasted when materials are overlooked or shorted causing crews to wait around for someone to bring them something, or leave the job to go get what wasn’t originally provided.

Price Job/Bid
Unless you have enough confidence in your sales crew, most companies allocate pricing and bidding to the owner or manager. This causes a “bottleneck” that keeps the owner working long hours and homeowners waiting.

Sales Team
Many owners get countless calls from their sales team about product compatability, availability, cost, or the “The homeowner is ready to buy now, how long until you can price?” question.
All these calls can add up to a significant amount of time and distractions over a month.

Installers
Communicating job specifics to your installers takes time, and when you have several jobs going, or an install is a couple of weeks/months down the road, re-familiarizing yourself with the particulars can be time consuming and can cause pertinent job details to fall through the cracks.

Track Leads
In the course of running a busy company, it’s easy to lose track of customers, outstanding bids or contracts that need follow up, and sales performance. This can have a profoundly negative affect on your closing ratio and homeowner satisfaction.

After InstaBid

Training
Built in training relieves the burden of company owners continuously having to train sales people. InstaBid provides access to all pertinent information in one, easy to find place.

Order Materials
InstaBid’s algorithm determines, instantly, what materials are needed and how much, preventing mistakes or omissions that will cost you time, money, and trips to the job site.

Price Job/Bid
With instaBid’s error notification and accurate pricing engine, anyone can safely price a job regardless of sales level or product knowledge. Quicker turn times, with the ability to price “in-home” and “ask for the sale” can lead to a double digit increase in your closing ratio. InstaBid also gives you the ability to instantly provide a Good, Better, Best pricing option that can lead to up-selling, and higher margins.

Sales Team
Sales can now do it all on their own! InstaBid gives each sales person the proper error notifications to price a roof on the spot, “in-house” without causing the homeower to wait. InstaBid also provides product information that reduces the need to constantly contact someone (company owner/manager) for assistance or clarity.

Installers
With InstaBid’s automatically generated, job specific, installer notes:

  • Your installation crew knows exactly what goes where
  • Some helpful technical notes may accompany products
  • Notes can be sent in English or in Spanish
  • Everybody is on the same page
  • Improves job quality as nothing falls through the cracks

Track Leads
InstaBid’s deal progress tracking knows when any draft, bid, or contract has been issued, and by which sales person. InstaBid then displays a list of homeowner names, dates, and issuances/signed contracts for each sales person. This is an easy way for sales personnel to keep track of potential business and to make sure homeowners do not get forgotten, thus leading to loss opportunities.