Bid Management with Sumo Quote

Starting a Bid with Sumo Quote

• Customers' information must be entered into Job Nimbus CRM before starting a bid; if not present, create a new contact.
• Essential details include customer type (individual), first and last name, phone number, email, and payment responsibility.
• Include job address; if it's the same as the contact address, select "yes."
• Select the type of job (e.g., retail or insurance) and designate the sales representative and source of the lead for tracking purposes.
• Fill out additional fields when possible, such as total squares and roof type (e.g., tile roof).

Creating the Project in Sumo Quote

• After saving the job in Job Nimbus, transition to Sumo Quote to create a new project.
• Link the project to Job Nimbus and Company Cam using the customer's details.
• Choose the appropriate layout for the bid; for tile work, select "tile detach and reset" rather than a new construction layout.
• Utilize existing templates in a structured order for different roof types, allowing for customization, such as adding or removing pages.

Image and Proposal Content

• Add an image of the property from Company Cam to the proposal.
• The introduction page contains pre-written content that auto-populates customer information.
• Use inspection photos from Company Cam to illustrate findings clearly to clients, accompanied by descriptions of issues or recommendations.

Quote Details and Pricing

• Quotes follow a good-better-best format with detailed descriptions of each, including necessary materials for the project.
• Input quantities based on the project needs; replace unused items by deleting them from the template.
• Pricing calculations are automated; a minimum acceptable bid margin of 35% is set to ensure profitability.

Review Process and Sending the Bid

• Review the proposal for accuracy before sending; check for errors in spelling, pricing, or auto-populated data.
• If everything is correct, send the bid for signing. It will generate a notification indicating when the customer opens or signs it.
• Signed bids are stored in the documents tab in the respective customer's CRM profile for easy access and reference.

Follow-Up After Sending

• After sending, the signed copy of the quote will automatically upload to the customer's file in Job Nimbus.
• The completed contract provides transparency for all team members regarding job agreements, upgrades, and signature confirmations.
• Updates on the signed contract and receipt are generated for both the client and the company records for seamless project progression to the production team.

Starting a Bid with Sumo Quote

• Input customer information into Job Nimbus CRM prior to initiating a bid; if the customer isn't present, create a new contact.
• Essential details required: customer type (individual), first and last name, phone number, email, and payment responsibility.
• Include the job address; indicate if it mirrors the contact address by selecting "yes."
• Specify the type of job (e.g., retail, insurance) and identify the sales representative and lead source for tracking.
• Additional fields like total squares and roof type (e.g., tile roof) should be completed when possible.

Creating the Project in Sumo Quote

• After saving the job, shift to Sumo Quote to establish a new project linked to Job Nimbus and Company Cam.
• Select an appropriate layout for the bid; for tile work, opt for "tile detach and reset" layout instead of new construction.
• Utilize structured existing templates tailored to different roof types, allowing for customization such as adding or removing pages.

Image and Proposal Content

• Incorporate an image of the property sourced from Company Cam into the proposal.
• The introduction page auto-populates customer information with pre-written content.
• Use inspection photos from Company Cam to effectively present findings to clients, complemented by descriptions of issues or recommendations.

Quote Details and Pricing

• Quotes are structured in a good-better-best format featuring detailed descriptions, including materials necessary for the project.
• Quantities must be entered based on project requirements; delete unused items from the template to maintain accuracy.
• Automated pricing calculations include a minimum acceptable bid margin of 35% to ensure project profitability.

Review Process and Sending the Bid

• Conduct a thorough review of the proposal for accuracy, checking for spelling errors, pricing discrepancies, or mistakes in auto-populated data.
• Once verified, send the bid for customer signing; notifications will alert when the customer opens or signs the document.
• Signed bids are archived in the customer's CRM profile under the documents tab for easy access and future reference.

Follow-Up After Sending

• Upon sending, the signed quote automatically uploads to the customer's Job Nimbus file.
• The completed contract enhances transparency for team members regarding job agreements, upgrades, and signature confirmations.
• Updates on the signed contract and receipt are generated for both client and company records, facilitating smooth project transitions to the production team.

This quiz covers the essential steps for starting a bid with Sumo Quote, including customer information entry in Job Nimbus CRM. It emphasizes the importance of linking projects and selecting the correct job type and layout. Test your knowledge on managing bids effectively with the right tools and processes.