How to price and build quote for new work

Objective: This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for an  assistant in   Budd’s Plumbing to track down a key performance indicator that tracks our overall conversion of the marketing spend we are spending within Budd’s Plumbing .  

Listed below are instructions on how to price new plumbing work and build quotes. Follow the instructions below.

Pricing work 

     1.  Review plans and become familiar with this project before begging 

     2.  Open Google drive and found folder Estimates

     3.  Right click on “New Plumbing Temp Sheet”

     4.  Left Click “Make a copy” 

     5.  Right click on “ Copy of New Plumbing Temp Sheet”, left click on “Rename”

     6.  New to match quote # from Jobber

      7.   Click on new quote folder

       8.  Input Builder/Customer:

         9.  Input Date: date to match as in jobber

        10.  Input fixture / plumbing components in to Qty columns as per fixture type

          a.  If Item type is not listed some text

               i.  Input item type name in blink column

               ii.  Input material cost 

               iii.  Input Rough and Final labor hours 

11.  Input Water heater type and cost

a. Input Rec Line Qyt 

Note: This SOP can be customized based on the specific requirements and guidelines of Budd’s Plumbing. Regularly review and update the SOP to ensure it remains accurate and aligned with the company's evolving needs. Make notes below in Red that would make this SOP more efficient. Before changing the SOP above, Ben and Mike need to sign off on it.