This course is designed to be a brief overview of some of the sales and customer relations aspects of the installation. It will introduce you to the concept of upsales, how to quote, what to consider when quoting, and the concept of grid sheets. The topics covered in this course will directly help you in making money for your company, and in keeping customers happy and referring you to friends and family.
Below this, you will see a list of the modules included in this course. Click the first module to begin. Each module is one page, with a video and text portion. You must watch the entire video in order to complete the module.
Let’s get started!
Check here to find your Estimating Checklist !
We've also included here two sample Grid Sheets, to help you get started. The first Grid Sheet was created in the field on a home estimate. This is what is used to build your estimate in the field. The second link is a Grid Sheet which has been digitalized to be sent to the customer.
