The quoting workflow.
Customer and site lookup
Open the quote builder, search the customer. Their full contact history, existing contracts, previous jobs and notes load instantly. No switching screens, no searching email chains.
Line items with historic pricing
Line items pull from your standard rate library. Jerrold cross-references the scope against your last six similar jobs and highlights any pricing variance.
Jerrold margin check
Before the quote is sent, Jerrold reviews the proposed pricing against your typical margin for this scope. If the margin is below your threshold, he flags it with a specific suggested adjustment.
One-click to job
Customer accepts. The quote converts to a job in one click. Customer details, site address, scope and pricing carry over automatically. Nothing re-entered.
The margin problems Jerrold prevents.
Scope underpricing
Quote built from memory rather than historic data. Jerrold cross-references every line item against your actual job delivery costs for that scope.
Travel cost gaps
Quotes that exclude realistic travel time for distant sites. Jerrold flags when a site is materially further than your typical cluster for that contract.
Rate drift
Rates that have not kept pace with cost increases. Jerrold identifies clients where the effective margin has declined over 12 months and flags renewal timing.