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Site Surveys and Estimates getting out of control

Nuagedesigns

New Member
Is it just me or does it seam like in the past 12 months I have been doing more and more site surveys and estimates to the tune of the customers just wasting our time.

How does everyone handle site surveys? Is anyone charging to go out and measure potentially decent size projects? It takes a good amount of time to go out and survey the job let alone if I need to bring the bucket truck out. I have been using google maps and street view alot more with customers while I am on the phone I will bring up there location and get as much info as possibble without leaving the shop. We have been pretty good at capturing screen shots and scaling to relevant size for replacing existing backlit faces etc.

We dont like "ball parking" or "shooting from the hip" on prices so it does take a fair amount of time to create each estimate. We use Cyrious Software for all invoicing and estimating so our estimates are pretty detailed as far as materials used and all components itemized. We pride ouselves on being upfront with all costs and what materials we are using so if any questions arise everything is clearly stated in writing. Although you hate to turn away work or let the big one slip though your hand its getting out of control at all the requests for estimates and site surveys.

My wife who handles much of the etimating is just getting incredibly overloaded and frusterated at all the time that goes into these estimates for the customer to either drag their feet on something that was a rush to estimate. Or the simple fact the email us back that they have another company that will do the job for 40% less, but when they show us their estimate its a simple email or quickbooks estimate giving no details on materials used, cost for sign vs. labor estimate simply just says:
(SIGNS & Install $XX.XX)

All this is my rant of the day after yes a site survey today out in the cold this AM at a balmy 3*F. Customer had an unexpected water pipe burst at a medical officce during renovation and has to move to a new location over the weekend. Job would be for 6 seperate acrylic backlit faces and 4 dibond building signs. All to which they would like installed Monday if possibble and oh ya a banner installed on old location tommorrow stating that they have moved. Took pictures even did quick mockups which isnt common practice but was simple text and easy to do for visual purposes(25 mins) created an estimate and sent off. Followed with a phone call re-explained everything they loved everything I came up with. Then called back and wanted to remove 1 sign at a time and ask cost. My estimate was clearly itemized by each sign why cant people simply subtract anymore? I told them that I needed an answer and deposit by 3:30 so that I could order materials and specific translucent vinyl by 4:00 to insure a Monday install.

No call or email untill I get an email at 9pm asking for yet another price minus 1 banner?? Really?? And here is my cell phone maybe we can chat tommorrow. we are closed on Saturdays which I already told this customer.


:banghead::banghead::banghead::banghead::banghead::banghead:End Rant!
 

CanuckSigns

Active Member
I would stop putting so much detail into your quotes, honestly the only thing a client looks at is the number at the bottom. Most clients don't know or care enough about what the sign is made from to waste your time. Our standard quote will say something to the effect of

4'x6' translucent sign face
up to 3 colours of cut vinyl graphics applied
removal and disposal of existing face, installation of new in existing frame.
$xxx.xx

We have found that since our web presence has increased, so have the number of dead end quote requests, sometimes you can tell by the way the email is worded that they have sent it out to every sign shop they could find on google, these people only care about price.

have you considered giving a rough quote based on either Google earth or a photo with the caveat that once a proper survey is done, they quote may change, offer to do a proper survey for $xxx, which will be applied as a credit towards the job if they choose to move forward.
 

catldavis

New Member
Welcome to life after the great recession. After the past decade of such a horrible economy, people/businesses have been conditioned to try and save every penny possible.

More importantly - and damaging - I suspect there has been a paradigm shift in the fundamental thinking of the customer (especially the younger customers). What once was a service business where quality meant something and you were rewarded for taking the extra time and providing a personal touch (like detailed estimates and dropping everything to schlepp out in 3 degree weather), I'm afraid - at least as of today - those days are gone. It's now all "fast, free, forget 'em" attitude.

What will be interesting is to see if the fast, free, forget 'em attitude continues as the economy continues to improve. I can tell you, at least from my observations, a lot of companies are going to be required to 'mentally retool'. As stated above, this new generation no longer cares about relationships. Therefore, all of those companies who developed business by providing excellent service and detail to quality - and at the same time charged a fair price for their time and labor - will no longer survive. I like to call it the "cheap and from China" mentality. You either adapt or become extinct. This way of thinking isn't new - you can see it from generation to generation - but it certainly has accelerated with the introduction of the smart phone, social media and texting.
 

visual800

Active Member
I have always done free site surveys as no on else in our area did it. So do not "school me" on the "well you never know till you try" theory. Around here if a customer calls you to do estimate and you say it will be $35 that would be the end of the converstation. Ok moving on.

we go out take our own pics and measurements and present a scaled drawing of the sign on the premises. Usually a 3 tier price. Some you win, some you lose. I have learned over time to cut out certain custmers that call and that has really cut down on the BS calls. Call it racist, call it childish, I call it smart and my friends it works!

i love site surveys and doing art. That is how I sell my product ( well in most cases)
 

catldavis

New Member
I have always done free site surveys as no on else in our area did it. So do not "school me" on the "well you never know till you try" theory. Around here if a customer calls you to do estimate and you say it will be $35 that would be the end of the converstation. Ok moving on.

we go out take our own pics and measurements and present a scaled drawing of the sign on the premises. Usually a 3 tier price. Some you win, some you lose. I have learned over time to cut out certain customers that call and that has really cut down on the BS calls. Call it racist, call it childish, I call it smart and my friends it works!

i love site surveys and doing art. That is how I sell my product ( well in most cases)

Very interesting comments. I suspect some would say charging for estimates is also a way to cut out the less than committed customers. After all, if they haven't narrowed down their search prior to calling around, paying a number of companies for estimates will certainly help them do so rather quickly.

So there in lies the dilemma. If you are a new and/or small shop, how can you afford to take the time to go out and put in the level of effort you describe in your comments with out some financial return. Most just do not have the financial wherewithal to spend that amount of effort without quickly closing the doors. However, as you have rightfully pointed out, how can you sell your product without being in front of the customer? It is rare indeed for a customer to pay you to provide him/her with an opportunity to do business with you.

For me, I think one size does not fit all. I think each quote is unique. The key is to be in touch with your market and each customer so you know when to be rigid and when to be flexible.
 

visual800

Active Member
For me, I think one size does not fit all. I think each quote is unique. The key is to be in touch with your market and each customer so you know when to be rigid and when to be flexible.

you are correct! Over time it depends on what you learn. You learn about areas of town that you know will not pay for quality signs, or certain customers that are wasting your time. Win a few lose a few
 

fresh

New Member
We have people who ask me for quotes all the time, and don't ever wind up ordering anything, or going with someone else for whatever reason. If they call me back for something else, I usually just say they need to give me measurements, we are not going to do another free site visit. OR They can send me the other sign company's quote and I will see if we can beat it.

We don't have a bucket truck, so on jobs that require one for install, we estimate the size and write very clearly *final price is determined on actual measurement of face*. We also won't travel very far, there are at least 10 other sign companies withing a 15 mile radius of my shop (probably more than that!) So unless someone was referred to us, I'm driving 30 minutes to look at something that is being price-shopped.

One of my best friends is always asking me for quotes for a program she runs. Two months ago I sent her a quote with 7 different line items, and NONE of it has been ordered yet. Then last month, she asked me for a quote on shirts, hooded sweatshirts, polo shirts, and jackets. WTF. I didn't bother doing it because she was just estimating quantities, and you know that isn't how those quotes work. Of course last week she sends in her order, which was NOTHING like what she wanted quoted. I was so glad I didn't waste hours of my time getting something together that wasn't going to happen.

Anyway, I'm always super vague on my written quotes, particularly to new clients. I NEVER put actual dimensions unless they provide them to me. I'll be damned if someone takes all my hard work and brings it to someone else who can easily say "oh, I can beat that price by $50!" and not have to do any other work to get the job. My advice is to get as much info as possible from the client, don't bring the bucket truck on free site visits, and be as quick as possible on quotes. Don't over think it, you can even call it an ESTIMATE not a quote. :)
 

d fleming

New Member
General rule of thumb, if it costs me time and resources there is a charge. If the customer balks at that they're most likely not worth my time and time is my most precious commodity. Chances are at least two of the companies they use to price shop are going to do a survey and call me for a quote anyway. I'd rather be spending quality time with family then running heavy equipment on a what if. Pop always used to day he'd rather go broke fishing than working, lol.
 

Billct2

Active Member
This is where the "art" of the sign business comes in, and I don't mean design.
I have developed a sense for who is wasting my time. It's not infallible but it's helpful. I will shoot from the hip sometimes to just weed out the shoppers. You want a carved sign? Thats going to be about $3000k, if its a flat panel it'll be $1k.
If I'm slow I'll invest more time chasing a new job, especially if it has the potential to be a repeat customer. But even if you feel the need to do all the research to quote the job do not include it with the estimate. Like was said the customer only looks at the number anyhow. Most of my estimates are very general and include the line" material specs and sketch provided upon acceptance" you give them all the info and you just saved every other place the time to research it themselves
 

Christian @ 2CT Media

Active Member
We do ours for Free, but we schedule it on a day we are in the area.

The sentence I hate is, "can you separate everything in to individual quotes?"... This typically happens when we are quoting 20+ items! I typically say no unless its a high dollar job or one of our really good clients.
 

GaSouthpaw

Profane and profane accessories.
I'm fortunate enough not to have to deal with pricing, etc., anymore (I much prefer the production side of the business)- but count me as a fan of the "$xxx for a detailed estimate, which we will be happy to apply towards your purchase with us" method. As a number of others have said, it helps determine who is actually interested and who's just looking for the "cheapest price."
Of course, I suppose that would depend on how much you value your time (or whoever you have do the survey). Obviously you wouldn't use that sort of system for long-time or repeat customers, but perhaps for new ones it would be beneficial to you. Is it the better way? For me, yes. For you, maybe not.
 

Gene@mpls

New Member
This is where the "art" of the sign business comes in, and I don't mean design.
I have developed a sense for who is wasting my time. It's not infallible but it's helpful. I will shoot from the hip sometimes to just weed out the shoppers. You want a carved sign? Thats going to be about $3000k, if its a flat panel it'll be $1k.
If I'm slow I'll invest more time chasing a new job, especially if it has the potential to be a repeat customer. But even if you feel the need to do all the research to quote the job do not include it with the estimate. Like was said the customer only looks at the number anyhow. Most of my estimates are very general and include the line" material specs and sketch provided upon acceptance" you give them all the info and you just saved every other place the time to research it themselves

3 million seems high... I may need a second opinion.:thumb:
 

Billct2

Active Member
Like Si Allen has always recommended give them " highest price you can think of without laughing" :ROFLMAO: Only have to sell one at that price and I can retire.
 

rjssigns

Active Member
If I go on site its a charge that gets applied to the project if they order. I no longer deal with companies that don't have any "skin" in the game and are shopping everyone in town.

Wrong approach? Could be and I'll probably get lectured by someone here, but it cuts down on tire kickers.

We adopted the "rather go broke fishin' than workin'" strategy years ago. Got lectured on that too.(found it amusing and could care less)
 

Bretbyron

New Member
I've mocked stuff up from Google map pics a couple of times. We try to get some type of agreement before going beyond that.
 

Jillbeans

New Member
I do charge for a site survey.
I also charge for insurance estimates.
Absolutely NEVER do a mock up without a deposit. Ever.
I can tell from an email if it has been sent to every shop in three counties.
You can be as detailed as you want, but 99% of people only do look at the price.
Hence the utter sh!t you see polluting the world.
If they don't have a seizure when you ballpark a price, then you give them the details.
After you make enough signs, you know how much something should be priced.
I have also used Google to check out stuff before I quote, and I never do an instant quote.
I will email them back with a price. I don't even use the phone anymore.
Love....Jill
 
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