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The Plumbers Pack Quoting and Sales Tracking module allows the sales rep to quickly prepare a quote. Plumbers Pack software provides flexibility to handle hand written quotes as well as Excel designed quotes and manually prepared quotes.
Initially the user works with Fireline Systems to import their primary manufacturers parts into Plumbers Pack. Inventory items that are being tracked are set up in the QuickBooks item lists. Pricing is updated in Plumbers Pack using manufacturer provided price updates or manually updated. Quoting templates along with options and option pick lists are easily put together in Plumbers Pack. Once these templates are assembled it is easy for the sales person is ready to create quick quotes. Templates can be modified at any time.
After the quote items have been selected you can add labor, misc items and any notes. Plumbers Pack provides a quote analysis section to determine your customer mark up and/ or gross margin. Plumbers Pack also provides flexibility to allow you to provide a lump sum discount or a percentage discount. Commission are calculated and the quote can be printed and/or emailed to the customer.
Plumbers Pack is a horizontal product. It offers functionality designed for usage across a wide variety of industries and business types.