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Transport and delivery: Quotation software for delivery and assembly operators

Quotation software for delivery and assembly operators that builds prices from assembly minutes per item, floor charges and surcharges, so retailers and consumers know what they are paying for.

Quotation software for delivery and assembly operators. A quotation that brings assumptions, calculation and approval together. Example with demonstration data.

Where quotes for delivery and assembly operators get stuck.

For a delivery and assembly operator, the price depends on what is assembled and where. A chest of drawers takes little time; a sliding-door wardrobe with built-in lighting takes half a day. Floor charges add up when there is no lift, and an item that has to be hoisted over a balcony is a story of its own. Many operators use a fixed price per item group that does not cover the real time. Others charge hours afterwards, which retailers find unpredictable. The planner preparing a quote estimates by feel, and two similar orders get different prices. Afterwards, the crew turns out to have been busy longer than was priced.

Quotation software for delivery and assembly operators

Example
  1. 1

    Set assembly time per item

    Done

    Each item or item group has a standard for assembly minutes, based on the fitters' experience.

  2. 2

    Add floors and surcharges

    In progress

    Based on the home situation, floor charges are added, per storey without a lift or for items over a certain weight.

  3. 3

    Confirm the proposal with assumptions

    Next

    The proposal states the price per item, the floor charges and surcharges, and the assumptions, such as a working lift or a concrete wall.

From enquiry to signed quote.

Set assembly time per item

Each item or item group has a standard for assembly minutes, based on the fitters' experience. A wardrobe with sliding doors has a different standard from an open bookcase. Items without a standard are flagged, so the planner makes an estimate that can be adjusted later.

Add floors and surcharges

Based on the home situation, floor charges are added, per storey without a lift or for items over a certain weight. Then come surcharges for wall fixing, removing old furniture or assembly outside standard hours. Each surcharge comes from one list, so every planner uses the same structure.

Confirm the proposal with assumptions

The proposal states the price per item, the floor charges and surcharges, and the assumptions, such as a working lift or a concrete wall. The retailer or consumer approves it. If the situation at the door turns out different, the assumptions show why the price changes.

Alongside your calculations and price lists.

Delivery and assembly operators usually have a price list per retailer in a spreadsheet or contract, sometimes with a fixed price per item group. The quotation software takes over those price lists and adds assembly standards per item and surcharges. Management owns standards and rates; deviating arrangements can be recorded per retailer. An accepted proposal travels on to planning and invoicing, so the crew knows how much time has been scheduled.

Fixed price per item or charge actual time

A fixed price per item is predictable for retailer and consumer, but does not always cover the real time. Charging the minutes actually worked is fairer, but makes the price uncertain. Many operators use a fixed price based on standards and only charge extra when the assumptions clearly did not hold.

Standards per item or per group

A standard per item code is accurate, but impossible to maintain across thousands of items. A standard per item group is workable, but misses outliers. A middle way is group standards with exceptions for items that often take longer or shorter, based on what the crews report back. The list then grows with practice.

Floor charges per storey or flat rate

Floor charges per storey without a lift reflect the real effort, but lead to debate about what counts as a storey in a split-level home or an attic. A flat surcharge for no lift is simpler, but too low for a fourth floor. Whichever you choose, the proposal must explain it clearly.

What we prepare in the quotes.

The quote prices each item with your assembly standards and takes floor charges and surcharges from one list; the client's approval is recorded together with the assumptions behind the price. We set up those standards and surcharges for you in advance. As a check, we work through two orders together: a bed with a bedside table on the ground floor, and a sliding-door wardrobe going to a third floor without a lift that has to be fixed to the wall. Price lists per retailer and adjusting standards to time worked come in once you have collected enough hours.

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How do we arrive at reliable assembly standards?

Start with experienced fitters' estimates per item group and adjust them using the times crews record on the assembly job card. Over time this produces a standard that matches practice, with exceptions for items that consistently differ.

What if the consumer wants more items assembled than ordered?

The crew notes it on the job card and the planner gets in touch about the price. Extra work that was not agreed is not charged automatically. That avoids arguments with the retailer about work the consumer asked for on the spot.

Can we use different prices per retailer?

Yes, each retailer can have its own price list or discount on surcharges. The quotation software applies it automatically once the order comes from that retailer. Assembly time standards stay the same, so planning does not vary per shop.

Does the consumer see a quote too?

Only if they order directly from you or ask for extra work. For orders through a shop, the price is usually agreed through the shop, and the consumer only sees what the shop sold them. What is visible is agreed per retailer.

Quotes that match the work.

Start with a short intake. Then we schedule a call to show the software with your services, team and way of working.

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Your intakeQuotation software for delivery and assembly operators Being filled in Ready for the call
What you want

Quotation software for delivery and assembly operators: calculate assembly minutes per item, floor charges and surcharges, with clear assumptions upfront.

Parts
  • Set assembly time per item
  • Add floors and surcharges
  • Confirm the proposal with assumptions
What happens next
Intakenow, a few minutes
Call and demoafter our reply
Setuptogether with you
Liveonce everything is ready
Price Investment and licenceA one-off investment in your software and a fixed monthly licence for hosting, updates and support. You hear the amounts in the call.

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