Repairs and specialist services: Quotation software for roller shutter service companies
Quotation software for roller shutter service companies that puts motor choice, access to the box and any access platform into one repair proposal, with the assumptions behind the price spelled out.
Where quotes for roller shutter service companies get stuck.
For roller shutter service companies, a quote for motor replacement depends on more than the motor type. The torque has to match the weight of the curtain, the motor has to fit the axle and the box has to be reachable. A built-in box behind a sealed ceiling panel takes far longer than a surface-mounted box with a removable cover. Often the engineer jots an estimate on paper on site, after which the office writes a quote without knowing whether an access platform is needed or the bottom rail also has to go. The proposal then gets revised afterwards, or the customer receives a bill higher than the figure they agreed to.
Quotation software for roller shutter service companies
Example- 1
Start from the findings
DoneThe quote begins with what the engineer established: shutter size, box type, condition of axle and slats, operation and the photos from the visit.
- 2
Calculate motor and access time
In progressBased on width, height and slat type, the software suggests a suitable motor class from the types you stock.
- 3
Record the proposal and approval
NextThe repair proposal shows the replacement, the additional parts and the assumptions, such as the axle being reusable.
From enquiry to signed quote.
Start from the findings
The quote begins with what the engineer established: shutter size, box type, condition of axle and slats, operation and the photos from the visit. Those details already sit in the report or fault ticket, so the office copies nothing. Anything the engineer could not see is named as an assumption in the proposal.
Calculate motor and access time
Based on width, height and slat type, the software suggests a suitable motor class from the types you stock. Access time follows from box type and floor, with an access platform as a separate line whenever the shutter cannot be reached from a ladder. The person preparing it sees which parts are extra and can switch them on or off.
Record the proposal and approval
The repair proposal shows the replacement, the additional parts and the assumptions, such as the axle being reusable. The customer approves that proposal itself, so it is clear later what was signed for. If an assumption proves wrong during the work, it becomes an addition to the proposal rather than a surprise on the invoice.
Alongside your calculations and price lists.
Many roller shutter service companies write quotes in a word processor or the quotation module of their accounting package, using prices from a supplier list. The software connects to that price list or product file, so motors and parts keep their current purchase price. The supplier keeps ownership of product data; you set margins, hourly rates and surcharges for lifting equipment or awkward boxes. An accepted proposal carries through to scheduling and later to the invoice.
Fixed price per motor swap or time and materials
A fixed price is clear for the resident but costly for you when the box turns out hard to reach or the axle needs replacing. Charging time and materials covers those risks but makes the approval vague. A fixed price with named exceptions, such as a ceiling that has to be opened, gives the customer certainty and leaves you room for what could not be seen.
Quote on site or from the office
An engineer who builds a proposal on site can get approval immediately and order the motor. That needs a simple screen with fixed options, so engineers do not each use their own prices. For bigger jobs, such as a facade full of shutters, a proposal prepared in the office with more time for the calculation is usually wiser.
Offer repair alongside replacement
A motor that only needs readjusting is cheaper than a new one, but on an old motor the same fault can soon return. Two options side by side let the customer choose with the trade-off explained. That avoids arguments if a repair later leads to replacement anyway, because the possibility was named up front.
Clients in other industries.
No customer story from this industry yet. This is how the software works for businesses elsewhere.
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Read the storyWhat we prepare in the quotes.
Repair proposals for motor replacement and slat repair are ready, with motor selection by size, access time per box type and a line for the access platform. Your motors, margins and surcharges go in at the start. Together we check an ordinary surface-mounted shutter on the ground floor, and a built-in shutter whose box can only be opened through the ceiling. Quotes covering several shutters per address and passing accepted proposals into supplier orders go on whenever you want them.
View pricingSupport and updatesGood to know.
Explore pricing and optionsCan the software decide on its own which motor is needed?
It suggests a motor class based on size and slat type, from the motors you stock. The engineer or office confirms the choice, because things like a heavy bottom rail or a stiff guide can change the calculation. The final choice and the reason for it are stored with the proposal.
How do we include hiring an access platform?
As a separate line that appears when the floor or the access calls for it. You record when a platform is needed and what it costs, whether owned or hired. The customer sees the line with an explanation, so it is clear why it appears on one quote and not on another.
What if the customer only approves weeks later?
The proposal has a validity period you set yourselves. After that period the software checks whether motor and part prices still hold before the approval is processed. That stops an outdated purchase price slipping into a job unnoticed and eating the margin.
Can we quote an owners' association with many shutters?
Yes, with a line per shutter or per group of identical shutters, including their location in the building. Differences in size or operation stay visible, and the board can see which part of the proposal belongs to which flat. That helps when dividing the costs among the owners.
What often connects to this.
- Enquiry form for roller shutter service companiesAn enquiry form for roller shutter service companies that asks for size, operation and fault symptom, so the planner knows which engineer, which parts and which equipment are needed.
- Digital job cards for roller shutter service companiesDigital job cards for roller shutter service companies on which the engineer records, per shutter, what he found, which parts he used and what is still outstanding.
- Invoicing software for roller shutter service companiesInvoicing software for roller shutter service companies that combines signed-off fault tickets, parts used and the accepted proposal into an invoice the office only has to check and send.
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.
WhatsAppinfo@vorlyo.com Quotation software for roller shutter service companies: repair proposals with motor choice, access time and lifting gear, based on what the engineer saw.
- Start from the findings
- Calculate motor and access time
- Record the proposal and approval