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Construction and installation: Quotation software for stair renovation contractors

Quotation software for stair renovation contractors that counts steps, winders and preparation work for each staircase, so every quote starts from the stairs as they actually are.

Quotation software for stair renovation contractors. A quotation that brings assumptions, calculation and approval together. Example with demonstration data.

Where quotes for stair renovation contractors get stuck.

The price of a stair renovation depends on more than the number of steps. A winder needs a different cap tread and more cutting than a straight step, carpet with glue residue has to come off first and an old laminate layer can sometimes stay and sometimes cannot. At many stair renovation contractors the surveyor works this out in a spreadsheet or on paper, carrying his own assumptions without writing them down. The customer sees a total, later asks why the neighbours paid less, and the workshop only discovers while cutting that the top step has an odd depth. A dispute over extra work at handover then becomes almost inevitable.

Quotation software for stair renovation contractors

Example
  1. 1

    Build the staircase from steps

    Done

    The surveyor records the staircase as a run of steps: straight steps, winders, the top junction with the landing and any landing step.

  2. 2

    Name preparation separately

    In progress

    Removing carpet and glue, fixing creaking treads, taking out the old handrail: each preparation item gets its own line with the assumption behind it.

  3. 3

    Record the proposal and choices

    Next

    The customer receives a proposal with the chosen finish and possibly an alternative, such as another tread finish or with and without a new handrail.

From enquiry to signed quote.

Build the staircase from steps

The surveyor records the staircase as a run of steps: straight steps, winders, the top junction with the landing and any landing step. For each part he chooses the finish, the nosing profile and whether a riser is included. The quote rests on a description of the actual staircase, not an average.

Name preparation separately

Removing carpet and glue, fixing creaking treads, taking out the old handrail: each preparation item gets its own line with the assumption behind it. If the surveyor is unsure whether an old layer can stay, he records it as a condition in the quote, along with what it means if things turn out differently.

Record the proposal and choices

The customer receives a proposal with the chosen finish and possibly an alternative, such as another tread finish or with and without a new handrail. On acceptance it is fixed which option was chosen, which conditions apply and which samples were shown. Those agreements go straight to the measurement sheet and the workshop.

Alongside your calculations and price lists.

There is often a price list per tread finish, a spreadsheet with surcharges for winders and an accounting package for the books. The prices and surcharges stay yours; we put them in the quote module so the surveyor no longer adds them up by hand. Purchase prices from the cap tread supplier come from your own lists. Accepted quotes move on to scheduling and later to invoicing, so amounts are never retyped.

Price per step or per staircase

A fixed price per staircase is easy to explain but chafes on stairs with many winders or a long landing step. Pricing per step, with a surcharge for winders and junctions, is fairer and easier to defend. For the customer we can still show a single total, with the breakdown available in the background.

Add a condition or price generously

When you are unsure what lies under the carpet, you can price high or add a condition. Pricing high loses jobs; a condition loses trust if it is poorly explained. A condition with a set extra charge in case it applies, clearly worded in the quote, gives the customer certainty and avoids arguments on renovation day.

Quote on the spot or back at the office

A quote during the survey visit raises the chance of a quick yes. But a surveyor calculating under time pressure is more likely to forget a junction or a preparation step. The software supports both: a quick indication at the customer's home and a final proposal after a second person has checked it.

What we prepare in the quotes.

From the start the quote builds a staircase from individual steps, with your rules for preparation work, options for the customer and online acceptance. We go through a standard closed carpeted staircase with you, and an open staircase with two winders where an unexpected layer of paint turns up under the carpet. Having an accepted quote fill the measurement sheet, and seeing which quotes still need a follow up, is arranged once the surveyors are ready for it.

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Can we keep using our own prices and surcharges?

Yes. The quote module calculates with your own prices per finish and your surcharges for winders, nosing profiles and preparation. When a supplier changes prices, someone on your side updates the list and the new figures apply to new quotes. Existing quotes keep the price they were drafted with.

How do we explain why winders cost more?

By naming them separately in the quote, with a short note that each winder is measured individually and cut from a larger section of board. Customers accept a difference more easily when they can see where it comes from than when it is hidden inside a total.

Can a customer compare two finishes side by side?

Yes, a proposal can hold options, for example a laminate cap tread against solid oak, or with and without a new handrail. The customer picks one on acceptance, and that choice is recorded so the workshop knows exactly what to order and cut.

What if more work turns up on renovation day?

Then the surveyor falls back on the condition in the quote. If it listed a set charge for, say, removing an extra layer of paint, it can be settled without argument. If something comes to light that was never mentioned, it is agreed with the customer before the work continues.

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 stair renovation contractors Being filled in Ready for the call
What you want

Quotation software for stair renovation contractors: steps, winders, preparation and handrail in one calculation, with assumptions the customer can read.

Parts
  • Build the staircase from steps
  • Name preparation separately
  • Record the proposal and choices
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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