Some examples of situations where you could use technology to bid
For the majority of types of renovation work, it is possible to find solutions for submitting a tender remotely. If that helps, you can think of it as a quote that you would make from a plan, for new construction.
Example 1: You are a residential painter and your potential client wishes to repaint their living room. You receive the description of the project, you contact it by email and you agree to a telephone video meeting. During the call, the customer can show you the room in all these corners, tell you about their budget, the desired colors and they can even take the measurements in front of you.
Example 2: Are you an excavation expert? If a client contacts you for a French drain project, ask for as many details and items as possible that could help you establish a base price. One thinks in particular of a house plan, measurements, information on the type of soil and so on.
Example 3: Are you a roofing expert? Some roofing specialists are already used to making quotes by phone, especially when it comes to a complete refurbishment and not a repair that requires an assessment of the situation to establish a diagnosis. Ask for photos and as much information as possible about the measures, materials and shape of the house.
Person speaking by Skype or Messenger
2) Request plans, photos and drawings
In this type of situation, the customer will have to put his hand in the dough a little more than usual. You may need to ask him to measure things, take pictures, provide you with material information, and create plans if possible.
Do not hesitate to let him know what you will need to evaluate the project. This will let the customer know that you are trustworthy and that you will be able to start work without delay once it is possible.
3) Communicate the price and details of the work with the client
Several entrepreneurs ask us how to present a price to customers when they have not been there. We absolutely agree that it is difficult to establish a precise amount while not having assessed the work in person.
The solution in this case is to give a base price to the potential customer, while reminding them that this price could be subject to unforeseen events.
If you are making an agreement for a global price that could be changed, make sure it is written somewhere, in a contract you send by mail or in an email that you are going to save. You should also write down all the details you mentioned (materials, duration of work, potential date and all that apply).
To make sure you don’t forget anything, you can consult our article How to calculate and submit a quote (note that this article was written before the pandemic