Download Systems Manual

1.13.4 Creating A Pricing System
There are a few key elements to a pricing or estimating system for water losses:
1. A proper scope that follows a consistent system
2. Line item pricing
3. A system for combining the scope of work with the appropriate prices.
We have discussed in some detail the way to develop a scoping system including a scope sheet to bring
consistency to your water losses.
Pricing should be created so that it reflects market conditions and your desired profit margins. There are some
resources that report pricing data for your area and these can assist you in setting prices.
Pricing Systems
There are several systems for pricing a water loss such as Xactimate and BlueBook. If you are not ready to
invest in such systems you need a quick easy way to create a bill. Depending on where you live you may
experience flooding that is not covered by insurance. In this case the customer needs a price before you start.
This means that you need a fast, easy, accurate way to create a total price. You need a pricing system.
If technicians are going to create the bill it is best to use the same system that they use for scoping. The
system that we are providing gives techs the ability to create a scope and gives the business owner the ability
to insert prices. In this way a bill can be created onsite in a no more time than a standard scope. Our system
is built on the same scope sheet that we use on other scopes.
Setup Up Of Pricing System
The first thing that you must do with our sheet is insert pricing on the pricing tab of the spreadsheet. This
pricing should reflect market conditions and your desired profitability. Once the pricing is set, resave the sheet
as your master pricing sheet. Each time you want to use this sheet you must create a new file or do a 'save as'
so that you do not change your master sheet. Pricing should be reevaluated periodically.
Use In The Field
In order to use this system the person in the field needs a computer, tablet or smart phone. For the iPhone,
iPad, iPod Touch you need the Numbers App from the Apple Store. Then use the Numbers version of the
scoping file. You may also download an Excel compatible App and use the Excel version of the file. For PC,
Android and Windows mobile devices use the Excel version of the file and open the file with Excel or an Excel
compatible program.
It is best to break down the estimate by area and then list the services, demo and equipment used in each
area. This makes it very simple for the customer to see how the bill was created and what services were
provided.