Quoting Software for National Electrical Contractor
Custom quoting tool for an electrical contracting business with 12 estimators. We replaced their Word templates and pricing spreadsheets with a proper quoting system connected to their accounting software. Key results: 70% faster quote turnaround 35% improvement in quote-to-win ratio $215k additional revenue from faster quotes Zero pricing errors in first year
National Electrical Contractor
The Challenge
A national electrical contractor had 12 estimators quoting jobs across Australia. Each one used their own Word templates, kept pricing in personal spreadsheets, and calculated margins differently. Quotes took 2-3 days to produce, pricing wasn't consistent, and they were losing jobs to competitors who responded faster. When a quote was accepted, someone had to manually create an invoice in Xero — and half the time the numbers didn't match.
The Solution
We built a web-based quoting tool with a centralised product and pricing database. Estimators select items, the system applies current pricing and standard margins, and generates a professional PDF quote in minutes. Managers can review and approve before sending. When a client accepts, the quote converts to a Xero invoice with one click. Built-in analytics show which estimators win the most, which job types are most profitable, and where quotes are getting stuck.
Technologies Used
Our Approach
Quote Audit
2 weeksReviewed 200+ historical quotes to understand pricing patterns, common items, margin structures, and where errors typically crept in.
System Design
3 weeksDesigned the quoting workflow around how estimators actually work in the field — quick item selection, smart defaults, and mobile access for site visits.
Build & Integration
8 weeksBuilt the quoting engine with product catalogue, margin calculations, PDF generation, approval workflows, and Xero integration.
Data Migration & Training
3 weeksMigrated their product catalogue and pricing, trained all 12 estimators, and ran parallel quoting for two weeks to validate accuracy.
We went from taking three days to quote a job to doing it in hours. Our win rate jumped because we're now the first to respond. And the invoicing side is brilliant — quote gets accepted, click a button, Xero invoice done. No more mismatched numbers.
Results & Impact
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