05 Nov WordPress Client Estimate

WordPress Client Estimate

The first step of getting any work project off the ground is consulting with the client. You need to be sure they understand the scope-of-work involved, and that they are clear on how much the project will cost. The last thing you want is for your client to be blindsided with an invoice they didn’t approve, after you have already put in the time and resources into completing the job. The easiest way to avoid this unpleasant scenario is by creating estimates for your clients. This allows you to speculate a rough amount of money and time it will take to complete a task. Completing and delivering estimates effectively can help improve your business reputation, leading to repeat business and more referrals. If you run your website on a WordPress installation, the obvious solution is a WordPress client estimate system.

Most WordPress client estimate systems have a few common features. Most systems allow you to choose how to distribute the estimate to your clients. The estimate can either be sent via email as a PDF, or your client can login to your WordPress site using their unique login and password, and view the PDF estimate directly on your site. Also, the ability for the clients to “approve” the estimate is common, and some WordPress client estimate systems can automatically convert “approved” estimates directly into invoices. Depending on your particular business setup, you may also want to take note of whether the WordPress client estimate system allows you to edit or “revise” the estimate once generated, or if a new estimate has to be created.

Having a reliable, secure WordPress client estimate system is a great way to develop a trusting relationship with your clients, ensuring that you gain a reputation as a business that delivers exactly what you promise. There are a lot of estimate systems out there, however, so be sure you are looking for key features that matter to you and your business.