Margins at a Glance
View the different costs and expected profit for each proposal, as you build it.
SALES BUDGETING SOFTWARE
Ensure Every Proposal is Priced for Profit
Juggling the cost of labor and parts, while factoring your markup, margins, and any discounts is difficult without the right system. Do it wrong and you can find yourself making little to no profit. Commusoft gives sales teams the tools to understand the true financial impact of each opportunity they are working on. Discover how clear pricing information takes the guesswork out of budgeting, so you can make the profit you want every time.
Budget Each Sale Your Way
Detailed Labor Rates
Set standard or custom labor rates that factor in variables such as day, time, and job type.
Include Exact Parts
Add your parts list with prices, photos, categories, and more, to easily pull the required parts into a proposal.
Manage All Vendors
Salespeople can log different suppliers, access their prices while building proposals, then select the cheapest option.
Offer Versatile Pricing
Customize margins, offer discounts, and control gross profit for each proposal, or specific opportunity.
Integrate Price Books
Sync your price books from Commusoft Jobs to easily customize pricing per customer.
Phil
Director
PCL Heating and Gas
The new Sales platform has been a game changer...being able to clearly see our profit margins for each job has made it a lot easier to price up quotes!”
Set Cost-Effective Profit Margins
Skip the Manual Number Crunching
CLEAR FINANCIAL BREAKDOWN
Putting the right pricing information in front of your salespeople not only guarantees profit, but can help your team maximize it. With Commusoft’s comprehensive budgeting tools, any cost you will incur for a job is detailed and logged against the proposal. Combined with your proposed prices, you’ll see expected profit and margins, making it easy to review and optimize on the fly without need for a calculator.
Never Undercharge for Labor Again
MANAGE LABOR RATES
Labor has a large impact on the final cost of a job and it’s often where trades businesses make their most money. Commusoft helps you set pre-configured labor costs to guarantee that salespeople are always charging the correct amount for labor. For more control, labor rates can be customized across the different proposals, options, add-ons, and parts you offer. Plus, you can vary labor rates by day and time, such as premiums for weekends, early mornings, or late evenings.
Start Maximizing Margins Today!
Optimize Pricing Markup and Discounts
Easily Track Every Part and Their Prices
HANDLE PARTS AND VENDORS
Commusoft empowers sales teams to pull in any required parts and their vendor pricing into proposals, with total control over markup, discounts, and profit. For standard installations and services, exact parts can be assigned in the template. Once the proposal is created, all your salespeople need to do is select which vendor to order from, ensuring they can quickly make the best financial decision without significant effort.
Know Whether or Not to Discount
OFFER DISCOUNTS
Price reductions, coupons, and freebies are an important part of a sales teams’ toolkit. However, poorly tracked or ad hoc discounts can hurt your bottom line. Armed with the current costs and expected profit, salespeople can effectively judge if a discount is suitable and how much. This flexibility enables sales teams to boost conversion rates, without sacrificing too much profit. In addition, Commusoft tracks any markdowns, so you will always know where your team provided a discount.
Sales Budget Software FAQs
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Sales budgeting software is a digital tool that helps sales teams understand the impact of labor rates, parts prices, discounts, and margins on company revenue.
With Commusoft Sales, salespeople can set standard pricing and profit margins, which means they can build proposals faster, and guarantee every job is profitable. Or, they have the freedom to customize pricing and offerings on specific opportunities. What’s more, they can examine and understand which jobs are most cost-effective, and adjust margins accordingly. After all, you’re in the business of making money!
Ready to take your sales financials to the next level? Schedule a call with our team today!
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Commusoft’s sales budgeting software pricing depends on how many licenses you need, and which of our powerful plans you choose!
Our platform and suite of tools support both small and large service businesses with a minimum of 4 contracted licenses per account. Please note, our product is not suitable for businesses with less than 4 members.
Learn more about each of our plans ➞
Related Commusoft Features
Explore additional ways Commusoft Sales enables sales teams to reinvent their selling strategies and offer next-level experiences to prospects.
Opportunity Management
Get a centralized overview of specific deals, empower salespeople with all the necessary context they need, and action tasks straightaway.
Proposal Management
Improve your job win rate by building professional proposals, tailor your offerings to suit each opportunity, and impress prospects with digital documents.
Customer Financing
Encourage more prospects to choose your team by offering unmatched financing options. This solution enables customers to select higher-quality services, without stress.
Proposal Acceptance Portal
Build a dynamic self-service proposal portal and empower customers to review and accept your offerings any time of day.
More Sales Content
How to Price Your Services and Run a Profitable Contracting Business
We discuss can't-miss tips for budgeting for each of your services, and how to price jobs with customers and business margins in mind.
How to Build Winning Sales Proposals
We cover the importance of setting competitive pricing structures, and how a selling various service offerings increases your booking rate.
Does Good, Better, Best Pricing Help You Sell More?
Learn about how good, better, and best pricing can help your trades business diversify your offerings, improve bookings, and increase revenue.
