CladBase
The fast and affordable enquiry to invoicing tool for bespoke cladding manufacturers and building envelope installation specialists
CladBase has been designed by cladders from the ground up, and consists of three core modules:
- Sales & marketing: helps you find and win more projects
- Quotations: dramatically speeds up the production and accuracy of quotations
- Financials: simplifies and streamlines the processing of customer orders
Sales & Marketing
This module is suited to both bespoke manufacturers and those contractors who use labour teams. Its single purpose is to generate sales leads and boost orders.
- The database stores contact details and profiles for prospects, projects, contractors, architects, QS, consultants, competitors, and quote totals by material or product category.
- Data can be viewed by contact or by project.
- Decide who you want to target with user-definable bulk emailing, allowing custom messages and attachments. One click and you’re prospecting.
- Enquiry/Project grading lets you spend your time on leads you are likely to win.
- Literature Bank stores all your product specification sheets for easy emailing.
- Contact log keeps details of what needs to done, when and by who.
- Daily Task Reminders ensure no opportunities are missed.
- Gain instant insights, improving everyone’s decision making and productivity. Analyse projects by type, value, salesperson, customer, contractor, architect, or estimator.
- Seamless integration with Outlook and MS Word means little or no learning curve.
- Analyse your sales and marketing efforts with built-in reports, including lead source, enquiry grading, expected project start dates and a lot more.
Quotations
Estimating is the boiler room of your cladding operation, and every feature of CladBase has been designed to increase your estimator’s productivity and success.
Functionality differs between manufacturers and contractors.
In bespoke manufacturing the system speeds up and simplifies quoting for products such as:
- Flashings
- Corners
- Trim line gutter
- Insulated aluminum gutter
- Waterproofed galvanised gutter
- Butt straps
- Trim line rainwater pipe
- Single skin aluminum gutter
- Insulated galvanised gutter
- Straight bull nose
- Membrane gutter
- Single skin galvanised gutter
- Aluminium rainwater pipe
- Rainwater piping joints
With contractors, quoting is across a number of main categories, allowing simple price lookup files which store unit and associated labour costs for Roofing, Rainwater, Cladding and Plant.
Save precious estimating time and slash paperwork
- Use existing estimates as templates
- Generate and store multiple estimate versions when client requirements change
- Pro-rata line recalculation to handle fixed price requests or discounts
- Handle single projects with multiple buildings on the same estimate
- Automatically convert estimates to orders
- Letter library allows you to store commonly needed standard paragraphs saving you time and reducing the need for typing skills
- Integration with Microsoft Word simplifies document generation, as you can use your existing templates
- Scan’n'Save ensures any physical paperwork, or any associated computer files (for example customer AutoCAD drawings) are instantly available
Financials
Having seamless integration pays big efficiency dividends when the quote becomes an order:
- One click turns a quote into an order, reducing duplications, avoiding errors and omissions, and guaranteeing consistency
- Ability to add/delete items where customer order does not match quotation
- Automatic order acknowledgement, delivery note and invoice production
- Facilities for multiple drop delivery notes
- Powerful credit control facilities limit your exposure to risk
- Comes complete with purchase ordering and stock control, meaning everything is traceable back to the original quotation and customer order
- Works Instructions can have attached documents (e.g. drawings), keeping everyone in the picture
- Automatic sales and purchase ledger updates for Datafile, QuickBooks, Pegasus Opera, Sage Line 50, or any other accounting package which allows importing of text or CSV files
CladBase lightens the admin load for cladding contractors by simplifying stage payment, the control of retentions, and management of payments to labour teams.
CladBase also allows you to gain valuable insight into your cladding operation. Imagine hitting one key, and seeing conversion ratios between enquiries to estimates… estimates to orders… average estimate value… average order value. CladBase gives you an instant and in-depth insight into every aspect of your cladding operation, with reporting at each stage of the process.
Contact us today for a free onsite demonstration.
Free demonstration
Contact us for a free on site demonstration of how CladBase can boost your sales and margin and help you reclaim lost time.