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Job costing · Quote follow-up · Dashboards
How Central Oregon Garage Door went from no job costing to daily job costsin 21 days
Central Oregon Garage Door had no job costing at all. In 21 days we built it inside Salesforce, where every install job's labor cost and bills now update each morning. We also rebuilt their quote follow-up so no quote goes without a reminder.
At a glance
- Industry
- Garage door sales, installation and service
- Location
- Bend, Oregon
- Built on
- Salesforce, Paychex, QuickBooks Online
- Time to live
- 21 days - 0 to automated job costing
~$340K/yrestimated ROI
21 daysfrom decision to every install job costed
2,000+jobs costed back to January 1
1 in 3quotes had never entered follow-up before
Estimated from a small margin gain on every install job plus some once-unfollowed quotes now closing. Results depend on your business.
“Seeing a live job's remaining bid hours in Salesforce for the first time, mid-job instead of after invoicing: that right there is so valuable.”
Kim Merryman, VP, Central Oregon Garage Door
The problem
Job costing
There was no job costing program, no report and no process, and the numbers lived in three separate systems.
Quote follow-up
About 1 in 3 quotes never entered follow-up at all.
What we built
Job costing
- A job cost record for every install job, right inside Salesforce, updated every morning.
- Each job carries its true labor cost, overtime and burden included.
- A daily email that flags clock problems the next morning.
- A Salesforce dashboard that helps the team bid future jobs more accurately.
Quote follow-up
- Every open quote gets scheduled follow-up reminders to its salesperson.
- The owners see who followed up every Monday.
Results
Job costing
- Every install job worked since January 1 is costed: more than 2,000 jobs.
- Job costing went live 14 days after the decision.
Quote follow-up
- Every open quote now gets a follow-up reminder, not just the ones someone remembered to mark as sent.
- The owners see each salesperson's follow-up every Monday without asking for a report.
Common questions
Can job costing run inside Salesforce?Yes. Central Oregon Garage Door's job costs live on a record in Salesforce, next to the job, so the team sees them where they already work.
How long does it take to set up job costing from scratch?21 days from the decision to every install job costed.
Do customers get automated quote follow-up emails?Not here. The owners chose to keep follow-up personal, so the reminders go to the salesperson, and the owners get a weekly report on who followed up.
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