Thank you for reaching out!
Below, you can see our estimated hours for the requested task; please choose the desired timeframe for delivery and hit "Approve" when ready.
Thank you for reaching out!
Below, you can find the allotted budget that we've estimated for this project. To move forward with the work, please enter your company's accounting email address (for invoicing purposes) and hit "Approve".
1. "Quote" gets created in Hubspot, which creates the Deal (Estimated Sent Stage). Don't bother syncing the "Quote" in Hubspot to "Estimates" in QBO.
2. Find a way to automate "Job Booked" (I really don't have a good suggestion).
3. Within Hubspot Convert the "Quote" to an "Invoice" and only find a way to sync the Invoice to QBO instead.
So basically "Quotes" or "Estimates" would only exist in Hubspot, and only the Invoice would sync to QBO to complete the sales process.
We maintain a consistent capacity level for our team - seldom is there a time where we need to find more work to fill their days.
By scheduling in tasks with an appropriate amount of lead time for completion, we can keep costs down and deliver in a timely manner. It also means we can get out of the office at a reasonable hour.
However, there are often situations that are out of our hands that may require rushing work - this means additional overhead for overtime, costs for bringing in contractors, or other expenses. We account for those by tagging on the additional hourly cost.
As with anything, consistency and volume are two factors that can help reduce hourly costs. If you find yourself in need of more consistent hours, and quicker turnaround times, let us know and we're happy to come to the table to talk details! You can reach out to us at hello@papercrane.ca
