The technical field generally relates to the estimation and sales of building products. The estimation of building products and materials is a critical component of construction projects. As with most products and services, consumer decisions on construction costs and products are often driven by pricing; therefore, an accurate and competitive estimate can often make or break a potential sale.
The present process utilized for the estimation of building products can be extremely complex and time consuming. This complexity increases the chances of errors occurring during estimation and results in a substantial amount of time being spent to provide an estimate which accurately reflects the approximate cost of building materials and labor for a given construction project. Moreover, current estimation techniques typically involve adding multiple line items manually to an estimate one by one.
The complexity of estimation is due to a variety of factors, which include, but are not limited to, mixed units of measure as well as a large number of measurements. The current process requires an estimator to add a product to an estimate and then look up from a form of reference a measurement value, convert the unit of measure (if applicable), and enter that value in the estimate.
In this process, an estimate is created at 102. At 104 the item is selected. The measurements are obtained from an external resource at 106. An estimator will determine if the units of measure match the units for the building product at 108. If the units match, the value is entered in the unit field at 112. If the units do not match, the units are converted at 110, and this value is then entered in the unit field at 112. If any additional items are needed, those are entered at 114. The estimate is then completed at 116 and can then be given to the customer or potential customer.
Moreover, the current process of including additional product information documents into a document work product (e.g. a proposal, estimate, agreement, contract, scope of work, etc.) is a manual process. This process typically involves locating copies of product information (which could be printed or digital), ensuring the document is current, scanning them if they're printed, and adding them to the estimate or proposal. As would be understood to a person of skill in the art, this process is time consuming and prone to user error.
Furthermore, many companies have found it difficult to gather information on what actually happens on sales calls. The current process typically involves sales representatives (or other system users) to update information regarding the status of an appointment, job, estimate, or other record with a value (either from a predetermined list or a freeform box). This information is then used to generate reports on appointments, jobs, estimates, or the like to provide information regarding status, closing rates, or the like. As would be understood to a person of ordinary skill in the art, the present process is unreliable at best and very time consuming.
In light of the aforementioned problems with the prior art, further technological developments are desirable in this area.
One embodiment of the present application includes a unique system for integrating measurements into a construction estimate. Other embodiments include unique apparatuses, systems, and methods for: analytics and reporting on sales of building improvements; estimate templating for building projects; and automatic inclusion of additional product information in a document. Further embodiments, inventions, forms, objects, features, advantages, aspects, and benefits of the present application are otherwise set forth or become apparent from the description and drawings included herein.
The description herein makes reference to the accompanying drawings wherein like reference numerals refer to like parts throughout the several views, and wherein:
For purposes of promoting an understanding of the principles of the invention, reference will now be made to the embodiments illustrated in the drawings and specific language will be used to describe the same. It will nevertheless be understood that no limitation of the scope of the invention is thereby intended, any alterations and further modifications in the illustrated device, and any further applications of the principles of the invention as illustrated therein being contemplated as would normally occur to one skilled in the art to which the invention relates.
For ease of reference, the present application is delineated into four major subsections: integrating measurements into estimate creation; analytics and reporting on sales of building improvements; estimate templating for building projects; and automatic inclusion of additional product information in a document. It should be understood that each subsection may include one or more embodiments and concepts may be applied across subsections.
Integrating Measurements into Estimate Creation
One form of the present application is directed to a unique building estimation system which allows the user access to measurement values associated with the job. As will be described hereinafter, these measurement values can either be manually or automatically associated with the item on the estimate.
The integrated system of the present application makes the job of building estimates extremely easy by taking the manual effort and energy out of the process.
The measurement data repository 204 includes measurement records with items such as:
Category of Measurement
Measurement Type
Name
Unit of Measure
Measurement Value
This conversion engine 206 is utilized to convert the unit of measurement provided by an estimator into a unit of measurement of a product. For example, if an estimator is measuring in feet and the product is sold in meters, the conversion engine 206 can automatically perform such conversion.
In further forms, conversion engine 206 additionally can account for rounding and predetermined lengths. For example, the conversion engine 206 can be configured to always round up to a whole product unit. This whole unit can be the product measurement as sold (e.g. products are often sold in a set length or in a set package size). The conversion engine 206 can be configured to account for predetermined product lengths and/or the specific amount of product in a package.
The following is a demonstrative example of how the conversion engine 206 can account for product dimensional constraints. If a customer wants four inch wide cherry hardwood flooring to cover 100 ft2, an estimator can enter this measurement value into the system (or it can be calculated by the system based on other measurements received by the estimator). The conversion engine 206 is then able to access the product pricing data repository 208 to determine what lengths/units the specific flooring the customer has chosen are available in (e.g. four in wide cherry hardwood flooring available in 21 ft2 packages). The conversion engine 206 will then determine that to provide coverage for the 100 ft2 area, five (5) 21 ft2 packages of flooring will be required. The number of packages of material will then be output by the conversion engine 206 to be utilized by the system for further estimating (e.g. such as price calculation), or will be automatically entered into the estimate.
Referring back to
Name
Description
Unique Identifier
Price
Unit of Measure
Images
Documents
The Product Pricing to Measurement Data Association Data Repository (hereinafter “PPMDADA”) is depicted at 210. The PPMDADA 210 is used to house records that will allow the system to automatically determine the appropriate measurement record in the measurement data repository 204 taken by the estimator This PPMDADA 210 can include records with items such as:
Product UUID
Measurement Value Calculation
The information located in the measurement data repository 204 and unit conversion engine 206 can be used either in conjunction or separately. The system described in
Manual:
Automatic:
One form of the present application is directed to a process for tracking and reporting on sales and estimation events which involves the automatic tracking of all interactions the user(s) have with the sales and/or estimation software systems. These interactions can include, but are not limited to, each and every click, keyboard entry, phone call, or the like that the sales representative and the customer has with the system.
This event information is then stored in a system with all applicable metadata to allow for later reporting. The reporting system allows users to be able to pose questions and use the underlying data to be able to answer these questions. Questions like “Was the customer presented with a warranty?” were historically unable to be answered because there was no reliable way for us to determine the answer. Now, since the system is integrated and knows each and every operation the answer is very easy to compute.
As would be understood to a person of skill in the art, there are a variety of ways to gather analytic event data. Although one specific process for gathering analytic event data will be described hereinafter, the present application is not intended to be limited to such.
When each specified event action is performed (successfully or unsuccessfully) the system automatically sends event data to the analytics datastore 510 for safekeeping.
An event 506 can include any interaction between the user and the system. Each event 506 has many data properties. A few examples of event 506 data properties include:
Date
Time
User
System
Client
Connectivity (was this event communicated directly or was it recorded offline and sent to the analytics system later)
Email Address (when an email is being used)
Phone Number (when an sms/text message is being used)
Objects being interacted with (array of individual objects)
Estimate Creation
Estimate Building
Saving Estimate
Using Measurements on the Estimate
Sending the Estimate
Send Appointment Invitation
Presentation Display
Presentation Slide Changed
Screen Share Started
Screen Share Viewer Connected
Screen Share Viewer Disconnected
Screen Share Stopped
Emailing Contract/Agreement
Sending Contract/Agreement for Signature
Contract/Agreement Opened by Signer(s)
Contract/Agreement Signed by Signer(s)
Contract/Agreement Completely Executed
Visualization Used
One component of this application is the reporting on the event 506 data that has been captured. The system allows us to ask simple and/or complex questions of the dataset we have. The questions are then evaluated by the system and available event 506 data to determine a result.
A result can be displayed in many ways. In one form, a color coding scheme can be utilized to display the status of a result, for example: green, yellow, red status. In an additional and/or alternative form visual icons can be utilized to depict a result status.
The following are a few examples of analytics reporting questions that could be asked of the system:
For each appointment:
How does the use of visualization affect the closing rate?
How does the presentation of the warranty affect the closing rate?
How does the use of the screen share affect closing rate?
What is the average time it takes to create an estimate without integrated measurements?
What is the average time it takes to create an estimate when using integrated measurements?
What is the average turnaround time for document execution?
Alternatively, the analytics can be reported in a full verbose listing of all event data to allow a user to report on the full interaction of the sales rep with the job/estimate.
One form of the present application is directed to a process for the creation of estimate templating for building projects. This process involves the creation of templates or groups of items that are saved and used for later creation. One unique and novel portion of this process is the ability for the user to be able to create the templates for themselves, as opposed to using an off the shelf template. Although a variety of estimate template creation techniques are contemplated herein, one exemplary process for estimate creation will be discussed hereinafter.
To create an estimate 802 in the system an existing estimate can be used as well as and selected items/options/documents/photos/images for template purposes. To add or select an item 804, the item can be selected from an appropriate price list in the system.
Once all selections have been made, the user has the ability to add the product to either a new or existing group of products on the estimate.
Once all items have been added to the estimate, the user can then choose the option to “Save As Template”.
Once the user selects to save the template, the template is added to the system for future estimates.
When creating estimates, a user the ability to select from any available estimate templates in the system. This list of estimate templates would be filtered based on the user's permissions. This means that if an administrator has said a user only has access to estimate templates they've created themselves, the system would only list those templates which they have created. However, if the administrator has deemed it appropriate for the user to see not only their templates but also templates that others in the system have classified as “public” templates they would see those as well. The user then has the ability to select that template from a predefined list.
A process for the automatic inclusion of a document, such a product brochure, to a proposal, such as an estimate, agreement, or contract, will now be discussed. In this manner, when a proposal document is generated the system will automatically find and include those additional documents automatically.
The process of identifying and determining if a product has an applicable document for retrieval purposes will now be described. There are multiple ways of identification, a few examples are listed below:
Manually identifying (or attaching) a document directly to a product.
Automatically traversing a product tree to find an applicable document.
Therefore, the location that the document 1512 is associated with the product tree determines whether document 1512 will be included with any other product document generation. For example, if the document 1512 was attached to Manufacturer A 1502, then any documents generated with regard to Manufacturer A 1502, Product 1 1504 or Product 2 1514 will include document 1512 attached thereto.
While the invention has been described in connection with what is presently considered to be the most practical and preferred embodiment, it is to be understood that the invention is not to be limited to the disclosed embodiment(s), but on the contrary, is intended to cover various modifications and equivalent arrangements included within the spirit and scope of the appended claims, which scope is to be accorded the broadest interpretation so as to encompass all such modifications and equivalent structures as permitted under the law. Furthermore it should be understood that while the use of the word preferable, preferably, or preferred in the description above indicates that feature so described may be more desirable, it nonetheless may not be necessary and any embodiment lacking the same may be contemplated as within the scope of the invention, that scope being defined by the claims that follow. In reading the claims it is intended that when words such as “a, ” “an” “at least one” and “at least a portion” are used, there is no intention to limit the claim to only one item unless specifically stated to the contrary in the claim. Further, when the language “at least a portion” and/or “a portion” is used the item may include a portion and/or the entire item unless specifically stated to the contrary.
The present application claims the benefit of U.S. Provisional Application No. 62/552,472, filed Aug. 31, 2017, U.S. Provisional Application No. 62/552,451, filed Aug. 31, 2017, U.S. Provisional Application No. 62/552,466, filed Aug. 31, 2017, and U.S. Provisional Application No. 62/552,458, filed Aug. 31, 2017, the entire contents of which are expressly incorporated by reference herein.
Number | Date | Country | |
---|---|---|---|
62552451 | Aug 2017 | US | |
62552458 | Aug 2017 | US | |
62552466 | Aug 2017 | US | |
62552472 | Aug 2017 | US |