Capital Cleaning Service had no set processes for how we organised our quoting, documents were kept in separate folders, using both Word and Excel, and our team would pick and choose what we needed each time we created a new quote document.
Our company was doing well and growing. We were producing more and more quotations, which meant more time was been taken up with quality checks and follow ups, and we were experiencing bottlenecks.
We are passionate about service to our clients and I knew that I wanted to commit more time to our core business. It was cumbersome to pull all of this from different parts of our server to build up a quote.
I knew change needed to happen.