Guide

How is a service quotation prepared?

A quotation rests on the time and scope of the service to be given; a price quoted without calculating time squeezes the service later.

Time first

The basis of a quotation is the assignment time derived from the workplace's hazard class and headcount. A price quoted without that calculation either loses the unit money or pushes the service below what the legislation requires.

Scope is written

What is included and what is not is written in the quotation: how many visits, which training, whether measurements are included, how emergency calls are answered, how often reporting occurs. Scope left unwritten turns into an argument later.

A changing number

If headcount changes during the year, the required time changes with it. The quotation should state the range the number is valid for and what happens if it is exceeded.

Quoting below the time

A price below the required time means service below it as well. The consequence is not only quality but warning points and a contract that cannot be met.

In Optifora

The organisation side calculates the required time from the workplace's data; it keeps quotation scope and time in the same record and compares them with the time actually spent after the contract.

  1. Take the dataTake the workplace's hazard class and headcount.
  2. Calculate the timeDerive the time required for specialist, physician and other health personnel.
  3. Write the scopeState plainly what is included and what is not.
  4. Define the rangeWrite the headcount range the quotation is valid for.
  5. Set the priceSet a price based on time and scope.
  6. Compare with actualsAfter the contract, compare time spent with the quotation.

Manage this in Optifora

Optifora is not a single program but a compliance platform assembled from modules. The catalogue states which module is ready today and which is on the roadmap.

See what Optifora is