NSS Quote Generator Manual
Contents
1. This is the number of machines to be included on the quote 7 jp nds NSS Quote Generator PERONA This is a text field You can type anything in this field Common uses are to include accessories or preventive maintenance programs To the right of this field is the price for the item you are adding Save Button Clicking this button will write the data to the Main worksheet and will close the edit form When you click on Save the computer checks to see if you have entered everything you need in order to calculate the ROI value If there is data missing the field is highlighted You can either save without calculating the ROI or hit cancel to fill in the highlighted fields Cancel Button Clicking this button will close the edit form without saving the changes to the Main worksheet Profit Margin _ The profit margin calculator allows you to Margin Calculator Calculator quickly calculate new products Enter values Enter values into two of the fields below Click Calculate to compute the other es Product Cost Copy to Price 1 Copy to Price 2 carta Copy to Price 3 you can copy the selling price into the form by eS clicking the copy to buttons Clear Close into any two fields and click Calculate The other two fields will be calculated If desired Cleaning Rates To help with product selection charts listing the productivity rates of various NSS equipment can be found by clickin2. the Whisker labor savings in a quote section at the end of this document There is a bug in Excel 2010 that can make the buttons on the form shrink and move If you click a button and it disappears click the fix buttons button here The program will reset all the button sizes and positions After the fix you will probably need to save your work close the file and open it again to continue working Edit Values Form ss Jh ss NSS Quote Generator PEOR Edit Values Type of Work Hourly Wage Rate Benefit Load Sales Tax Rate o e Guide Me Cleanings Per Cleaning Rate Week min 1000 sq ft Recommended Process Recommended Equipment Process 1 Save Cancel Profit Margin Calculator Cleaning Rates ee T l m u Ml m l Guide Me Click on this button and you will be taken to a form that will guide you step by button step through using the edit form This is a good way to learn how to fill out the edit form Type of Work Use the drop down menu to select the type of work that is being done The choices are dust mopping scrubbing wet mopping burnishing stripping vacuuming extracting and miscellaneous When you select one of these options the rest of the form will be populated with the available options Note The Miscellaneous option is where you find NSS equipment that does not have an ISSA cl
3. F Column G Column H Cleaning Task Analysis lt lt Copy Column There are five columns that can store data To save some typing the copy column button will take the data in one column and copy it to another nss NSS Quote Generator PERONA Integrity at work column Clear Columns To erase the data from the main spreadsheet use the clear columns button You can choose to erase a single column or all columns at once Clear Columns Click a button below to erase a column User Manual requires Opens your internet browser and takes you to the location where the internet instruction manual is stored There are five edit buttons on the main worksheet Click the edit button above the column where you want to store your data Clicking the edit button will bring up the Edit Values form Edit Values l l ss Type of Work Hourly Wage Rate Benefit Load Sales Tax Rate U W E _ Guide Me Area Cleaned Cleanings Per Cleaning Rate Current Process sq ft Week min 1000 sq ft 2 v x Recommended Process v B Recommended Equipment Process 1 Price Quantity I _ a E a Recommended Equipment Process 2 C ee anayen of Freight 0 Save Cancel Profit Margin Calculator Cleaning Rates G M ee Row 82 Background Information vw Background Information Clear All 81 a 3 J ns _ NSS Quote G
4. eaning time associated with it For example wet dry vacuums carpet spotters battery back packs power washers and pads can be found here Hourly Wage Rate Enter the customers hourly wage rate here This value will be used to calculate the amount of money saved by a productivity improvement Sales Tax Rate Enter your local sales tax rate here Enter it in whole numbers For example enter 5 25 not 0 0525 for five and a quarter percent You only need to enter the tax rate once Changing the tax rate in any column changes the tax rate for all columns as ee NSS Quote Generator PEOR Current Process Once you have selected a type of work the Current Process will become populated with options Use the drop down box to pick the option that best describes how the customer is currently cleaning When you select a value the corresponding cleaning rate will appear on the right side of the form Area Cleaned Enter the amount of square footage cleaned by the method you have selected under current process Cleanings Per Week Enter the number of cleanings per week that this process is being done This value may be less than one For example if the cleaning is done every other week then the Cleanings Per Week is 0 5 Click the button to bring up the cleanings per week calculator Current Process Clicking these checkboxes will enable you to add more than one process For Checkboxes 2 and 3 example if your customer is wet mo
5. enerator a Opens the background information form This form allows you to enter data into the main worksheet As with the section above you enter data into the form not directly into the spreadsheet Clear Customer Clears only the customer section of the background information This allows you to enter your information once and keep it for multiple quotes Row 109 117 Generate Quote Quote Generation Include in ROI Calculation amp Quote Include Summary Page Include Product Detail Page s Include ROI Calculation Include Lease Payment Calculation CLEANING TIMES amp TASKS Include Web Links to Products Many of the cleaning rates used in this program were developed by John Walker and are published in the official ISSA 612 Cleaning Times Book This book contains standardized rates for all kinds of cleaning tasks and is widely used in our industry Include Web Links to Bid Specifications Click this link to visit ISSA com and purchase a copy of this useful book Include Whisker labor savings Click the Generate Quote button to take all the information in the Main Worksheet and create a new document that contains your quote Include in ROI Calculation There is a checkbox for each column in the main spreadsheet By un and Quote checking the box you will exclude the data in that column from the quote when you click Generate Quote Usi
6. g on Cleaning Rates Leasing Calculation UniFi Equipment Finance is our preferred leasing partner Below you will find a file that contains their leasing application along with important information about the tax benefits of placing new equipment in service Under the American Recovery and Reinvestment Act your customers can potentially deduct up to 125 000 of tangible personal property they place in service during the year This can save your customers 30 or more of the purchase price of the equipment Contact Doug Jones at Ervin Leasing at 800 348 9196 for assistance s Jh 8s SOO NSS Quote Generator VEFIR Quote Generation Once you have everything set up the way you want it click the Generate Quote button on row 108 of the Main worksheet A Please Wait window will appear After about a minute a new spreadsheet will be created that contains your quote Note that this is a separate file from the NSS Quote Generator file The file name will be Book1 xls Unlike the NSS Quote Generator this file is small enough to send via e mail Typically a quote file with be about 3 Megabytes Saving your work When you are done working you can save the quote generator file All of your data will be stored This allows you to save even more time in the future For example your personal information can be entered once and stored for future use Also if you have products that you quote on a regular basis
7. ly 4 875 00 Annual labor cost with dust mopping and Whisker 1 218 75 Annual labor savings by using the Whisker Version 15 Step 5 Switch back to the Main worksheet and click on the checkbox next to Include Whisker labor savings in row 117 116 Include Web Links to Bid Specifications G J nclude Whisker labor savings Iw With the box on row 117 checked the Whisker labor savings will be figured into the ROI calculation on your quote You will see a line item for the Whisker labor in the ROI calculation S Return On Investment Estimate nss ntegrity at work Transylvania Schools Joe Customer Facility Manager 1313 Mockingbird Lane Date A202014 Perrysburg OH 43551 Current Process TypeChwok e A A EE Annus Labor Serubbinglwet Scrub with automatic scrubber 33 in walk behind wheel 50 000 12 50 10 616 67 Mop propelled unit practical Total 10 616 67 Recommended Process Type OF Work o Poss S Cleaningsiwk Wages Benefits Annual Labor ii Scrub with automatic scrubber 29 in rider practical 50 000 O ow 12 50 8 775 00 Whisker mei a reduction by Whisker acuumized Pre 50 000 Oow 12 50 Total 5 118 75 Financial Analysis Current Process Annual Labor Cost Recommended Process Annual Labor Cost Annual Labor Savings Cost of Recommended Equipment Payback Period years Return on Investment 34
8. ng these checkboxes you can have several equipment options entered into the spreadsheet and turn the columns on and off to custom tailor the Include Summary Page Include Product Detail Page s Include ROI Calculation Include Lease Payment Calculation Include Web Links to Products Include Web Links to Bid Specifications Include Whisker labor Savings Fix Buttons IT FIX BUTTONS Version 15 NSS Quote Generator quote contents This is a useful feature if you need to produce several similar quotes for comparison purposes The summary page highlights the return on investment that the equipment in the quote will generate The product detail pages include a photo of the equipment and the main specifications for the product The ROI calculation contains a detailed analysis of the current cleaning process and the recommended cleaning process Lease payments are calculated automatically for the equipment recommended To include the lease payment information on the quote check this box This option creates links to the product pages on www nss com When e mailing the quote these links will be available to your customer This option creates links to the bid specifications on www nss com When e mailing the quote these links will be available to your customer This option will use the values found on the Whisker worksheet to calculate the additional ROI provided by using the Whisker See Including
9. nss NSS Quote Generator veon Integrity at work Introduction The NSS Quote Generator is a quick and easy way to create professional customized quotes that get results The built in return on investment analyzer allows you to sell the productivity of selecting the correct equipment for the application After filling out a few forms the quote generator will be able to create a quote file that you can either print or e mail to your customers System Requirements The quote generator requires Microsoft Excel and has been tested in Excel 2003 2007 and 2010 Getting Started Enabling Macros Macros are programs that run in the background while you are working with the quote generator For security reasons Microsoft Excel may require you to enable the macros each time you open the quote generator file You can change your security settings to allow macros to run without prior authorization However this is not a recommended practice If macros are not enabled Depending on the version of Excel you use the dialog box to enable macros will vary Excel 2003 Excel 2007 2010 Security Warning D Documents 4 Net ExcelMeetManager NewEMM Cross Country 35 xls contains macros Macros may contain viruses It is usually safe to disable macros but if the macros are legitimate you might lose some Functionality Worksheet Tabs 1 Jkh ns NSS Quote Generator VERON There are five worksheet tabs at in the quote generat
10. or 1 Main This is the tab where you will do most of your work 2 Whisker This is a calculator that can be used to calculate the savings that can be gained by using a Whisker Vacuumized Presweep instead of a dust mop 3 Quote This tab stores the last quote you generated When a quote is generated it is placed into this tab and then the tab is exported to a new file 4 Survey This is a form you can use to collect data while at your customer s site If this form is completely filled out you will have everything you need to generate the return on investment analysis and quote 5 Images The graphics that are used when making a quote are stored here 6 Revision History Contains information about the changes made in the quote generator The Main Worksheet The Main Worksheet is where the data you generate is stored You will not enter data directly into this sheet If you try to type directly into this sheet you will receive a warning ft Office Excel The cell or chart that you are trying to change is protected and therefore read only A To modify a protected cell or chart first remove protection using the Unprotect Sheet command Review tab Changes group You may be prompted for a password Instead of entering data directly into the spreadsheet you will enter data using the forms provided Rows 1 4 NSS Quote Generator V15 01 Copy Column Clear columns Print Survey U Column E Column
11. pping one area and scrubbing another area you can list both of them by adding a current process Recommended Select the process that should replace the customer s current process This list of Process processes is limited to processes that can be done with NSS products Once you select a process the recommended equipment fields will be populated with the NSS products that you would use to perform the process selected Recommended Click this checkbox to enable the second recommended process When you Process Checkbox 2 enable this section you are also enabling the Recommended Equipment Process 2 section Recommended Once you have selected a recommended process you can select which piece of Equipment NSS equipment you want to quote to do that process For some processes like Process 1 scrubbing with a floor machine and picking up water with a wet dry vacuum you will need to quote two pieces of equipment In those cases the second equipment field will become enabled and you can select both the primary and secondary pieces of equipment Some products also require tool kits In those cases the tool kit will appear in the second equipment field Recommended If you have enabled the Process Checkbox 2 then this section will be enabled and Equipment works as described above Process 2 The default price is the commercial list price for the equipment You can edit the price on this screen See Profit Margin Calculator
12. you can save a version of the quote generator with those products already entered in the columns Including the Whisker labor savings in a quote Because the Whisker Vacuumized Pre Sweep is a unique process in our industry you have to take an extra step to include the labor savings for the Whisker Step 1 Switch to the Whisker workbook Main Whisker Quote Survey Images Revision History a Step 2 Answer the five questions about the Whisker application A D L Uv E r J n I J nN L 1 Whisker Vacuumized Pre Sweep Labor Savings Calculator Instructions Fill in the Value column and click the calculate button The answer to question number 5 will depend on how many areas there are that the Whisker Vacuumized Pre Sweep can t reach It is typically a number from 50 to 80 3 4 3 6 Bete Question Value Units 7 8 9 How much area is being dust mopped 50 000 square feet What is the hourly wage of the custodian doing the dust mopping 12 50 What width of dust mop does the custodian use inches Must be 12 18 24 30 36 42 48 60 or 72 How many times per week is the area going to be dust mopped 5 jtims How much of the dust mopping will be eliminated by the Whisker lm Must be between 0 and 100 nss NSS Quote Generator Integrity at work Step 3 Click on Calculate Calculate Clear Step 4 Review the savings calculation below Annual labor cost with dust mopping on
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