The Estimating System

Work on up to 15 estimates at one time.

Items and assemblies are easily found in the database.

The "Find Items Keyword List" should be okay for most users as is, or you can easily modify it to your specific requirements.

Control keys for frequently used functions.

Formulas are per each (E), per hundred (C), or per thousand (M).

Tools to build user specific assemblies.

Three estimates are initially set as tutorials.

Quote request and purchase order sub-systems.

T & M Billing sub-system.

General conditions, quotes, labor adjustment and estimate summary are setup for each job or modify them to your own requirements.  This is easy in Microsoft Excel.

Estimate format checker - checks for missing price, unit, discount and extension (formula) for both material and labor.

Trade Service, TRA-SER users can link items back to the estimate from TRA-SER.

The system is even faster when using job templates.  Just add quantities, find any additional items in the database or type in temporary items.

Bring old estimates back into the estimating system for adjusting, or to use as new estimate templates.

Update old estimate pricing to the current price.

Automatically transfer out completed estimates.

Helpful estimating Excel toolbar for frequently used Excel functions.

Estimate formats include Normal Estimate, Small Job and Change Order.

In computer Help provided.

Getting started and help booklet provided.