Business / ERP Software

Manufacturing | Accounting | Inventory
Job Processing | Sales | Service


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Service & Maintenance
Features & Screen Shots

Quoting & Estimating

Job Processing

Scheduling

Invoicing & Collections

Asset Maintenance

Service Event Scheduling

Supplier Catalogue Import

 

Quoting & Estimating

  • Fixed price or cost-plus quotes


  • Quick quote option


  • Pricing options include price and discount matrices and user-defined price formulas


  • Quote details can be copied from job templates

  • One-time items can be entered on-the-fly without setting up with formal item numbers

  • Job configurator can be used to generate quotes with prompts and user-defined formulas

  • Four quote styles offered (formal, letter, letter with details, multi-option)

  • Quotes can be printed or automatically e-mailed