Manage Customer & Contact Information.
Link Documents, Photo's and Plans to Customer.
Manage Customer Emails.
Google Map Links.
Assign Tasks to Employees, and link to Customers.
Schedule Customer Appointments.
Bidding & Estimating
Overhead Recovery Options, Including MORS.
Set up Crew & Labor Types.
Equipment Cost Calculator.
Material and Plant Cost books, including Photos.
Kits to speed up estimating, and provide consistency to estimating system.
Kit Groups combine multiple Kits into 1 Combined Kit, eliminating Errors.
Ability to add More than 1 Lead Item to an Estimate.
General Conditions added to Work Areas, and the ability to assign to specific Areas.
Track Changes to Estimate Default Quantities and Prices.
Track Changes to Price & Profit.
Assign Employees to Projects, including multiple Salespeople.
Track Sales Pipeline Details.
Set up Multiple work areas and work area groups.
Assign different divisions, crews & billing type to each work area.
Ability to track work areas or kits, specified for each project.
Assign default crews to projects.
Produce reports including Time-sheets, Material lists, Work Orders & Project Contact lists.
Job Costing Module.
Create Job data directly form the estimate.
Generate timesheet by work area, listing estimated labor, materials and equipment.
The timesheet is updated each day with labor and materials used to date.
Streamlined data entry page, with the ability to add items not estimated.
Track Job types, with project pipeline.
Job Cost reports with line item detail.
Calendar based schedule.
Project length based on estimated hours and the crew size.
Project schedule broken down by work area, assigned to each crew.
Calendar can be changed by dragging and extending work area graphics.
Maintenance route can be set up for recurring tasks.
Ability to set up multiple calendars to display different crews.