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Quick and easy to use. Won't require expensive
training. You can be creating estimates within minutes after installation.
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Has a modern compact user interface. Most
information can be viewed from one screen. (See
screen shots or
download a video)
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Suitable for a wide variety of trades and
businesses, including: General Construction, Carpentry, Plumbing,
Electrical, Tile Work, Concrete Work, Landscaping, Maintenance & Repair
plus many more.
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Links to QuickBooks™ Pro 2003 or later (US & Canadian
versions). Easily
add customers and projects from Quick Estimator™ to QuickBooks™.
You can also instantly convert an estimate into a QuickBooks™ invoice.
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Has built-in invoicing
for people who do not want to use the QuickBooks™
link.
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You can store
tens of thousands of customers, projects and estimates.
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Each customer can have multiple projects and
each project can have multiple estimates.
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You can track customer leads
to see where your you are getting your customers and then use this
information to focus on the best method or area for future advertising.
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It has many built in lists
for storing frequently used information.
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You can print Spanish versions of the site or
crew reports.
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You can create assemblies and super
assemblies which are of items
group together as kits which can be added to estimates in one go. See
Assemblies to learn more.
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You can choose between two different tax
methods. This gives you total flexibility when estimating especially in areas
where you only charge tax on some items or you do not charge tax on labor.
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The ability to print purchase orders or
supplier quote request sheets.
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It's Job Tracking feature
provides you with valuable information on percentage and dollar
of profit/loss on all items and categories
estimated. The information then can be reviewed or printed by task or
category.
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It
has over seventy reports that you can print or view on screen. Some of these
reports can be customized before printing to show only the information you
want.
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It
has a Manual Estimate worksheet that
you can use to gather on-site estimating
information. This form has a similar layout as the computer program making
it easy to transfer the quantity information and then do the final pricing
of the project.
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You can create Estimate Templates and then import then in to a new estimate. These are like
pre-made estimates without any quantities for tasks you carry out a lot.
You can import these into a new estimate and just enter the quantities.
This greatly speeds up estimating.
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You can also import an
existing estimate from a similar project into a new estimate. You can
optionally import all the quantities as well.
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Easier to email and fax estimates. A single
click opens your email or fax software with the estimate ready to send.
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Has a Daily Journal /
Diary feature linked to Job Tracking with data collection sheets for site
foreman.
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Has a To-Do list feature with the option to
have entries made automatically when creating customers, projects and
estimates.
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Has a built in mail merge feature which
allows you to send letters to one or more customers at a time. Even has
it's own word processor.
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Can be used by more than one estimator. It
will show how each estimator is doing.
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It has no complicated
terminology or codes that are typical of other cumbersome programs.
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It can be used on Multi-user
systems. Networking laptop or desktop computers is easy to set up.
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You can add Materials, Labor, Subcontract, Equipment
and Miscellaneous items to an estimate individually. They are not all combined on
on one line like other more expensive programs do. This gives you total
flexibility especially when estimating labor only jobs.
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Quick Estimator™ is not a spreadsheet and does
not require you to use another program to do parts of an estimate. Some
programs use Microsoft® Excel® to crunch the numbers and others require
you to use a word processor to create proposals for your customers.
Quick Estimator™ does all of this for you without the hassles of switching
programs.
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All your data is stored in one file, unlike
other programs that create a new folder and add numerous files each time
you create a new estimate. Having all your data in one file makes backing
up and copying much simpler.
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You can track productivity for labor items by
linking them to material items. Over time using the information you enter
in the Job Tracking this will show the average man-hours it takes to
install one unit of a material item.
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It has a built in photo gallery where you can
store and display pictures of your jobs. These could be pictures of
completed jobs or before and after pictures. You can optionally link
pictures to projects. Then when viewing details for a project you can
click a button to view all pictures belonging to that project. You can
also print the pictures using different layouts.
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You can have multiple data files which will
allow to use Quick Estimator™ for more than one company.
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You can easily adjust the final price of your
estimate up or down by simply entering the price you want. Quick
Estimator™ will then adjust the profit on all the items in your estimate
to reach the new price. It doesn't just add or subtract a lump sum. This
is very useful when you want to round the price up or down or add a
contingency or give a discount.
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You can choose between fifteen different
professional layouts for your customer proposals. You can also customize
some of these further by choosing to hide any of the items, hide the
quantities, hide prices and hide item notes. Any customizing you do will
be saved with the estimate so if you need to print it again it will have
the same layout.
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You can set a different overhead recovery and
profit percentage for each of the categories, Materials, Labor,
Subcontract, Equipment and Miscellaneous for each customer.
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Each project can have multiple estimates.
Great for when a customer wants more than one estimate with different
options for comparison.
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If you have a notebook computer and a portable
printer, you can do your estimates on the job. Imagine the customers
reaction when you produce a professional printed estimate ready for
signing there and then. No more driving back to the job to get the
proposal signed or because you forget to take some measurements. Complete
synchronization system built-in.
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You can add product images to cost book
material and equipment items. These can optionally be printed on customer estimates.
Really impress your customers.
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Ability to have multiple options/variations
for each Cost Book item including different prices and suppliers.
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Global updating of Cost Book prices. (i.e.
increase all labor items by 5%)
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Built-in project scheduling. Quick
Estimator™ can calculate the end date for a project based on the
estimated man-hours.
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Has four custom fields each for customers,
projects, estimates, To-Do List, employees and suppliers. You can name the fields what you want
and use them to store additional information that is relevant to your
business.
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Easily import / export information from / to
spreadsheets.
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View maps and get turn-by-turn directions to
your customers, projects and suppliers. Requires an internet connection.
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You can choose to print barcodes customers,
projects, estimates, and cost book items. This for example allows you to
use a barcode wand or scanner to scan an estimate barcode on a printed
estimate and instantly open the estimate for viewing or editing.
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Will work with any currency based on the
regional settings of your computer.
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All reports and printouts can be printed on
US Letter or A4 sized paper.
