Estimating and Sales

Price the Job. Win the Bid. Lock in the Award

Three modules covering the full pre-production cycle. Your takeoffs, proposals, and contract awards flow into production without re-keying a single quantity.

All Products

Estimating

The Estimating module is designed to enter a rebar takeoff and directly price it with no extra data entry, to provide automated estimated vs. actual weight and revenue reports later in the project.

  • Takeoff entry and automated customizable macros from base bid and change orders
  • Handles different classes of bid items including base bids, alternate adds and deducts, option adds and deducts, and change orders
  • Weight summary breakdowns including field labor calculating man-hours associated with material installation
  • Extends the estimate and assigns prices for all components: material, fabrication, buy-outs, detailing, freight in and out, field labor, and miscellaneous charges
  • Pricing system performs complex calculations to quickly extend the estimate from user-defined pricing defaults for each shop
  • Costs and prices entered here are used later throughout other modules for estimate vs. actual weight and revenue comparisons
  • Report filters for market, job classification, and job size
  • Import and export capability via email
  • Stores file attachments in PDF, Word, and Excel

Sales Proposals

This module takes an estimate entered in the Estimating module and forms a sales proposal for bidding a project.

  • Estimate imported and broken down in combinations the user wants to bid the job
  • Multiple customers can be set up with different price levels (lump sum, unit prices) for each customer
  • Generates proposals for selected customers via Microsoft Word in the exact format the user chooses
  • Unlimited number of templates to cover different sales proposal styles
  • Sales proposals can be emailed directly from Word or printed
  • Automated change order proposals in Word
  • Competition tracking and sales reporting: Estimate List, Bid List, Jobs Won and Lost reports

Contract Award

The Contract Award module converts awarded estimates into contracts to link data to other modules later in the project, allowing for comparison of estimated vs. actual details.

  • Automatically establishes the billing rates for the contract using the estimated bid items and price breakdowns
  • Complete integration from estimate to production to field placing to invoicing to job costing
  • Change order status tracking
  • Routing report to summarize awarded estimate information for detailers