Add-On Module

Estimation

This module gives you the ability to create an estimate or a bid on the job site, on a tablet. Once it’s approved by the client it can be converted into a pricebook.

Quickly Create Estimates

Save time by creating estimates in the field and don’t lose momentum with new opportunities

More Profitable Outcomes

Quickly track margins while creating estimates to ensure a profitable outcome

  • Create estimates and set up different rates
  • Create packages by applying discounts or markups to an individual or a bundle of items
  • Automatically convert an approved estimate to a price book
  • Because the data is captured in the system, you have the ability to report on trends such as won vs. lost bids, breakeven on purchased equipment, etc.
Aimsio Estimation creating an estimate or a bid on the job site.
Aimsio Job/Project type that digitizes field paperwork

Job/Project Type

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Aimsio Job/Project Type + Smart Form that digitizes field paperwork into easy to use Smart Forms

Ticket/LEM

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Aimsio Invoice that captures billable field activities

Invoice

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Aimsio Dispatch module dispatching crew and equipment to a specific job

Dispatch

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Aimsio Project Tracking with real-time WBS schedule

Project Tracking

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Aimsio Operational Form to capture more information

Operational Forms

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Aimsio Insight module made up of charts and tables pre-determined to be valuable to your industry

Insights

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Aimsio Insight Plus module made up of customized charts and tables from your data for faster operational decisions to be valuable to your industry

Insights Plus

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Aimsio Estimation creating an estimate or a bid on the job site.

Estimation

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Aimsio Purchase Order streamlining your purchase order process.

Purchase Order

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Aimsio Certificate Tracking visualizes worker competency based on a specific trade, location and customer.

Certificate Tracker

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Aimsio Two-Way Cloud Integration connects with other software such as ERP systems or GPS tracking, saving hours of data entry

Web Service Integration

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Aimsio Additional Operational Locations to dispatch out of various locations

Enhanced Location Services

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Aimsio Cross-Form Automation to link timesheets, field tickets, and other Smart Forms into one Master Form/Ticket

Custom Cross Form Automation

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*Must be used in conjunction with at least one job/project type

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