Features
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.

Benefits

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
Features
- 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.

Other features
Job Performance
Operational Forms
Insights
Purchase Order
Certificate Tracker
Web Service Integration
Custom Cross Form Automation
Timesheets