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.