Quotes & Estimating

1. Create Estimate

• Add a new contact, or choose an existing customer and you’re ready to build out the estimate 
• You can also create Change Orders from here too

2. Build-out Your Estimate

• Add your Items, grab a prebuilt Assembly, add your Labor and even add photos.
• Check your margins as you go.
• Use boilerplate templates to create a reusable professional looking scope statements.
• Add Tasks and Punch Lists for the job if needed.
• Attach unlimited documents and photos
• Preview and Email the Estimate or Quotation to contact with e-Signature to have the estimate accepted and ready for scheduling in MEC.
• Get SMS Message the moment customer accepts estimate
• Create a Job with one-click when ready to go and you’re all set

3. Preview & Send 

• Choose from five (5) different Estimate Styles!
• Customize colors to match your business
• Supports Detail pricing, Summary pricing and inclusive prices.
• Include or exclude tax
• Include customized Payment schedules
• Send the estimate as a “Quotation”
• Customize the line items with additional text, images, colors and more
• Preview and Email the Estimate with e-Signature to have the estimate accepted and ready for scheduling.

4. Create the Job

• Estimates can be accepted with electronic signature & IP address
• Approved estimates can move into the Job Pool with one click
• When the job is released into the Job Pool its ready to be scheduled, assigned to staff and updated with actual quantities and timesheet details booked.
• Find out more about Job Planning, Scheduling and Dispatch with a Free Demo!