The EstiCenter^tm Estimating system has an easy-to-use, intelligent and intuitive interface.  It provides a single-source focus for commercial, industrial or residential jobs.  Built on top of the top-rated customer relationship management (CRM) system, SalesLogix, it provides you and your staff with a complete 360-degree view of the relationship with your customer.

 

 

 

EstiCenter™ Estimating Highlights

 

Ø     Estimates creation: May be developed in intricate detail, summary or any place in between!

Ø    Scope of Work: Develop estimates to include the full scope of work, what's included and what's excluded

Ø   Accounting Integration: Integrated customer and job related interfaces reduces tedious and error-prone re-entry of the same data.

Ø     Additional Items: Include add-ons in proposals for profitable additional work.

Ø     Estimate criteria: Develop estimates in any criteria you want (lineal foot, square feet or you-name-in)

Ø    Instant real-time access: Retrieve estimates and all communications instantly with powerful, high-speed search capabilities

Ø     Communicate: Maintain internal or external notes by estimate

Ø     Job Hazards: Communicate important job hazards to your workers

Ø     Picture: Print color or black and white pictures to easily communicate to your customer and your staff

Ø     Directions: Provide clear directions to and from a job site.

Ø     Gross profit by job: Calculate each job's gross profit before it starts!

Ø     Accounting Integration: Integrate with your accounting system for timely and accurate billings

Ø     Industrial and commercial jobs: Maintain bill-to, site and ordered-by contact information by job

Ø     Customer communications: Maintain, track and see all communications with the customer

Ø     Change Orders: Track change orders by estimate

Ø     Microsoft Office: One-click integration with Microsoft Outlook, Word and Excel

Ø     Much, much, much more....

 

Download PDF document now: EstiCenter^tm Estimating overview

 

Key Benefits

 

A key benefit of the EstiCenter^tm Estimating System is its ability to integrate any estimate or proposal with Sage SalesLogix for a single and cohesive view of your relationship with the customer. 

 

The EstiCenter^tm Estimating System maintains all your estimates, proposals, work orders and job hazard information in a single and secure location.  All job attachments, emails, calls, activities, change orders, Notes/History and other related information are maintained by account, by contact and by estimate.  Additionally, the user can also access and retrieve documents, such as invoices, statements, purchase orders, credit memos – any report – easily at the click of a button!  Documents stored from internal or external sources are easily found and managed.

 

 

Estimate and job management is a core foundation to an Integrated Technology Solutions strategy and business model

 

 

Improves and enhances:

1. Business processes and profitability
2. Security of your data
3. Professional image
4. Report distribution to recipients
5. Management's access to timely information
6. Many other ways....

 

Reduces:

1. Communication time and costs by job
2. "Find" times from hours to instantaneous
3. Ongoing paper needs
4. Mailing costs - email estimates and proposals in PDF format
5. Many other ways....

 

 

 

 

This application assists organizations to completely control the access and distribution of information throughout the organization.