Customized configurations by product, manufacturer and/or geography to simplify estimating
Dynamic selections
Required quantities (pricing and box quantities) can be calculated or manually entered
Customized waste factors, Unit of Measure and required dimensions by product
Labor items are automatically tied to products, sundries and/or accessories
Sundries can be automatically tied to products based on install criteria
Material and Labor items can be bundled together to create pre-packaged offerings
Accommodates any business model: Sell, Furnish and Install, Furnish and Install, Install Only
Ability to load and/or import product, sundry, accessory and labor items
Zip Code based cost and retail pricing logic
Deposit logic based on maximum deposit permitted by state
Promotion logic, tied to items, dollars, specified dates, zip code, etc.
Automated calculation of Sales Tax by Material or Labor via integration with SureTax
Automated generation of Purchase Orders by Vendor
Change Order logic allows for specifications and pricing to be revised and approved after sale
Ensures that final payment reflects actual price