JOB DETAILS
- Two options to create a new job
- Quick Proposal wizard
- Quickly enter basic job info in only a few steps to create a proposal
- Open wizard job in Job Screen for further editing or to sell
- Track customers and all their jobs in one place
- Full details for all aspects of a job
- View financial status of job on all screens, payments, change orders, costs, gross margins estimated, current state, actual at end of job.
- Quickly, accurately create estimates
- Enter details, material, labour, misc.
- Import template(s), then edit
- Import details from Design programs (2020, deck design, window & door mfg., virtually anyones matterial list)
- 2 clicks duplicates an estimate; save time for similar jobs
- Create RFQs and POs if required
- Proposals (quotes) created professionally, and accurately
- Use word processor to write scope of work (with spell check)
- Import template(s) and edit only as needed for a particular job
- One click to create a legal contract
- Preview, print, email, save as pdf
- Create detailed change orders to ensure payment in full for job
- Track customer payments, job costs and view budget at any time
- Easily create every document required for a job
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Business Hours: Monday - Friday 8:00am - 4:30pm EST (Toronto/New York) | Closed on Canadian Holidays