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 RFQ’s and PO’s 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

Business Hours: Monday - Friday 8:00am - 4:30pm EST (Toronto/New York) | Closed on Canadian Holidays