Planning
- Creating and managing project details (customer name, address, project type, etc.)
- Configuring project settings (taxes, margin percentages, etc.)
- Manage lists by phases, rooms or trades
- Rearrange the order of items by simple drag and drop
- Reusable templates & estimation models
- Document and file sharing Links for Collaboration
Calculation & Estimation
- Selection of building or floor type for structural materials calculation
- Real-time synchronization of product data (name, price, etc.) directly from supplier
- Automated calculation of costs and margins according to defined parameters
- Automated calculation of taxes (Quebec / Canada only)
Reports & quotes
- Custom header with company logo for quotes and contracts
- Complete cost report for materials or detailed purchase list
- Cost details for labor based on items in the evaluation
- Complete ready to sign estimate or contract for customer
- Print on paper or save in digital PDF format to easily send document by email
Administrative Management
- Unlimited number of quotes/estimates per project
- Notes and instructions for the recipient / customer or for self
- Save favorite products for direct addition to a new project/quote
- Archiving of completed jobs for future reference
- Clear and user-friendly dashboard
