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Estimating and Proposal Module

The HVAC and Plumbers Pack Estimating and Proposal Module allows you to build a customer estimates in the office similar to creating them in QuickBooks. You have access to the QuickBooks Items list to create detail line items by selecting items from the drop-down list. An additional feature allows you to connect one or more Excel price lists ( optional flat rates)  to select from these list as you build your detail estimate. .

Customer proposals may be printed or emailed and also revised at any time. Estimates may be turned into active sales work orders with the click of a button and scheduled. Purchase Orders may also be created and tracked in QuickBooks.

Take a minute to watch this video or contact us to arrange a personal demonstration.

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