Estimating and Proposal Module

The HVAC and Plumbers Pack Estimating and Proposal Module allows you to build 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 also pick items from one or more Excel price lists to build your detail estimates.

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.