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 estimate line items on the fly or pick from the drop-down list. An additional feature also allows you to select line items from one of more Excel price lists provided by your own suppliers.

Estimates 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. Purchase Orders may be created and track in QuickBooks.

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

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