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Estimating...
Utilise a library of over 15,000 installation items
Ability to create your own bespoke items
Filter items to suit your requirements
Entire library can be searched and utilised on any project
Faceted search function to find related items
Ability to edit all rates and descriptions
Drop down selection of relevant materials
Upload your own labour and material rates
Estimating...
Editable margins across various elements
Projects can be costed as a whole or subdivided into sections
Sections can be reordered to suit preferences
Copy both projects and sections, and amend with their own unique rates
Duplicate individual items, and amend quantities, rates, and descriptions
Estimating
Specific material rates can be discounted by a percentage figure
Individual material rates can be altered on a project wide basis
Prepopulated preliminary and associated cost sections with your own rates and descriptions
Project specific labour and material sheets are produced both by individual section and project wide
Add bespoke provisional costs and contingencies to each section or to the entire project
Manage Project
Auto-numbering of job numbers if required
Company prefixes can be added
Capacity to have individual division and branch formats
Multiple levels of user access
Quotations
Fully automated quotations
Personalised with the user's details
Capacity for a range of templates
Itemised breakdown with drag and drop reordering
Fully editable text
Figures can be broken down in a multitude of ways
Documents are downloadable in pdf format
Utilise your existing document templates
Variations
Create variation costs based on existing project rates
Fully itemised costs
Ability to edit variation margins
Utilise your existing document templates
Copy, revise and edit valuation costs
Agreed variation costs can be automatically added to the invoicing and account modules
Invoicing
Automatically generated valuation schedule
Ability to design your own schedule
Materials on site can be incorporated
Valuation with or without breakdown
Invoice document produced
Figures linked to the estimating, purchasing and accounts module
Downloadable as a pdf or csv file
Utilise your existing document templates
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Purchasing
Create purchase orders by type
Auto-numbering if required
Capacity to use estimated materials and rates
User created supplier list with all details
Fully personalised to each user
Set spending limits
Delivery restrictions by dropdown
User created site contact list
PO number search capacity
Costs linked to the accounts module
Documents are downloadable in pdf format
Statuses
Create your own project statuses
Dynamically change statuses by triggers
Produce bespoke status reports
Financial Analysis
Compare allowed costs against committed or actual costs
Compare costs on a nominal code basis
Dynamic cost to completion
Assess margin against spend, percentage complete, and amount invoiced
Documents
Create unlimited folders and sub folders
Drag and drop files and folders up to 30MB
Assign tags for easy searching
Files can be stored in and/or linked to your existing storage provider (additional charges may apply)