Job Quoting & Estimating
The easy way to start a quote, transform the quote into a job, and keep track of all the material, labour and sub-contractor costs and charges.
This module allows detailed quotes to be prepared from an existing recipe or template, or from scratch as a unique quote. These quotes are designed to work in with the Job Costing module and allow you to itemise all the internal and external materials, internal and external labour, and any overheads that are required to complete the job.
When the quote has been accepted by the customer it is converted to a real job against which all the actual expenses are recorded. As the quote is converted any material or labour that must be sourced from suppliers is automatically purchased via the Purchase Requisitions module, and any internal materials are reserved for the job. This not only saves hours of work it is also very accurate and timely.
|Once calculated the total or margin for the quote can always be changed.|
A special Job Requisition entry screen enables internal stocked items, allocated to the quote and reserved for the job, to be easily requisitioned to the job. At any time you can drill down on a stock item and inquire on what quantities are still required by which jobs.
Printed forms from this module include a Customer Quote, Request for Supplier Quotation, Production Report and Job Worksheet.
Once the quoted job is completed it can be billed as per the quote, or it can reflect the actual work on the job. In either case comparisons are then available to look at the profitability of your jobs and to compare where any variances may lie between your quote and actual work.
Simply start with the Standard Base Pack, consisting of 6 modules, then add one or more of the remaining 36 fully integrated modules that are relevant to your business needs1.
1 Job Quoting Module is dependent on Job Costing Module.