Takeoff:

• build detailed quote on an opening by opening basis
• rapid search and shortcut functions for adding hardware
• customer defined "item groups" speed job detailing
• provision to add non-standard/one off items
• advanced cloning functions to reduce time
• advanced wizards simplify door and frame pricing

 

Shop drawings:

• automated elevation drawing
• large built in catalog of standard elevations
• CAD drawing tool supplied for non-standard elevations
• can upload user's CAD, screen captured or scanned drawings

 

Quotation:

• produce quotation
• hardware list with catalog cuts
• shop drawings with dimensioned elevations
• fax or email direct from the system
• determine if pricing has changed before approval
• function to realign changed prices and re-quote

 

Job pricing:

• modify markups by product category
• override cost and markup for specific items
• capture freight allowance
• price supply and install vs supply only jobs
• calculate job cost and profit

 

Change orders:

• quote CCN's
• rapidly apply proposed changes to existing jobs
• comprehensive CCN pricing functions
• approve CCN and apply to job
• track change history for all job items by the opening
• support unlimited number of change orders per job

 

Job management:

• quote approval process
• fabrication orders
• group products into multiple delivery issues
• shipping bills
• invoices
• dashboard function to manage all active jobs

 

Rapid quotation:

• simplified process for low probability jobs
• price in bulk and detail later if job awarded
• direct faxing from within the system

 

Pricing and procurement:

• user maintained price books save time and money
• functions to rapidly update prices and supplier discount/surcharge
• produce RFQ's and Purchase Orders
• receiving function for Purchase Orders

 

Customer management:

• detailed customer information including default markups and taxation
• direct emailing from within the system

 

Counter orders:

• process counter orders for all products and/or custom orders

 

Division 10:

• Washroom Accessories, Toilet Partitions and Lockers
• fully integrated into all processes from quotation to invoice
• supports catalog cuts for Div 10

 

Employee access and security:

• two level access - Administrator and Employee
• employee restricted to job related functions only
• system locks out after 5 failed login attempts
• system has advanced security to prevent unauthorized access
• all system activity is logged
• function to download all data to spreadsheets as an additional safeguard

 

Training and documentation:

• comprehensive User Guide
• quick start guide
• catalog of built-in elevations
• "how to" videos covering all aspects of the system

 

Support:

• contact us directly from within the system - no need to phone
• system errors automatically reported and support staff paged
• fast and individual service when you need it most