EstiCenter™ Estimating

Truly integrated software

The EstiCentertm Estimating system (estimating on steroidstm) has an easy-to-use, intelligent and intuitive interface. Over 99%+ of the day-to-day activities are one or two clicks away! It provides a single-source focus for commercial, industrial or residential jobs. EstiCentertm is built on top of InforCRM, the #1 rated customer relationship management (CRM) application.

EstiCentertm provides you and your staff with a complete 360-degree view of all your interactions with your customer from pre-sales to after the sale support, improving your relationship with the customer and your internal staff communications.

Whether at the strategic, management, or operations levels, the EstiCentertm Estimating System provides the right individuals with the right information at the right time. 

EstiCenter™ Estimating Highlights

• Estimates creation: May be developed in intricate detail, summary or any place in between!
• Scope of Work: Develop estimates to include the full scope of work, what's included and what's excluded
• Additional Items: Include add-ons in proposals for profitable additional work.
• Estimate criteria: Develop estimates in any criteria you want (lineal foot, square feet or you-name-in)
• Instant real-time access: Retrieve estimates and all communications instantly with powerful, high-speed search capabilities
• Communicate: Maintain internal or external notes by estimate
• Job Hazards: Communicate important job hazards to your workers
• Picture: Print color or black and white pictures (even from your cell phone) to easily communicate to your customer and your staff
• Directions: Provide clear directions to and from a job site in multiple languages.
• Gross profit by job: Calculate each job's gross profit before it starts!
• Accounting Integration: Integrate with your accounting system for timely and accurate billings and reducing tedious and error-prone re-entry of the same data.  (Optional add-on).
• Industrial and commercial jobs: Maintain bill-to, site and ordered-by contact information by job
• Customer communications: Maintain, track and see all communications with the customer
• Change Orders: Track change orders by estimate
• Microsoft Office: One-click integration with Microsoft Outlook, Word and Excel
• Warranty: Track labor, material and manufacturers warranties by job
• Much, much, much more....

 

Download PDF documents now:

 EstiCenter^tm Estimating overview

EstiCenter^tm Sample Proposal Agreement

EstiCenter^tm Sample Work Order

EstiCenter^tm Sample Job Hazards

 

Key Benefits

A key benefit of the EstiCenter^tm Estimating System is its ability to integrate any estimate or proposal with  InforCRM for a single and cohesive view of your relationship with the customer.  

The EstiCenter^tm Estimating System maintains all your estimates, proposals, work orders and job hazard information in a single and secure location which my be accessed anywhere, anytime and anyway.  All job attachments, emails, calls, activities, change orders, Notes/History and other related information are maintained by account, by contact and by estimate.  Additionally, the user can also access and retrieve documents, such as invoices, statements, purchase orders, credit memos – any report – easily at the click of a button!  Documents stored from internal or external sources are easily found and managed.  Now, more than ever, estimating is the center of your business activities.

Estimate and job management is a core foundation to an Integrated Technology Solutions strategy and business model 

Improves and enhances:

1. Business processes and profitability
2. Security of your data
3. Professional image
4. Report distribution to recipients
5. Management's access to timely information
6. Many other ways....

 

Reduces:

1. Communication time and costs by job
2. "Find" times from hours to instantaneous
3. Ongoing paper needs
4. Mailing costs - email estimates and proposals in PDF format
5. Many other ways....

EstiCentertm/Project Management User Options
Cloud	Local User	Mobile User	Remote Office	Remote User	Web
Yes	Yes	Yes	Yes	Yes	Yes

EstiCentertm/Project Management Application Integrations (Major)
Accounting/ERP	Business Alerts and Processes	Business  Intelligence	Customer Relationship Mgmt	Document Management	Microsoft Office (Outlook/Word/Excel)
Optional	Optional	Optional	Included	Optional	Included
The EstiCenter/Project Management application and associated data can exist on your network and under your control

This application assists organizations to completely control the access and distribution of information throughout the organization.