@QuotePlus was originally designed to handle materials by the square foot (such as insulation or drywall), but has been expanded to handle product lines that are tracked by the unit (such as fireplaces or windows) or by linear footage (such as closet shelving or gutters), or to mix-and-match as needed. It is well suited to industries such as construction, insulation, drywall, and roofing, and can handle both residential and commercial jobs.

To make it an even better product, we welcome input and suggestions from our customers as to how to improve the package, and we put out updates to the software with new features on a regular basis. This way it becomes the ideal application for your business, since it was built for your business!

Take a look at some of our features:

Features

Clients & Jobs

• Easy-to-use, easy-to-learn, point-and-click interface
• Goto feature allows easy jumping from one job to another
• Track detailed client information
• Pre-assign salespeople and price levels to specific clients
• Enter unlimited contacts and assign them to jobs
• Breaks jobs into phases for easier tracking, invoicing, and costing
• Free-form notes capability allows you to store whatever amount of information you need on clients and search for it in reports
• Powerful copy feature makes every job a model (template) and makes bidding a snap
• Several styles of proposals and work orders available to suit your needs
• Easily override pricing on multiple levels
• Work orders detail units/pieces of material to be used on each job
• Work orders can be run by scheduled date and truck/crew, with a summary load sheet to tell the installers how much material to load on truck
• Prints maps and driving directions (in English or Spanish) on the work order

Inventory

• Unlimited number of price levels for each material in inventory
• Up to nine labor expense levels to add labor into material cost
• Easy inventory quantity updating
• Update inventory pricing/costs on a range of items in a single stroke
• Usage tracking deducts from inventory as orders are filled
• Monitor quantities of material reserved for confirmed jobs versus un-committed material
• For items that are commonly used together, you can create 'kits' and then put the desired number of kits on the job
• @QuotePlus interfaces directly with CertainTeed's Order Manager to make materials ordering a breeze

Salespeople

• Calculate commissions by job or by phase and exclude unpaid invoices and adjustments
• Calculate commissions as a straight percentage or on a sliding scale based on job profit and job type
• Easily track status of bids and jobs by salesperson

Users

• Easily define what users are allowed to see and do in @QuotePlus
• Audit Trail report shows what users have been up to

Labor

• Keep track of multiple installers and determine what each gets paid from each job
• Pay out labor on jobs at the phase and/or individual item levels
• Pay labor based on percentages of pools, flat dollar amounts, hourly rates, piecework, or mix and match any of these methods
• Payroll interfaces for ADP PC/Payroll for Windows®, Paychex™ and Ceridian™ (and others as requested)
• Interface directly with ADP's PC/Payroll for Windows® to save time keying payroll for installers

Scheduler

• On-screen Scheduler makes scheduling jobs/phases easy
• Drag-n-drop jobs onto scheduler to schedule them
• Color-code timebars for different phases
• Client and job icons are color-coded to show you their status at a glance
• Can be used to schedule installers, inspectors, supervisors, trucks, crews, or whatever you need
• Jump to desired job right from the Scheduler

Sample Scheduler, with color-coded timebars and Client and Job icons.

Accounting

• Full A/R functionality, including aging, payments, adjustments, etc.
• Apply deposits to open jobs that have not been invoiced yet
• Interfaces to MAS90®, QuickBooks®, Peachtree®, and ComputerEase™ (others as requested)

Reports

• Built-in reports feature powerful sorting capabilities, allowing a single report to fill many roles
• Easily e-mail and/or fax reports right from the screen
• Reports can be saved and viewed in other applications
• Specify which users can run which reports
• View reports on-screen to save paper
• Detailed job material cost reports
• Client proposal shows specified items and price difference for optional upgrades

Sample Job Cost report, with options shown in alternate color:

Contact us today for a demo!