ESTIMATING AND QUOTING

Invoice money

 

FIELDBOSS® has a sophisticated quoting tool and one integrated estimating process… even for big jobs! FIELDBOSS® includes additional information on products and costing, including labor hours on the quote. The inclusion of gross profit allows management to expand on the analysis and even project cash flows.

Detailed Quote

Detailed QuoteCreate a quote while sales opportunities. Use Word mail merge to create a work order in one click when you close a deal.

 

Budget Revenue and Estimated Cost

Edit a quote by cost category and automatically update the estimate/budget fields on a project. The estimate is fully integrated from sales to work orders. Overrides of markups and pricing can still be made on the estimate, but there is the ability for management to see them online in real-time along with the effect on profit and decide to approve or not.