EXCLUSIVE INSIGHTS

BOQ Estimating with Recipes

Our exclusive advanced estimating solution provides a suite of widgets to manage bill of materials / bill of quantities estimates that require mark ups and budgets relating to purchasing and/or timesheets.

You can build estimates using templated items, recipes and create new items. All options provide full customisation to outline deliverables, link products and group items to generate tailored PDF proposals.

FEATURES

GENERAL:

  • BOQ Estimate field is now single lookup field (previously multi-lookup field)
  • BOQ Recipe field is now multi-lookup field
  • Supplier is retained as a text field (can be a lookup field for Zoho Ultimate Package users)
  • Can now store a rate table in the BOQ Item
  • Frequency Count is automatically updated based on selected Frequency
  • Prepopulates BOQ Template ID in BOQ Item Templates and BOQ Item Estimates

ADD RECIPE ADDITIONAL FEATURES:

  • Ability to retrieve, remove and clone existing Recipes
  • Ability to set Fixed Price option for all BOQ Items
  • Ability to lock Recipes that have already been converted

CONVERT TO QUOTE ADDITIONAL FEATURES:

  • Always default Enquiry to the most Recent Enquiry
  • Added optional Conversion Groupings: Groupings by Sub Total and Groupings by Conversion Type

OPTIONAL FEATURES:

  • Linked Recipes
  • Estimate Numbers
  • Enquiry Subforms

TOOLBOX VIDEO

Our Toolbox videos are fun and engaging, they will demonstrate software challenges faced by everyday customers. Watch them and see if your business can relate to the business processes and learn how we deliver solutions to the problems.

WATCH MORE VIDEOS

STEP BY STEP

Every step of software implementation relates to a process. We specialise in understanding each step a business needs and the processes required to deliver a smooth, simple and smart software solution. Today we have over 90 custom solutions designed to support many industries and businesses.

FIND OUT MORE

Reach out to our team if you would like to learn more about this process or other exclusive solutions.

CONTACT US

Every step of software implementation relates to a process. We specialise in understanding each step a business needs and the processes required to deliver a smooth, simple and smart software solution. Today we have over 90 custom solutions designed to support many industries and businesses.