October 17, 2018. Written by Michelle Colbran (Founder of SOS Consulting)

Estimates

• Excel (CSV) import option.
• Template quotes
• Estimate formatted and sent to clients for electronic signatures
• Purchase orders can be created from Estimate line items to populate the scope of works
• Prime Cost Items (Selections) and Provisional Sums (Allowances)
• Ability to link successful tenders to the estimate
• Margin or mark up calculation
• Grouping of line items and controls to hide and show breakdowns, values/items