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