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