of all upgrades are a direct result of feedback from contractors
using Service Estimator. The rest come from potential customers that
are trying the software for the first time on a trial basis
and like it, but have suggestions on how to improve it. They usually
end up purchasing the software*
We solicit feedback from
users around the world resulting in periodic, minor upgrades. These
upgrades are based on suggestions for improvement by contractors that have
specific needs, which generally benefits everyone. Some recent
Override From time-to-time an estimate needs to be adjusted in
order to negotiate the agreement with a customer. For example, your
estimate comes out at $12,280. The customer tells you that he will pay
an even $12,000. Do you tell them no...or do you negotiate the
difference? Now you can change the selling price without skewing the
override button has been added, which allows you to reduce or escalate
the annual value of the estimate. This will change the billing amount
and populate the new values in your estimate and reports. Disabling
the price override will cause your price to be recalculated back to
the original estimate values.
Proposals This form, accessible from the Console, has been
redesigned and now allows you to view, modify and refresh all of the
document templates in your Word library. You can also browse to a
different set of document templates that you may have created
elsewhere on your computer.
New Estimate The fields have been unlocked in the customer data
section allowing you to freely enter data on the fly if all you have
is the Customer Name in the list. Validation has been removed from all
fields except for the Location Name field, which remains a required
field prior to completing a new estimate record.
‘Copy Equipment Type’ feature has been added to the form
allowing you to duplicate an equipment type, including all labor and
materials data, as well as all related maintenance tasking. This will
prevent you from having to create new equipment data when you have a
similar type of equipment but need to identify it as something
Manager This form has been completely redesigned. The edit
feature has been disabled and the icons removed. The data fields have
been unlocked and you can now freely edit any of the data on the fly.
The Employee Name field remains a required field. You
can now edit the user name to be any name you want.
Easy to set up
and use An installation wizard walks you through the set up,
step-by-step. Also, our Support Website offers guidance and answers to
Frequently asked questions.
Users If you are using a trial version of Service Estimator
we encourage your feedback as well. Many customers have purchased the
software based on suggestions like, "If it would do this, we would
buy it." We listened...and promised the solution! Consequently,
everyone benefits from other contractors ideas about how the software
would better serve the needs of the user.