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Quoting

Accurately estimating job prices is an essential process in today’s complex business environment. Understand how much each job will cost to complete will help you ensure that you are receiving sufficient profits. With Simpletrak 2.0’s Quoting system, you will have the ability to price a job and then share that information with other parts of your company.

Ensure that your company’s quoting is a comprehensive process that is understood with all departments. By having effective communication and organization, profits will be maximized and costly mistakes will be avoided.

Benefits

Simpletrak 2.0’s Quoting system allows you to perform all activities in one space. By having accessible records of previous jobs, quoting can stay consistent and straightforward. Stop losing out on profits because of miscommunications and start understanding the true cost of each job.

Key Features

Contact Manager

Simpletrak 2.0’s CRM Contact Management System allows you to track leads, schedule follow-ups, and manage appointments. Ensure that you never miss out on a job again by staying organized and staying ahead.

Worksheet Interface

With all the requirements calculated on a single sheet, you will finally be able to understand the requirements for each operation, know all material costs, and stay on top of sub-contracted services.

Estimating To Order Wizard

Once you have established a pricing model and the customer has accepted your quotes, Simpletrak 2.0’s Estimating To Order Wizard will convert your estimation into a fully functional plan. This feature will allow you to maximize profits and avoid mistakes in a matter of seconds.

Multiple Job Capabilities

With Simpletrak 2.0’s Multiple Job Capabilities feature, you will have the ability to quote one job—or many jobs—on a single form. With the saved time and guaranteed consistency, your quoting process will be completely reformed.

Setup Sheet

Outline all requirements for a single operation with Setup Sheets. From tool selection to data configuration, all necessary information can be recorded and controlled in one, easy-to-use form.

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