Integrated Estimating & Proposals.....
In QuickBooks, by creating a properly set up and coordinated Item List, creation of an Integrated Estimating and Proposal System can be inexpensive and easy to use.
If set up and used properly, the QuickBooks Item List can dramatically improve and simplify your company's operations, which inevitably improves your owner return. Unfortunately, we have found very few users that actually understand how to create, maintain, and use their item list. With the use of our custom created "Take-Off Sheets", many of our clients user lower paid clerical people to create their proposals and estimates. When printed, the proposals can be as simple, or as detailed as you like, but internally, you will always be able to get complete details.
Our fee to create an accurate item list is $45 per hour. Smaller lists can be very inexpensive. We have created lists that contain upwards of 12,000 items and those clients have proved to be some of our best sources of referrals. We also offer an option to train you or a member of your staff to create your own item list. (automatically includes job costing).