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 be used to simplify the creation of estimates and proposals, and completely eliminate any need to use word, excel, or expensive estimating software. Once an estimate is created, purchase orders and invoicing can be created in seconds. With the use of our custom "Take-Off Sheets", many of our clients use 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 for job costing.

Our fees to create Estimating and Proposal Systems vary depending on the number of items and your decision as to whether you wish to create your own items with our guidance, or have us create them with your guidance. For a demo and pricing, call 239-425-2613 or contact us by email.