Libraries of Fully Customizable Scratchpads Available
BOM is Auto-Created When Products Are Added to Drawing Tool
Option To Import Visio
Sales team is Updated as Engineering Works Through Progress
Auto-Generates Flow, Wiring Drawings
Canned Sequence of Operations
Fast Drag and Drop Interface
Build Predefined Systems/Assemblies
Custom Cost Codes and Labor Groups
Bill of Materials
Add Products With Live Pricing
Integrated Valve Selection Tool n
Belimo Selection Tool Built In
Product Trees Help to Locate Part when Number is Unknown
Create Professional Binders with a Click
Linked into Project Management Tool
Choice to Include Datasheets
Order Directly to Source
Pull Line Items from Estimate
Integrated with some Brands.
Create Orders based on Prior Orders
Order Most Common Parts Quickly
- A wide range of error checking including the highlighting of removed items within an estimate as well as showing the quantities available.
- Automatically generated Title Blocks
- Add products from live pricing in our global library or your own.
- Product taxonomy/categorized tree helps find products when the part number is unknown
- Store Flow, Wiring and Sequence of Operations Diagrams with each system dragged over into an estimated and engineered system.
- Can import your Visio templates.
- A feedback loop is created between Engineering and Sales so updates are not missed in the estimating process.
- After a bid is awarded, a copy of the original will automatically populate to be compared with the original.
- Tight integration with our CRM as well as Bid, Document and Project Management modules
- Quickly create bids and copy full estimates from previous bids for both estimating and engineering purposes.
- Build your own customizable palettes
- Standard set of stencils and scratchpads included
-Submittals are generated and pushed into our powerful project management tool.
- Submittals can be managed and tracked as they go through submission, revise & submit and approval process.
- Choose if you want to include datasheets which are pulled live directly from manufacturers.
Integrated to process orders through EDI with;
- ACI (coming soon)
For the manufacturers/distributors that do not have an interface, the system will send an email with purchase order attached to reduce manual order entry.