Sales Estimation
Manage Your Product.
- Define your product ranges, classes, and house types.
- Manage house facades, series, and product siting.
- Profile your product with unlimited attributes such as bedrooms, bathrooms, car accommodation ,etc.
- Centralise your product information to know what you sell, and what you build.
Price Lists & Variation Price Books.
- Manage and distribute your product price lists.
- Comprehensive variation price book management allows you to maintain your entire product catalogue.
- Define sections, items, standardised wording, add images, and more.
- Present content as notes, single items, or complex tables of multiple items/options.
- Apply validity to control the items that can be used by each company division, and can be applied to which house types.
- Maintain a full revision history of variation price book versions over time.
- Know what version a customer’s tender/contract is from, and know that a variation request will automatically get the latest pricing.
Lists, Lists, & More Lists.
- Easily maintain and distribute displayed options lists, inclusions lists, and upgrade/options lists.
- Create brochures, flyers, promotions and other marketing materials.
- All materials are linked to real pricing, and are updated immediately when prices change.
- Centralise your management and production of these materials from a single source of truth.
Template Magic.
- Create and categorise unlimited templates to streamline your documentation processes.
- Manage templates for complete homes, house and land packages, or simply the standard structure of tender, contract, and variation documents.
- Build mini-templates for the components of a home or process that can be combined in unlimited combinations.
- Control estate requirements, developer requirements, site costs/connections, and much more.
- The applications for sales estimation templates to streamline your processes are endless.
Produce Your Important Documents.
- Exceed expectations by providing fast and accurate price guidance at all times.
- Quickly produce quote, tender, post contract variation, and building variation documents.
- A full revision history of all documents is available in case the customer changes their mind, or there is a need to revisit where a change was made.
- Accelerate your tender, contract, and variation processes to secure the sale and impress your customer.
- Final variation lists, end panels, and master sales estimate processes ensure you’re across all of your important documentation
Monitor Margin, Stay Profitable.
- Accurately record the cost price of your product, variations, and everything you sell.
- Determine sell pricing with formulas, variables, and integration tools that work from real purchasing costs.
- Protect your margin, pass on increases, or simply monitor cost movement over time.
- Job cards, internal margin reporting, and margin analysis are some of the standard tools to ensure you remain profitable.