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Description
An all-encompassing estimating solution suitable for any industry. Its adaptable nature stems from a versatile database, allowing users to modify estimate fields and cost basis categories as needed. You can organize your estimate items by various sections or locations, enabling the grouping of related labor and material components. Easily adjust the partitioning and grouping with a simple click of the mouse. Additionally, tailor your own nested sorting preferences for the reports generated from your estimates. You have the flexibility to personalize estimate fields, cost basis categories, and sorting options to meet your specific requirements. The tool also allows for the inclusion of working notes within the estimate and work order documents derived from the estimate. Furthermore, it enables the creation of formal bid and proposal documents, complete with tax calculations, markup, and shipping information, all formatted according to your company's branding or pre-printed templates. Finally, you can conveniently send your bid or proposal documents directly to clients via email through Estimate Master, streamlining the communication process significantly. This tool not only enhances efficiency but also improves accuracy in estimating across various business types.
Description
Oversee tasks for all members of your organization by uploading files pertinent to task list entries and adding relevant notes. Enhance your sales while minimizing the expenses associated with creating quotes. Generate service request PDFs and monitor service hours categorized by type, along with tracking significant resource hours. Established in 1995, Agent Technologies specializes in operational enhancements via software solutions and consulting services. Our clientele ranges from small enterprises to industry giants like Procter & Gamble, with a specific focus on manufacturing firms. This experience has equipped us to address diverse operational challenges effectively.
API Access
Has API
API Access
Has API
Integrations
Assisterr
BloFin
Coinbase One Card
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$9 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Coon Creek Software
Founded
2003
Country
United States
Website
www.cooncreeksoftware.com
Vendor Details
Company Name
Agent Technogies
Country
United States
Website
www.agenttech.com/xrp.aspx
Product Features
Construction Estimating
Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
