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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
Upcrest is a versatile software solution designed to accommodate multiple companies, locations, users, and currencies, all while being highly customizable and parameter-driven. Its user-friendly installation process and intuitive interface make it accessible for everyone. Users benefit from on-screen assistance and a comprehensive manual that enhances their experience. This software is particularly advantageous for groups of companies that share common data, such as customers, suppliers, and products. With "Upcrest," data segmentation can be managed through user permissions, allowing tailored access for each company. This functionality streamlines the automatic generation of documents between companies in the same group, exemplified by how a Purchase Order from one entity can seamlessly transform into a Sales Order for another. Moreover, consolidated reports, including Balance Sheets and Profit & Loss Accounts, can be easily accessed, providing a comprehensive view of financial health across the group. Additionally, "Upcrest" enables collaboration and data sharing from various physical locations, making it an essential tool for modern businesses.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
No
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Coon Creek Software
Founded
2003
Country
United States
Website
www.cooncreeksoftware.com
Vendor Details
Company Name
ANAND ERP
Country
India
Website
www.upcrest.com
Product Features
Construction Estimating
Accounting Integration
Yes
Audit Trail
Yes
Bid Management
Yes
Billing & Invoicing
Yes
Building Product Database
Yes
Calculators
Yes
Change Orders
No
Contract Management
No
Cost Database
Yes
Customer Management
No
Customizable Templates
Yes
Electrical Estimating
Yes
HVAC Estimating
Yes
Historical Database
Yes
Job Costing
Yes
Plumbing Estimating
Yes
Price Data / Price Books
Yes
Project Management
Yes
Quote Management
No
Reporting/Analytics
Yes
Scheduling
No
Subcontractor Management
No
Takeoff
No
What-if Analysis
Yes
Product Features
ERP
Accounting Integration
No
Accounting Management
No
CRM
No
Dashboard
No
Distribution Management
No
Enterprise Asset Management
No
Financial Management
No
HR Management
No
Inventory Management
No
Order Management
No
Project Management
No
Purchase Order Management
No
Purchasing
No
Reporting/Analytics
No
Sales Management
No
Supply Chain Management
No
Warehouse Management
No
Fixed Asset Management
Asset Budgeting
No
Asset Lifecycle Management
No
Audit Trail
No
Barcoding / RFID
Yes
Depreciation Management
Yes
Disposal Management
Yes
Document Management
No
Inventory Tracking
No
Tax Management
No
