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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
No
API Access
Has API
No
Integrations
Assisterr
No
BloFin
No
Coinbase One Card
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$9 per month
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
Yes
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
Yes
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
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
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
