Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The Quick QUOTE program features a user-friendly full-screen editing interface that streamlines the process with a straightforward "fill in the blank" approach. It ensures that all data entered is validated in real-time, preventing any incorrect information from being submitted. If users encounter any uncertainties about the information being requested, pressing the "?" key prompts the program to provide helpful guidance regarding the input requirements. Once the data entry is finalized, the information is securely saved to disk, allowing for easy access and modifications later on. The program requires four categories of information: basic customer details, selected equipment models, materials, and labor costs. The basic customer details collected include the customer's name, address, phone number, and similar pertinent information. Users can choose from a list of desired equipment models, with the program automatically retrieving the most popular features and pricing for these options. In cases where a specific model is absent from the library, users have the ability to input the model details manually, ensuring flexibility in the selection process. This comprehensive approach makes it easier for users to generate accurate quotes efficiently.
Description
uPlan will dramatically reduce the time it takes to plan and consult.
Get auto-generated documentation for your projects, including a wiring diagram, electrical cabinet layout, and bill of material.
Discuss the project with your client and provide a personalized quote for the various solutions you could offer.
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
First project is free
29 €/ month
159 €/ 6 month
319 €/ 12 month
159 €/ 6 month
319 €/ 12 month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
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
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Elite Software Development
Country
United States
Website
www.elitesoft.com/web/hvacr/elite_quote_info.html
Vendor Details
Company Name
uPlan
Founded
2018
Country
Hungary
Website
uplan.io
Product Features
HVAC Estimating
Billing & Invoicing
No
Commercial/Industrial
No
Cost Database
Yes
Data Import / Export
Yes
Equipment Maintenance
No
Financing Management
No
Labor Rates
Yes
Quotes/Proposals
Yes
Scheduling
No
Takeoff
No
Product Features
Electrical Contractor
Billing & Invoicing
No
Commercial / Industrial
No
Contract Management
No
Customer Database
No
Electronic Signature
No
Mobile Access
No
Quotes / Estimates
Yes
Scheduling
No
Time Tracking
No
Work Order Management
Yes
Electrical Estimating
Billing & Invoicing
No
Change Orders
No
Cost Database
Yes
Project Management
Yes
Quotes / Proposals
Yes
Takeoff
No
HVAC
Billing & Invoicing
No
Customer Database
No
Dispatch Management
No
Inventory Control
No
Job Management
No
Maintenance Scheduling
No
Mobile Access
No
Quotes / Estimates
Yes
Routing
Yes
Scheduling
No
Service History Tracking
No
Technician Management
No
Work Order Management
No
HVAC Estimating
Billing & Invoicing
No
Commercial/Industrial
No
Cost Database
Yes
Data Import / Export
Yes
Equipment Maintenance
No
Financing Management
Yes
Labor Rates
No
Quotes/Proposals
No
Scheduling
No
Takeoff
No