Likelihood to Recommend
This is great if only used for job costing.
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Quotesoft again is very well suited to any estimating department. I recommend a large screen monitor, but it's far more convenient than the old quick pen table or other methods. It's been great for jobs post mortem as well, we'll go back over as builds and make sure we captured and adjust estimates or change orders. It's also great for illustrating changes, and having all be very accurate.
Read full review Pros Job costing. Job tracking. Progressive invoicing. Read full review Once you're over the learning curve, it's fantastic at getting accurate material takeoff. Because one is working off the real PDF prints of the project, it's very easy to get a good material list and takeoff. Excellent for giving options of transitions and allowing the user to account for the actual 3rd dimension of the project by being able to click and add the sections needed to transition between floors. The speed in which the user is able to takeoff is so much faster than traditional methods, and more accurate and easier to use than the other options on the market. Prints out great reports showing materials and hours, and lets you color code the systems while estimating so you know you aren't duplicating efforts. Very flexible as far as how it adjusts for your desired estimate. You can identify per floor, side of the building, system, etc. Allows for fast on the fly adjustments of sizes, materials and types of transitions with ductwork. Read full review Cons Syncing with QuickBooks could be a little better, only syncs to main customer and not projects. Does not have the ability to be used in the field. Cannot collect payment or invoice from the field, only office staff can do this which makes for a lot of missed money collection. Read full review I'd prefer an 'all in one' as opposed to modules. I believe it's offered in that fashion but it was a touch more expensive. I was able to negotiate a footage takeoff tool for piping, to make it easier and more economical to our specific use, which is 95% dry side hvac estimating. Would be great if it could be preloaded with Smacna or MCA factors for labor, and also would be great if there was a faster way to update material costs. You do need to stay on top of your material factors and make adjustments per the price of steel and other consumables. The industry has been stable lately, but if for some reason you were lax in updating labor and material factors, you could be off on the estimate. That's true of ANY software or even standard old school estimating approach. It does require a dongle and a per seat license. The one drawback I don't care for, in a small company with tight cash flow, I do have estimators sharing the seat and scheduling takeoff around each other. Pretty standard though. Read full review Alternatives Considered
Knowify does job costing which
does not, it syncs with QuickBooks a little better than
but does not allow our technicians to invoice from the field which is crucial.
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We were looking at this, as well as quick pen, and other industry standard programs like Wendes. QuoteSoft was far more versatile, user friendly and has proven to be the right choice. No specific equipment outside of a bigger monitor, ease of use, and tech support as well as the online training aspect was fantastic. Felt well supported while we rolled it out.
Read full review Return on Investment Keeps good track of all bills and expenses. It would be nice to be able to see a list of all bills and not have to look under each project/job. Allows us to see if a job is headed south and quickly correct it. Read full review First positive impact is time saved. We're able with our small team to estimate..ACCURATELY far more projects, thus winning more projects. Accuracy once we had our factors programmed is fantastic. It's tightened up our material and labor hours and made us more competitive Definitely has had a great return on investment. Helping to land more projects out of the sheer amount of available time to bid more, as well as being more confident in material costs. Read full review ScreenShots