NoteVault vs. QuoteSoft

It's is absolutely well suited for all daily reporting/documentation needs, also since it essentially 'self archives' you can revisit past projects by logging into the admin panel faster than going to my own archived job files. It saved our skin by documenting where a bad GC Superintendent had been giving false information to the office, and we were able to prove our conditions/progress and alleviate the issue. It's very well suited for large projects, and ongoing projects. A bit less suited for small fast service type projects. We keep one 'service' job open to document the fast turn over stuff to alleviate that issue.

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.

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• As a delay has occurred in the field, the foremen are able to report it immediately. The project manager now gets this information as it happened, not just trying to remember the next time they talk or see each other.
• As an RFI arises, the foremen can ask their questions immediately so that the PM can address it right away.
• We input our manpower on a daily basis, which helps us project where we are as it pertains to hours on a job.

• 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.

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• Difficult to bring back reports from the archives. I don't archive any more; I just sequentially date my projects and keep them all live.
• Notevault is set up for normal work shifts. But I mostly work night shifts from about 10 pm to 6 am. You then have to sort and filter the notes from two separate "days" in the system to get a coherent report from a single night shift. I live with it, but I don't like it.

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• 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.

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It flat works and has paid for itself quickly.

Simple use of functions. Majority of people can become familiar with this product fairly quick

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I have used both Raken and NoteVault. It is my preference to use NoteVault due to the simplicity of it. Raken tended to be a bit cumbersome. I did not like the photo features used with Raken as opposed to the very simple straight forward approach with NoteVault

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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.

Incentivized

Independently Invited by TrustRadius

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• Daily reports get published the following day after downloaded to NoteVault.
• From an executive standpoint, I am able to track the progress of each project on a daily basis and to be able to focus my efforts to the project that needs help.

• 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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info