DM Est.Hist Demo

Estimating/Budgeted Hourly Rates

Management Information Systems

Customer Service Software

E-Commerce Solutions

The Estimate History Program allows you to record estimates and use the

data to find estimates, and analyze the estimates. Each estimate is saved into

Estimate History

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Use the many filter options to quickly access specific estimates to find

the information you require

To find a specific estimate for re-quote enter the Customer name and the

date range and the software will display only the estimates that match the

criteria

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The filter/sort option will even allow you to enter key words in the title or

description and find all estimates with that combination of letters in that field

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The Estimate History will provide many reports Including:

Summary by Customer/Sales Rep/Estimator...

Won/Loss by Customer/Sales Rep/Estimator...

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Track Customers that may be using the competition because they haven't

requested an Estimate within a certain time period

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Track large estimates for follow-up to ensure you don't lose a job due to incorrect or mis-information

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Estimate History is also an excellent tool to analyze your customer base as to Won Loss Ratios and average markups based on Customers, Salesreps, Estimators and Product Type.

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Estimate History is also an excellent Sales development tool to ensure that sales people are following up estimates and bringing estimates to your company that reflect the type of work that you perform efficiently and profitably.

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