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QUOTE
FEATURES
· Quickly Automates HVAC
Estimating and Proposals
· Creates Professional Sales
Proposals
· Proposals Are Easily Customized
by the Contractor
· Automatically Looks Up
Feature and Pricing Data for HVAC Equipment, Materials, and Labor. · Accurately
Estimates All Material and Labor Costs
· Built-in Library of A/C,
Heat Pumps, Furnaces and Boilers.
· Supplied with Model Data
from ARI and GAMA
· Contractors Can Add and
Delete Models to the Library
· Quotes Can Show From One
to Five Systems
· Both Heating and Cooling
Equipment Can be Included
· Boilerplate Text for Standard
Terms & Conditions
· Graphic Company Logos Can
be Printed on Proposals
· Imports Data from AUDIT,
RHVAC and CHVAC
· Customizable Material Check
Lists
· Optionally Links to Microsoft
Office/Word 97
The Elite Software Quick QUOTE program automates HVAC estimating and creates
professional sales proposals. QUOTE makes proposal generation fast and
easy by automatically looking up feature and pricing data for all types
of HVAC equipment and materials. With QUOTE, a contractor can quickly
and accurately determine the real cost of a job so that a competitive
and profitable selling price can be established. QUOTE comes with a database
of models containing air conditioners, heat pumps, furnaces and boilers.
Model data can be supplied for many of the top manufacturers.
QUOTE is also supplied with a database containing miscellaneous material
and accessory items such as ductwork, tubing, programmable thermostats,
electronic air cleaners, power attic vent fans, and more. Both the model
and material databases can be added to and revised by the contractor as
desired. Labor costs area accounted for as well. Sales proposals can include
up to five systems per quote. Each system can have both heating and cooling
equipment. Any desired features such as efficiencies, capacities, warranty
periods, etc., can be selectively printed for the proposed equipment.
Energy savings of the proposed equipment can be shown as well.
QUOTE can also print standard terms, conditions, exclusions, and special
notes. Proposed formats are easily customized by the contractor and multiple
formats can be maintained. QUOTE can print proposals on standard computer
to print your company logo at the top of the sales proposal.
PROGRAM INPUT
The QUOTE program is a true Windows program complete with toolbars and hyperlinked
help. All input data is checked at the time of entry so that
no improper data can be entered. Four types of data are requested: general
customer data, proposed equipment models, material, and labor items. The
general customer data includes the customer name, address, phone number,
and other such data. The desired equipment models are selected and all
the best selling features and costs of the proposed equipment are automatically
looked up. If a particular model is not in the model library then the
model can be entered manually. Models do not have to be selected if the
job is just service or plumbing related. Materials are then specified
and labor tasks are entered. Both materials and labor can be included
as taxable or non-taxable items. After the model, material, and labor
data have been specified, the contractor knows his actual costs and suggested
retail prices of all items. QUOTE then calculates and displays the resulting
profit margin, cost markup, and list discount of the total installed price.
PROGRAM OUTPUT
The Quick QUOTE Program provides five basic reports. One report is a single
page proposals that can list one heating and one cooling system. A second
report can list from one to three cooling and heating units. Multiple
units can be shown as alternatives or they can be quoted as an overall
system such as for a two story house. A third report shows available options
and accessories the home owner could consider purchasing for the proposed
system. The fourth report is an installer's report that lists a bill of
materials needed for a specific job. The fifth report is a detailed cost
report that lists the actual cost of every item included in the quote.
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