Watch Quotimation "at full speed" ...
These three screen casts have no
interruptions - there is no stopping to explain - so they show
Quotimation operating at realistic speed. All the other screen casts on this page stop to explain what is happening.
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Description
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| link | At full speed - no interruptions - Adding line items using the "combo" tool
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At full speed - no interruptions - Adding line items using codes / acronyms
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| link | At full speed - no interruptions - Adding line items from a list |
Features and Highlights
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Description
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| link | Adding line items using the "combo"
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Adding line items using codes / acronyms
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| link | Adding line items from a list
| | link | Adding line items using templates
| | link | Modifying an Estimate - changing rates, times, descriptions, adding lines, prices, part numbers, delivery status, report on status etc etc etc | | |
below are other key features that assist the Estimator ...
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Search, Navigation, and handling interruptions
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| link | Adding and editing your own Line Item Lists
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Reduced information overload
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Office Collaboration tools
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Shop Management
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Description |
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Shop Overview List
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ORM
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Description |
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Overview List - The ORM control centre
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Assigning an RFQ to an Estimate
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Create an Estimate and send to ORM
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Receive Assessor adjustments
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Sending a variation
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Sending a Tax Invoice
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PNET
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Description |
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Adding an Insurer (AAMI, GIO, Suncorp etc)
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EstImage
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Description |
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Setting up EstImage
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| General Estimating
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Description |
| link | Creating an Estimate using codes / acronyms | | link | Creating an Estimate using a selection list | | link | Adding line items using templates | | link | Modifying an Estimate - changing rates, times, descriptions, adding lines, prices, part numbers, delivery status, report on status etc etc etc
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How to Use Imaging
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Variations (a.k.a Supplements, Additionals etc)
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Portfolios - setting up the rates, rules, lists etc that will be used during quoting.
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| link | Quotimation provides two default Line Item Lists (Off/Near list & Left/Right list). Set your preference.
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Notes, History & Watches
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Printing and Emailing Estimates
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Recording Bookings & Confirmations
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Alerts |
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Invoicing |
Accounting
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Description |
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Export to MYOB Accounting Plus
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Transfer Quotimation Invoices to your Accounting package
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Site Administrator Tasks
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Description |
| link | Site Update
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Create a manual backup
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License information and update
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Managing Users
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(tbd)
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System Email set up
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General system set up
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