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Estimating and quoting
Quoting and estimating module drives you to sell more at top margin
Manage all your prices in one central place using lists
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Clarity Estimating and Quoting Software is designed so you can quote and estimate with accuracy, every time. Enable fast, consistent pricing with set margins and costs, so no matter what request comes in, you have the knowledge to quote at your fingertips. There’s no job too complex for our best quoting software to handle.
Strengthen your quoting and project management processes with Clarity Software and see how much our solution can improve your business output.
It’s simple – it’s job estimating software with Clarity.
Strengthen your quoting and estimating process with Clarity Software and see how much our solution can improve your business output.
Our online quoting software uses functions such as pre-set margins and costs to ensure that you never mis-quote again. Input external costs from suppliers or other third parties, adapt pricing to fit customer agreements, and quickly quote for common items and replacements. We’re confident that with our job estimating software, you can guarantee accuracy.
When quoting and estimating is handled by different teams, you can end up with differences due to style. Ensure you’re sending out consistent, professional-looking quotes with cost breakdown, line-by-line item descriptions and detailed customer specifications. Set up a template that everyone in the business follows for quotes that hit the mark every time.
When a customer knows they can rely on you to produce what they need, chances are they’ll become returning customers. Save time and effort by producing repeat quotes for orders like this by choosing the best quoting software that fits the needs of your business and customers - keeping everyone happy.
Track when quotes are sent, to which customers and by whom to ensure proper follow-up actions are taken and increase your chances of winning the business. Measure your profit via job reporting software, analysing profit margins and sales figures to see which customers are bringing you the most money, and see how you could help increase those numbers.
Each Quote (job) has a unique reference. A job progresses from Enquiry, Estimate / Quote, Confirmed Order, Delivery stages, Invoicing and collecting the money. Once a job is created, these are easy click through stages. It also accounts for exactly who did what during the quotation process as many colleagues may end up dealing with the client and amend the job on its route to completion.
During Estimating / Quoting a customer may change their mind, refine their requirements or you may make optional offers. These are all handled by Job Revisions. These are uniquely numbered.
It is also possible to easily pull back a historic job or job item from the database and copy these to new jobs for different clients. This saves huge amounts of think time and speeds up the quoting process with accuracy as you learn from what happened last time taking this into account in the new job
With accurate costs in your price list and an easy way to add quantities of everything on to a job, the margin for each item and the whole job is known.
Clarity has a two-way link to the most popular Accounts systems. Through this seamless link it is easy to send invoices to your accounts system, check off who has paid and see at the time of quoting who is owing money within credit limit and who is over. It is possible to set a block on supply so that no-one in your business continues to take orders from bad payers.
Clarity’s give you a distinct edge over your competition. Having accurately defined costs in your price lists and an easy way of deciding the quantity’s of all of the materials, labour, machining, delivery costs Clarity tells you the expected profit on each line item of a job and the total for the entire job.
Very complex calculations where material yield and wastage calculations are required usually need expert knowledge. Clarity can assist with these calculations and make sure all options are considered and nothing is forgotten. Specific estimating Calc Wizards* allow guide users to define very accurate pricing including material yield calculations which give you quantity supply calculations for any size and process including finishing and delivery. It takes seconds to configure the customers needs in a Calc Wizard. Once set you can see how the price for 1 off or any qty can vary hugely, showing you the exact margin, which can be set following price negotiations.
*Extra module – Clarity Pro Premium and Enterprise
At the time of quoting it is important to know what materials are available and what can be used to supply. Clarity’s stock system keeps account of full and part used items. These could be offcuts or amount left on a roll of material that you don’t want to unravel to check the available length.
The stock system is extricably linked to Purchasing* where stock replenishment may be needed or the item may be on order awaiting Goods In
*extra module in Pro and Go