Estimating

Efficient and Accurate Cost Estimation is Key

At Evolution ERP, we understand that accurate cost estimation is fundamental to the success of your projects. Our Estimating module, a crucial part of our ERP ecosystem, empowers you to create detailed and precise estimates, ensuring that your projects remain on budget and profitable.

Streamlined Estimation Process

Streamlined Workflow:

  • Our Estimating module provides a streamlined workflow that simplifies the estimation process from start to finish. This means less time spent on administrative tasks and more time focusing on your projects.

Customizable Templates:

  • Create and save customizable estimation templates that fit the unique requirements of your industry and projects. Our user-friendly interface makes it easy to adjust templates as needed.

Real-Time Cost Data:

  • Access up-to-the-minute cost data from various sources within our ERP ecosystem, including inventory pricing, labor rates, and supplier quotes. This ensures that your estimates are always based on the most current information available.

Collaborative Tools:

  • Collaborate seamlessly with your team on estimates, making it easy to gather input and expertise from multiple departments or individuals. Keep all communication and documents related to your estimates in one place.

Multiple Costing Options

When it comes to cost estimation, we understand that one size doesn’t fit all. That’s why our Estimating module provides you with the flexibility to choose from multiple costing options, ensuring that your estimates align with your unique business needs and preferences.

Specific Supplier Pricing:

  • Opt for specific supplier pricing when you have negotiated rates with particular suppliers. Our system allows you to switch between supplier-specific costs live from the quoting screen for each line item, ensuring that your estimates reflect the agreements you’ve made and inventory availability. Have the supplier information travel with items to the project screen to be automatically purchased from the correct supplier by the Purchasing department.

Average Cost Calculation:

  • Calculate costs based on average inventory costs. This option is ideal for businesses that want to maintain pricing consistency across projects and minimize the impact of fluctuating supplier rates.

Set Cost Management:

  • Set fixed costs for materials, labor, or other expenses when you need precise control over pricing. This option is useful when you want to maintain cost predictability for your projects.

Pricing Against Inventory Availability:

  • Our module enables you to factor in inventory availability when estimating costs. This ensures that your estimates account for real-time inventory levels, helping you avoid delays and additional expenses caused by stock shortages.

With Evolution ERP’s Estimating module, you have the freedom to choose the costing method that best suits each project’s requirements. This flexibility empowers you to make data-driven decisions while tailoring your estimates to achieve optimal project outcomes.

Tabbed Quote Organization

Managing complex quotes has never been easier with Evolution ERP’s Tabbed Quote Organization feature. Say goodbye to cluttered spreadsheets and hello to a streamlined and organized quoting process.

Effortless Organization:

  • Create tabs on the quote screen, just like you would in a spreadsheet, to categorize different sections of your quote. Whether it’s product categories, project phases, or service packages, you have the flexibility to organize your quote the way you want.

    • Inclusions and Optional Extras:

    • Within each tab, easily designate items as inclusions or optional extras. This level of detail helps you clearly communicate with your clients, making it simple for them to understand and customize their order.

    Enhanced Clarity:

    • Provide a clear and structured view of your quote to your clients, making it easier for them to review and make decisions. Tabbed organization ensures that nothing gets lost in the complexity of the quote.

    Customizable Templates:

    • Save tabbed quote templates for recurring projects or product lines, saving you time and ensuring consistency across quotes.

    Collaboration Made Easy:

    • Collaborate with your team in real-time on the same quote, updating tabs and item details as needed. This feature enhances teamwork and ensures everyone is on the same page.

    Our Tabbed Quote Organization feature simplifies the quoting process, making it more efficient, organized, and customer-friendly. Experience the difference in how you present and manage complex quotes with Evolution ERP.

Quote Assembly for Complex Projects

Tackling complex projects or tender submissions often involves multiple components, each with its own unique requirements and pricing. Evolution ERP simplifies this process with our Quote Assembly feature, empowering you to bring together multiple quotes into a single opportunity for comprehensive pricing and project management.

Effortless Opportunity Creation:

  • Seamlessly assemble multiple quotes into a single opportunity, streamlining the management of complex projects. This feature enables you to view the project as a whole while maintaining the details of individual components.

Centralized Project Pricing:

  • Price complex projects or tender submissions as a collection of multiple quotes, ensuring accuracy and consistency across all components. This centralized approach simplifies cost estimation and helps you avoid discrepancies.

Holistic Project View:

  • Gain a holistic view of your project, including all related quotes, pricing details, and components. This visibility enables better decision-making and improved project oversight.

Simplified Project Management:

  • Manage all aspects of your complex project from a single interface, reducing administrative overhead and ensuring that nothing falls through the cracks.

Version Control and Collaboration:

  • Easily update and collaborate on the opportunity, keeping track of revisions and changes. Maintain version control to ensure that all stakeholders are on the same page.

The Quote Assembly feature in Evolution ERP allows you to tackle complex projects or tender submissions with confidence and precision. Bring together the various elements of your project, streamline pricing, and enhance project management—all within a single, integrated platform.

Accurate and Profitable Projects

Precise Cost Calculation:

  • Our Estimating module performs precise cost calculations, taking into account all relevant factors, such as materials, labor, equipment, and overhead. This accuracy helps you avoid cost overruns and maintain profitability.

Profitability Analysis:

  • Gain insights into the potential profitability of your projects through detailed estimates. Compare estimated costs to expected revenue to make informed decisions about which projects to pursue.

Historical Data Integration:

  • Leverage historical project data to refine your estimates further. Access past project details and outcomes to fine-tune your estimation processes over time.

Reporting and Analysis:

  • Generate detailed reports and conduct in-depth analysis of your estimates. Identify trends, cost drivers, and areas for improvement to continually enhance your estimating practices.

Ready to Transform Your Estimating Process?

If you’re ready to elevate your cost estimation process and improve project profitability, Evolution ERP’s Estimating module is here to help. Contact our team today to schedule a personalized demo and discover how our ERP ecosystem can streamline your estimating workflows and boost your bottom line.

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