Estimating and Bid Management
The Estimating and Bid Management module is designed to meet the specific needs of the residential construction marketplace. It produces various estimating reports, creates purchase orders in the Purchase Order Control module, and transfers budget information to the Job Accounting module.

The standard plan estimate is based on a set of master purchase orders for a specific model, with various options and alternatives applied in order to alter quantity or product information. The system produces a set of estimate purchase orders (a working plan), which the estimator can use to fine-tune the estimate and produce reports. The estimate purchase orders are then used to produce live purchase orders in the Purchase Order Control module and budgets in the Job Accounting module.

The Estimating & Bid Management module automates the repetitive process of preparing a start package and /or change orders for each new home. By choosing the homesite, the plan type, elevation, options, selections, and custom changes you can quickly create a full purchase order or change order package.

The following items summarize some of the important aspects of the existing capabilities of the Estimating module.

Features

• Purchase orders can be generated for specific purchases, by phase, or by range, to allow for normal construction cycle
• Detailed price catalogs are maintained for each subcontractor and supplier
• Construction phases can be defined and detailed estimates can then be created by phase
• An unlimited number of vendors can be assigned to purchase order templates (Master POs)
• Subcontractors and suppliers can be joined together to form Optional Vendor Sets
• An extensive series of updating utilities facilitate rapid production of estimates and easy maintenance of prices, quantities and the database
• Selecting options (changes in quantities) automatically impacts the final estimated budget
• Selecting alternatives (changes in products) automatically impacts the final estimated budget
• Product pricing can be kept by base price with percentage or fixed amount differentials between projects or phases
• Both future and current price catalogs are maintained
• Sales tax is computed at the line item level
• Ability to enter vendor price changes and recalculate an estimate
• Standard plan estimates can be modified for standard buyer upgrades and options
• Automatic calculation inclusive of inflation adjustment
• Automatic calculation and inclusion of overhead and profit adjustments

  Management Reports and Inquiries

  Estimate On Screen Inquiry Purchase History by Vendor Option Price Report Detailed Option Price Report Estimate PO Comparison Purchase History by Product

  Least Cost Vendor Inquiry Master Purchase Order Inquiry Inflation Report Least Cost Vendor Report Alternative Price Report Estimate Report

  Reports

  Request for Quote by Estimate Standard Plan Estimate List Request for Quote by Vendor

  Least Cost Vendor Report Master PO /Option Spreadsheet Purchase Orders

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Basic System ...

• General Ledger
• Accounts Payable
• Job Accounting
• Estimating
• Purchasing