Job Costing and Estimating Software

Take the hassle out of your business paperwork - easily create quotes and invoices as well as tracking sales and sales probability in Jim2 Business Engine.

Creating quotes and invoices are a necessary but time-consuming part of any business. Jim2 Business Job Costing software makes job costing a breeze, then uses that information to monitor conversions from probable sales to actual sales, followed by streamlined invoicing. Simple, brilliant!

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Quoting

Each task undertaken in the Estimating process can be handled within the Quote form. The information recorded on the Quote form is used to monitor quote progress, to create a formal document for the customer to review and approve, to create reports & statistics for your own company use on probability for sales and to analyse quote reject rates, and typically to produce an ‘accepted’ quote on stock and pricing that can be turned into a Job and Invoiced.

The Quote Form itself is divided into 3 areas:

• The Quote Header is used to record Customer details, ‘required date’ and ‘valid until’ date, the name of the staff member adding the Quote, the customer’s Account Manager, a percentage indicator for the probability of acceptance on that quote, STATUS of the Quote overall.
• The Comment Grid is for the use of your staff to record text commentary needed to convey (internal use) messages on any aspect of the Quote. Note: These individual comments can be emailed about the work group or reproduced in full for accurate Quality records.
• The Stock Grid is for the allocation of Stock including Inventory, labour charges, tests & checks.

A Cost Tab is available for your staff to nominate negotiated vendor rates and preferred vendor for the product being quoted. This information will transpose directly to the Job created (on Quote acceptance) and consequent Auto-Create Purchase Order.
A Text Tab is available for your staff to add personalised text to the Quote. Default text (such as your company Trading Terms & Conditions) can be preset to insert automatically into every Quote.

The Quote form itself contains specific fields where information can be defaulted (using pre-set options & setups) or specifically entered by users. As any Quote is entered onto the system, it is tracked in real time. Each ‘edit’ is tracked with an automatic time/date/initial stamp.

Using Jim2 Quoting Software and Estimating Software is a breeze.

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Estimate Management

• Jim2 is supplied with an assortment of Quote (report) layouts, suited to standard A4 paper. Using Report Designer, you can create your own layout if preferred.
• Quotes can be printed/faxed/ emailed directly from your desktop. Emailed documents are automatically converted to a PDF attachment on a standard email, where you have the choice to add a general email body text.
• Lists of Quotes ‘in progress’ (not yet accepted or rejected) can be monitored and followed up by Sales staff using Status change/ Status Due sorting.
• Quote Lists sorted by Probability% and using ‘show total’ will produce an excellent Sales team meeting report, indicating up-coming Sales in a realistic way.
• Rejected Quotes add to overall performance statistics – how or why Quotes are rejected provides valuable information to Management and Sales teams.

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