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The #1 Estimating
Software Solution for Commercial
HVAC Maintenance Service
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An
innovative new way to generate commercial
maintenance proposals.
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With over 30
years of industry experience...we know how to do it right!
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Service Estimator Pro is the easy-to-use program that lets anyone create professional proposals...FAST. You don't have to be experienced at estimating maintenance programs to get results with Service Estimator Pro. And, if you have the Multi-user version, you can install Service Estimator Pro on your laptop, generate estimates in the field, right at the customer's facility and synchronize your data with the server. This keeps your database current and all company records up-to-date.
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Service Estimator Pro has the following advanced features:
- Administrator
Protection
- Data
Synchronization
- Personnel
Manager
- Contact
Manager
- Business
Options Manager
- Built-in
Proposal Templates
- Built-in
Equipment database
- Built-in Filter and Belt Database
- Store
Site and Equipment Photos
- Built-in
Maintenance Task Database
- Over
30 Reports and Management Tools
- Advanced
Record Filters
- How
Do I...On-screen Help Files
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It's so easy to use! The main console gives you access to all of the features that are installed in Service Estimator.
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| Simply click the Service Estimator Pro icon on your desktop and login. Your user name and password is established by the Administrator during initial setup. Some areas of the program may be restricted unless you have been given Administrator privileges.
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Icon
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User Login
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There are a number of features built in to the console. You can access just about everything you need right here. The
control titles are self explanatory, but it's what's behind them that will impress you and your customers.
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Service Estimator Console |
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Simply
clicking "Create New Estimate" button on the console opens the
Estimate Generator, which is designed to capture all the information you will need to produce a contract document. The proposal numbers are automatically generated each time you set up a new location. The "Send Invoice To" control is a pull down list so you can select a pre-existing customer without having to type in new information every time you create a new proposal for that customer. And to make it even easier, if the billing address happens to be the same as the job site location, simply click the
icon to copy the data over to the Location Information fields. When the location record is saved the information is stored in the customers file as a "Job Site"
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Create New Estimate Form
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| The
"Customer Manager" contains all job site and billing
information, including Outlook Reminders and photo storage features.
Perform sorts by keyword, status and estimator. One of the most significant benefits of
this form is the snapshot of all available pricing options to view at a glance. No matter which maintenance program type you choose when you set up a new estimate, Service Estimator automatically calculates them all, which can give you a competitive advantage in advance.
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Customer Manager - List View |
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| The "Equipment Editor" allows you to view, add or edit a wide range of equipment types. If you come across a unique piece of equipment that's not in the list, you simply create the criteria based on your own experience. This is just one of the many ways you will continue to enjoy the benefits of not being restricted by a standard set of data values.
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Equipment Editor
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| From the 'Equipment Data' form you can access several hundred types and sizes of pre-installed equipment data, including control types. There are over 300 filter types and sizes and nearly 1,400 belt types and sizes pre-installed in this database. We have included a few operational options as well. For instance, you can identify operating hours, season factor and voltage/phase. You can indicate whether a unit has Heat or A/C only. Convenient pull down menus allow you to select fuel type. And when you're ready, you can drop down to include belts and filters.
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Equipment Data |
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| Track warranty requirements by including the current age of the equipment and the expiration date. The equipment detail report indicates in 'red', all of equipment that is, or is coming "Out of Warranty".
All of this so you can be better prepared to perform scheduled maintenance at optimum levels. We have made it convenient for you to create an estimate quickly, while giving you better control over your costs. This screen is so intuitive, you can even prepare future estimates based on the status of each piece of equipment.
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Filter
& Belt Data |
| "Filter Data" and "Belt Data" forms are accessible from the "Equipment Data" form to add type, size, quantity, change frequency, and cost per unit. Again, convenient pull down menus allow you to select type and size with ease. Equipment data is transferred to these forms and relates to the Equip ID specific for the location. And notice that you can add multiple belts and filters, for each unit, from one form.
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Filter Data
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Belt Data
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| Since service rates are usually based on market demand, we have included a "Default Estimate Rates" table so you can adjust the rates your company requires to stay competitive. You set these rates and markups once and all proposals generated maintain the same profitability standards. This form is protected from unwanted tampering by the Level 1 (Administrator) password. When the text is blue, the form is open in edit mode.
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Default Estimate Rates
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