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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
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. And, if you have the Multi-user version, you can install Service Estimator
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
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
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 into the console. You can access just about everything you need right here. The
control titles are pretty much self explanatory. |
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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 customer information you will need to produce a contract document. The proposal numbers are automatically generated each time you set up a new location. The
'Customer Name' dropdown control allows you to 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
and location address happen to be the same, 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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"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 |
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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
using Service Estimator. |
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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
several hundred filter & belt types and sizes pre-installed in this database. After you have
entered an equipment type and all relative data you can drop down to include belts and
filters from the subform below, as well as create a specific maintenance
task schedule. |
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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
the 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 |
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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
parameters once and all proposals
generated maintain the same profitability standards. |
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Default Estimate Rates
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| This form is protected from unwanted tampering by the Level 1 (Administrator) password.
When it is unlocked the text turns blue,
which means it is open in edit mode.
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Default Estimate
Rates
- Edit
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