Today I’d like to show you one of my favorite new features in EstiMate 2011 – File Attachments.
This Enterprise-level feature allows you to attach any file to customer records, vendor records, estimates, and jobs.
Now you can keep all the paperwork related to a specific client attached to their record in your database, or all the paperwork related to a specific job attached to the job itself.
When I first wrote about the new customer dashboard in EstiMate 2011, we got a flurry of requests for more information.
Today I’ve made a video that shows the Customer Dashboard in action for you, and some of the new features that are available with it, such as notes, file attachments, customer metrics, and the merging of customers and their histories. This overview shows you how this insanely powerful new tool can give you laser-like focus on your work, your customers, and their value to your business.
I’ve got huge news today… on October 1st, we are releasing a new version of EstiMate that’s absolutely packed with new features.
We have come a long way towards fulfilling our original mission: providing rock solid pricing software and “light” shop management tools to sign and graphics companies. EstiMate has arguably established the standard for pricing sign work and helped literally thousands of sign shops find profits they never thought possible. We are grateful beyond measure for the customer and industry support we have experienced.
Now that we have reached this point, it’s time to push forward and evolve EstiMate with a tidal wave of capabilities and enhancements!
EstiMate 2011 ups the ante by deeply improving the “speed quoting” features of EstiMate 2 and bringing a more robust feature set to the shop management side of things. Such additions as business insight, customer metric measurement, purchase order generation and workflow management tools really round out the software.
