Customer History Report | The customer history report gives you a detailed history of a customer's transactions. |
Materials By Vendor Report | See all the materials you order from a specific vendor or a selection of vendors. |
Open Estimates Report | See all your outstanding estimates and customer contact information on a report to make follow-up with customers a breeze. |
Transactions By Date Report | See a report of all the transactions over a selected date range. |
Work In Progress Report | See a report of all the jobs in the shop, sorted by due date. |
Conversion Report | See how well you have been converting estimates to jobs over time. |
Sales By Salesperson Report | Monitor the performance of salespeople by seeing their sales over a period of time. |
I've been using Estimate since it was released to the general public and all I can say is that I love it!!! I found the set up fairly straight forward and with in about an hour I could already see that my profits would be going up. I used to pretty much price jobs off of the top of my head but sometimes I took it in the shorts! Now my pricing is consistent day in and day out. Well worth the money!
-- Greg Gulliford, Metro Signs and Banners