Estimating + Quoting + Job Management

Our estimating software includes quoting and job management and is suitable for builders, contractors and suppliers. It comes with a pre-built template, which can be customised to suit your own business requirements. Each view has a Help button that links directly to its instructions for guidance.

Take a tour, select a view

Cost Schedule

Overview

The main quoting view, built up of Work Groups with interchangeable items for the job. Enter your supplier or sub-contractor quotes, material and labour quantities, or send them in from your Plan Scan on-screen takeoff. The contributing items from this view will automatically show as a print option for your Quotation.

Timber List

Overview

Select timber types and sizes and enter your timber quantities for the job to calculate their costs. You can also send quantities in from your Plan Scan on-screen takeoff. The contributing items from this view will automatically show as a print option for your Quotation.

Job Specifications

Overview

Enter your Job Specifications, Prime Costs and Provisional Sum allowances. This helps you track the actual costs and balances owing against your allowances. The contributing items from this view will automatically show as a print option for your Quotation.

Suppliers

Overview

Enter your supplier contacts or import them from MYOB or Xero. The contact details are used for entering supplier quotes, Purchase/Work Orders, Variations and setting up a supplier’s price list.

Cost Control

Overview

Used for tracking the jobs cash flow by entering the job’s expense invoices and employee labour against Cost Centre budgets. While entering your expense invoices, it allows you to send the invoice details to MYOB or Xero, preventing double data entry. It will also show an exact profit and loss in dollars and a percentage at any stage of the job.

Employee Labour

Overview

This is for entering each employee’s labour task, timeframe and cost, which gets allocated against its associated Cost Centre budget in Cost Control for tracking profit and loss.

Purchase Orders

Overview

Raise Purchase Orders, Work Orders and Quote Requests from the pre-entered items in the quote. This is a professional and organised way to order materials or labour with your business terms of trade attached. It shows a good history log to review previous orders.

Variations

Overview

For pricing and raising job variations for clients and sub-contractors, allowing you to split variation payments into different Progress Payment stage claims. It shows a good history log to review previous variations.

Progress Payments

Overview

Where the job’s Progress Payment stage claims are set up. Displaying a revised contract total with any adjustments due to Prime Costs, Provisional Sums and Variations, and allowing you to raise Sales Invoices and apply payments received. It will also show the current balance owing to date.

Workflow

SoloAssist is designed to support you throughout the entire job life cycle, from the initial estimate and quote or tender through job management to the final payment of completion.

Use SoloAssist to produce fast and accurate quotes for new homes, renovations, extensions, alterations, additions and small commercial projects. Load in a set of PDF plans and takeoff quantities directly on-screen or simply enter your quantities into the quoting template and let SoloAssist work out materials and labour required for the job. Once you win the job, SoloAssist helps you stay organised by producing purchase and work orders, variations, tracking expenses against budgets and managing payment stages.


Features

Sample Template (pre-built)
Job Specifications (prime costs, provisional sums)
Purchase, Work Orders, Quote Requests
Progress Payments (sales invoices)
Cost Control (profit & loss)
MYOB, Xero (integrated)
Variations (client & sub-contractor)
Price List, Live Pricing (import suppliers pricing)
Plan Scan (on-screen takeoff)
Print Quotations, Reports

Plan Scan

This is a SoloAssist Estimating addon solution that allows you to import plans and measure quantities directly on-screen, sending them into your quote as you go. Save time and increase your accuracy.

Learn more

Free demonstration available

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