| Partial
Listing of Key Features ... | |
|
Note: V = Version / 3.5 & 3.5.1 are the current releases |
V.3.5
Lite
| V.3.5.1
Enterprise |
| Advanced
Menu Navigation & Quick Start Menu System |
|
X |
| My Company Information
|
|
|
|
- Setup multiple reporting companies |
X |
X |
|
- Insert your company digital logo for reports |
X |
X |
| Customer Functionality |
|
|
|
- Generate map of Customer location (by assigned address) |
|
X |
|
- Get customer directions (from your location to Customer) |
|
X |
|
- Import of Customers from 3rd party software applications |
X
|
X |
|
- Customer email facility | X |
X |
|
- Customer database (not a spreadsheet) |
X |
X |
| Project Functionality |
|
|
|
- Track 3rd party Estimators |
X |
X |
|
- Labor, Material, Subcontract & Equipment Markups & Taxes |
X |
X |
|
- Customized report defaults by Estimate |
X |
X |
|
- Multi-Tax capability (Primary and Secondary for Canada Reqs.) |
X |
X |
|
- Markups (Profit & Overhead by Mat, Lab, Sub & Equ) |
X |
X |
|
- Project Photo database |
|
X |
|
- Calendar Management |
|
X |
|
- Project database (not a spreadsheet) |
X |
X |
| Supplier Functionality |
|
|
|
- Assign Suppliers to Items |
|
X |
|
- Generate map of Supplier location (by assigned address) |
|
X |
|
- Get Supplier directions (from your location to Supplier) |
|
X |
| My To-Do List |
|
|
| - Track
Tasks |
|
X |
|
- Advanced Tracking and Estimate Management (pop up features) |
|
X |
| - Advanced
Reporting features of tasks due |
|
X |
| Phase |
| |
|
- Define up to 50 Phase definitions (higher level Area rollups) |
X |
X |
| Area |
|
|
|
- Define Primary Areas and 10 associated Offsets per Area | X |
X |
|
- Define Common Virtual Walls, Interior and Exterior Offsets | X |
X |
|
- Assign Perimeter, Walls, Floors, Ceiling results to Estimate Items |
X |
X |
|
- Estimate Phase and Area Wizards |
X |
X |
|
Estimate |
| |
|
- Import/Export (save and retrieve) estimates to/from disk | X |
X |
|
- Estimate "Templating" - clone estimates to assign to Customers |
X |
X |
|
- Detailed & Advanced Estimate financial analysis |
|
X |
| - Estimate
maintenance utilities (using spreadsheet familiar format) |
X |
X |
| - Transfer
Estimate Items to multiple Areas |
|
X |
| - Merge
Estimates |
|
X |
|
- Create Manual Estimates |
|
X |
|
- Create an Estimate Wizards |
X |
X |
| Costbook Database |
| |
|
- Free 3000 Item Repair & Remodeling database |
X |
X |
|
- Import/Export of Item Costbook database to MS Excel | |
X |
|
- Full Item Costbook customization & support services |
X |
X |
|
- Internal Backup and Restore of Item database |
X |
X |
|
- Optional 60,000 Item Costbooks - Residential & Commercial data |
X |
X |
|
- Integration with selected Craftsman National Costbook databases |
X |
X |
|
- Regionalization of Costbook data |
X |
X |
|
- Crew Composition management |
X |
X |
|
- Labor and Productivity Rate assignments and management |
X |
X |
|
- Pre-Defined formulas for items using SF, LF and Volume |
|
X |
| Assemblies |
| |
|
- Assembly definition builder |
|
X |
|
- Assembly analysis utilities |
|
X |
|
- Transfer Assemblies to Item Costbook |
|
X |
|
- Transfer Assembly Itmes to multiple Areas |
|
X |
|
- Import / Export of Assembly database |
|
X |
| Construction Calculators |
| |
|
- Bid4Build Construction Calculator |
X |
X |
|
- Roofing calculator |
|
X |
|
- Stud calculator |
|
X |
|
- Concrete calculator |
|
X |
|
- Conversion Calculators |
X |
X |
|
- Expression Calculator |
|
X |
|
Reporting |
| |
| - Estimate,
Customer, Project, Supplier, Costbook reports |
X |
X |
| - Export
of reports to industry standard formats |
X |
X |
| - Advanced
Reporting controls & additional Reports |
|
X |
| - Print
report to screen or printer |
X |
X |
| - Report
output to PDF file format |
X |
X |
| - Report
Checker utility |
X |
X |
| Bid Package Management
System |
| |
| - Slice & Dice
an Estimate by multiple parameters to create bids |
|
X |
| Digital Photo Library |
X |
X |
| Tools & Utilities |
|
X |
| - Customize
screen colors |
|
X |
| - Password
features |
|
X |
| - Access
to Production download site for ongoing updates |
|
X |
| - MS
Access database utility (customize database & reports) |
|
X |
| Bid4Build Contract
Writer & Report Library |
|
X |
| Scheduling System |
| |
|
- Detail and Summary level scheduling |
|
X |
|
- Scheduling of multiple simultaneous projects |
|
X |
|
- Gantt Charts and Scheduling reports |
|
X |
|
- Direct integration with MS Project |
|
X |
|
- Direct integration with Excel |
|
X |
| - Direct
integration with QuickGantt |
|
X |
|
- Direct integration with VirtualBoss |
|
X |
|
- Scheduling by Phase/Area and/or Category specification |
|
X |
|
- Budget vs. Actual Analysis based upon productivity rates |
|
X |
| - Track
local materials & Suppliers |
|
X |
|
- Scheduling Reports |
|
X |
| Job Costing, Tracking
& Reporting |
|
X |
| Job Summary Analysis |
|
X |
| Tax Management System
(ideal for Canadian users) |
|
X |
| Change Orders |
|
X |
|
- Advanced Change Order Management |
|
X |
|
Invoices |
| |
|
- Partial Invoice billing |
|
X |
|
- Tracking of paid in full and partial paid invoices |
|
X |
|
- 30, 60, 90 day invoice tracking |
|
X |
|
- Invoice reporting |
|
X |
| QuickBooks Interface |
| |
|
- Import QuickBooks customers to Bid4Build |
|
X |
|
- Export Bid4Build customers to QuickBooks |
|
X |
|
- Detail and Summary Estimates sent to QuickBooks |
|
X |
|
- Detail and Summary Invoices sent to QuickBooks |
|
X |
|
- User-defined Income and Cost of Goods definitions |
|
X |
| Import / Export |
| |
| - Import
/ Export to Microsoft Project |
|
X |
| - Import
/ Export to VirtualBoss |
|
X |
| - Import
/ Export to MS Access |
|
X |
| - Import
/ Export to QuickBooks |
|
X |
| - Import
/ Export to QuickGantt |
|
X |
| - Import
/ Export to Excel |
|
X |
| Bid4Build Takeoff Live Integration |
| |
| - Ability
to import a Bid4Build Takeoff Live Plan Estimate |
|
X |
| Miscellaneous |
| |
| - CAD Interface |
|
X |
| - Mobile
Computing Interface (via Virtual Boss) |
|
X |
| Networking (multi-user
capability) |
|
X |
