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Estimation, Proposal and Contract Management
Streamlining bids, proposals and contracts with templates and workflows automation.Contractors and service providers need systems that simplify estimating, bidding and contract management. Our platforms generate quotes and proposals using templates and cost libraries. Version control and approval workflows streamline negotiation. Once accepted, contracts automatically populate project schedules, tasks and budgets. Integration with CRM captures customer information and historical bids. Change orders and variations are managed digitally with notifications and signatures. Dashboards display pipeline value, win rates and profitability. Document storage and audit trails ensure compliance. We also provide mobile access so sales teams can create and track bids on the go.
Start Contracting Now!Field Operations and Billing Integration
Connecting field execution with billing, inventory and customer communication systems.To connect field work with back‑office systems we provide mobile apps that capture time, materials and photos on job sites. Completed work orders automatically generate invoices and update inventory. Integration with ERP and accounting systems ensures accurate billing and cost allocation. Dispatch modules assign crews efficiently, optimizing travel. Customer portals allow clients to approve quotes, track job status and pay electronically. Analytics measure job duration, profitability and client satisfaction. Training and support programs help teams adopt the technology and continuously improve processes. Our solutions also handle warranty management and recurring service plans.
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