Easy Estimating

Pro DBX’s Easy Estimating App works well with Project Management and helps you and your sales reps generate quick and instant estimates even on the field. Simply setup your materials and labor items into complex sets, then have your sales reps build out estimates, proposals, and quotes using the Pro DBX Easy Estimating App.

Organize Your Materials and Labor

Pro DBX allows you to create custom sets and estimates you can build. These allow your sales reps to select from your full-range of options. When a set is added to an order or a job, Pro DBX will automatically use all of your predesigned settings to create a visually appealing price quoting engine for your sales reps.

1. Materials

  • Create Material stock items for the products you sell or install.
  • Set your price per-unit, along with available vendors and their corresponding costs.

 

2. Labor

  • Create separate Labor stock items for each materials where installation or other labor is provided.
  • Designate if this labor is completed by an outside vendor or contractor, or by an in-house employee or DBX user.

3. Attributes

*(Not available on Express Packages)

  • Apply attributes for various colors, shapes, sizes, and other configurations for your materials.
  • Each attribute can be available from multiple vendors, and can either raise, lower, or keep the material price consistent.
easy estimating stock

4. Stock Sets

  • Create Stock Sets to include one or more materials items.
  • Add corresponding Labor stock items to complete the set.

5. Complex Set

  • Create Complex Sets to include multiple Set items, along with additional Materials and Labor if needed.

6. Phases

  • Organize and divide Complex Sets based upon phases for ease of use while creating estimates.

Quick and Instant Estimates, Proposals, and Quotes

Using Pro DBX complex sets, your sales reps can build estimates, generate proposals, or provides quotes in the field in a matter of seconds. Each predesigned complex set is converted into a visual step-by-step menu, with all price and cost calculations made according to overall quantity.

Next app: Project Management

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