Quoting and estimating, checked against what the job really cost.
SETRA prices a job from its parts list, sends the quote as PDF or Word and carries it into the order. When the job runs, you see whether it earned what you quoted, so the next quote is better.
A quote is a guess until you check it.
Most shops quote from experience and a spreadsheet, then never find out how close they came. Jobs that lose money get quoted the same way again, and jobs that pay well get discounted to win the next one.
What changes with SETRA.
Quotes from a real parts list
Build the parts list for the job, or bring it across from Excel, and see what the job should cost before you price it.
Every price change has a reason
Discounts, price corrections and changes of scope on a sent quote are recorded. Later you see how much you gave away.
From quote to order without retyping
The order takes its lines from the quote. Changes the customer asks for later are recorded against the order.
Quoting questions.
In what format are quotes sent?
As PDF or Word, so you can send them as they are or adjust the wording first.
Can we ask suppliers for prices before we quote?
Yes. Request prices from your suppliers for the parts you buy in, and keep their quotes in SETRA.
How do we know whether a quote was right?
Every job shows the margin you quoted next to the margin so far. You see which jobs earn what you quoted and which don't, while they are still running.
Can we bring our existing parts lists?
Yes. Parts lists and materials come across from Excel or CSV files.