Estimates, quotes, and purchase orders
Price a scope, ask vendors or subs for quotes, and compare them before you award.
Demo walkthrough
Silent · sample data · Northfield demo · fictional
Estimates & POs
Level 3 drywall
09-200 · Riverside · $186,000
Level 3 drywall
Out for quotes09-200 · $186,000
Ask for quotes from
Indy Mechanical, Summit Steel
Add quote requests
Quote requests added (not sent).
Caption 1 of 3
Price a scope and list who to ask. Adding the names does not send anything.
- Price a scope and list who to ask. Adding the names does not send anything.
- Award a received quote. That creates the purchase order and marks the other quotes on that scope not selected.
- The purchase order already exists. Sending it to the vendor is a separate step.
How it works
- Step 1Price a scope and list who to ask. That list is not sent
- Step 2Award a received quote and the purchase order is created
- Step 3The office sends that purchase order in a separate step
From a number to a PO
Awarding a quote creates the purchase order. Sending that PO to a vendor is a separate step the office takes. The estimating screen itself does not send anything.
The same job can carry the schedule of values through billing. Pay applications live with the office roles that are allowed to see money.