Track Leads/Opportunties
Track Buildings or Customers
Log Service Sales Activities
Fast & Easy Mobile Interface
Agreements by Equipment Type
Customize Labor Rates
Calculate Time to Complete Tasks
Custom Equipment or Canned
Generate Professional Proposals
Multiple Level Agreement Pricing
Price Equipment Repair Quotes
Fast Drag & Drop/Line Item
Custom Cost Codes
Custom Labor Rates
Travel Calculator
Generate Proposals
Create instant submittal binders
Automatic table of contents and tab separator sheets
Live documents directly from manufacturers
Fast & Easy Mobile Interface
Screen by Screen Entries
Send Proposals From Your Phone
On Device Customer Signature
Tracked in CRM
Manager Approval System
Mobile Service Repair Tool in Spanish
User Setting Available for Spanish Interface
Combination of MCSA standards with adjusted valued based on 150 years of experience. This is Bidtracer 2.0, a complete redesign of our initial tool.
In this new design we made it easy to configure labor, parts, material on each equipment size with a quick method of cloning size changes.
Users can now combine multiple service departments into one proposal. HVAC, Controls & Security, etc. can be proposed as one package.
Choose equipment to see all the sizes available, and simply build the different sizes of equipment by cloning, then making the adjustment and saving.
It takes minutes per size, so with the 75 different equipment packages provided and an average of 10 different sizes, a completely customized equipment pricing program takes just over an hour to build.
As equipment is selected, tasking and sub tasking breakdown will summarize labor involved. Tasking is auto-populated and can be adjusted per requirements.
Any tasking not included per the customer's service level will still be shown in order to upsell for the next level of service. Tasking can be exported giving the Technician a checklist to ensure all tasks are completed.
