EstiMate EditionsEstiMate Edition Comparison ChartFeatures highlighted in yellow are new for EstiMate 2011 |
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| General Features | |||
| Customer Dashboard to manage your customer relationships from one screen |  |
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| CRM (Customer Relationship Management) features | |
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| Multiple Historical Notes added to individual customer records. | |
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| Multiple Historical Notes added to individual vendor records. | |
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| "Discount" line items that affect only the line items above them on an estimate or job. | |
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| A Windows Service version of the Multi-User Server so that the admin does not have to be logged in for the Multi-User Server to run on your network server machine. | |
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| An easy Find Screen that lets you search transactions by amount, name, description, number, etc. rather than having to pop up the open list and sort through it. | |
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| Watermark text on proof images is customizable with your shop's name, branding statement, or any text you like. | |
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| Manage the flow of estimate stages in your shop through customizable status flags | |
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| Manage the flow of job & purchase order stages in your shop through customizable status flags | |
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| File Attachments added to individual customer records. | |
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| Vendor Dashboard to manage your customer relationships from one screen | |
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| VRM (Vendor Relationship Management) features | |
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| File Attachments added to individual vendor records. | |
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| Purchase Orders - manage all your purchasing activities in EstiMate. | |
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| Built in support for working days when scheduling jobs | |
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| An integrated Job Timer that allows multiple logged in users to log into a job in the system and track actual work time against expected work time. | |
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| Individual machines (printers, etc.) can have a custom hourly rate | |
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| Quote Jobs Using Any included or Purchased Plugins | |
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| Print Estimates | |
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| Fax Estimates via your Fax Printer Driver | |
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| Email Estimates as PDF files | |
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| Hourly Rate Wizard For Determining Your Shop Rate | |
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| Maintain Your Labor Rates | |
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| Support For Unlimited Sales Taxes | |
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| Support for Sales Tax Groups | |
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| Customizable Customer Discounts | |
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| Customizable Estimate Terms | |
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| Custom Messages To Go On Estimates | |
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| Unlimited Customizable Cover Letters To Attach To Quotes | |
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| Multiple Quantity Discount Methods | |
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| Customizable Upcharges | |
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| Backup / Restore Data Files From Within EstiMate | |
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| Include your shop's logo on your quotes | |
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| Print Estimates To PDF, XLS, HTML | |
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| Multiple Salespeople Can create Estimates | |
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| Maintain a list of your Vendors | |
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| Maintain Customer List | |
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| Complete History of Customer Quotes | |
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| Historical Archived Quotes | |
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| Import Your Data From EstiMate 1.98 or EstiMate 1.99 | |
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| Import Contacts From Delimited Text Files | |
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| Support for QuickBooks Link | |
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| Support for EstiMate Multi-User Server | |
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| Check Data In / Out of your shop to quote jobs from your laptop in the field | |
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| Integrated Reporting | Professional |
Enterprise |
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| Customer History Report | |
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| Materials By Vendor Report | |
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| Open Estimates Report (for follow-up with customers) | |
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| Transactions By Date Report | |
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| Work In Progress Report | |
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| EstiMate -> Job Conversion Report | |
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| Job Management Features | Professional |
Enterprise |
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| Convert Estimates To Jobs | |
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| Print Invoices To PDF, XLS, HTML | |
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| Print Work Orders To PDF, XLS, HTML | |
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| Print Packing Slips To PDF, XLS, HTML | |
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| Print Job Material Lists To PDF, XLS, HTML | |
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| Multiple salespeople can create invoices, work orders, packing slips | |
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| Complete history of customer orders | |
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| Historical archived job records | |
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