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Pro
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XPM
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XPE
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| Auto
Enter Client Name, Address, and Phone Numbers |
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x
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| Store
Project Name and Address |
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| Store
Project Contacts and Phone Numbers |
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x
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| Auto
Dial Phone Numbers |
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x
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| Send
e-mail |
x
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x
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x
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| View
Web Pages |
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x
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| Store
Site Information |
x
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| Automatically
Track Project Status and Dates |
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| Store
Permit Numbers |
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| Print
Work Orders |
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| Store
Field Surveys |
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| Store
Photographs |
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| Store
Notes and Status Information |
x
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| Auto
and Manual Entry of Project Activities |
x
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| Gantt
Chart with Estimated and Actual Task Duration |
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x
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| Set
Category, Assignment, Priority, Status and Color Codes |
x
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| View
Chart by Category and Assigned Team Leader |
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x
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| Each
Line Item Has It's Own Tasks, Estimate, Duration, and Resource
Lists |
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x
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| Master
Task List with Estimated and Actual Hours for All Projects |
x
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| View
Budgets and Allocations for Task, Projects and Events |
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| View
Task Allocations for Individual Members and Selected Dates |
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| Auto
Adjust Dates for Entire Project |
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| Team
Members Tasks are Displayed in each Members Schedule |
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| Store
Frequently Used Estimate Items with Prices |
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x
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| Enter
Daily Time in the Duration List |
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| Write
Purchase Orders from the Resource List |
x
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| Reimbursement
and Check Lists |
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| Totals
Include Production Estimate and Cost Comparisons |
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| An
Overview Including all Projects to Edit Team Members Daily Task |
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| Schedule
and Manage Tasks for Each Team Members |
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| Schedule
Service or Company-wide Tasks |
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| Display
by Day, Week, or Month Calendars |
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| Tasks
Displayed by Categories |
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| Schedule
Advance Notifications |
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| Schedule
Re-occurring Tasks |
x
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x
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| Auto
Roll-Over of Uncompleted Tasks |
x
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| Create
and Print Bid Request and Purchase Orders |
x
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x
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| List
and Access Purchases for Each Project |
x
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| Over-Billing
Notification |
x
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| Keep
Total of Multiple Shipments and Invoices |
x
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| Over
Billing Notification |
x
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| List
Purchase Orders by Status |
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| Stock
Withdrawals |
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| Auto
Enter Pricing from Material File |
x
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| 3
Levels of Client Pricing |
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| Print
Proposals |
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| Print
Invoices |
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| Multiple
Billings |
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| Payments
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| Record
Payment and Check Number |
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| Contact
Bookkeeper |
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| Store
Notes and Tasks |
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| Print
Client History |
x
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Store
Business Overhead Cost %: Payroll,
Insurance, Benefits |
x
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x
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| Store
Sales Tax and Labor Rates |
x
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x
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Overhead
% for Estimating and
Profit: Material,
Labor, Quotes, Misc |
x
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x
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| Project
Planning |
x
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x
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| Outsource
Management |
x
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x
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| Project
Cost Management |
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| Aging
and Billing Reports |
x
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| Project
Lists |
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| Custom
Status Reports |
x
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x
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| Staff
Meeting Report |
x
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x
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Duration
and Team Members Report with
Estimated and Actual Time |
x
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| List
of Outstanding Quotes |
x
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x
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x
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| List
of Project In Progress |
x
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x
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| List
of Completed Project not Billed |
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| List
of Projects Invoiced not Paid |
x
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| Custom
List |
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| All
Lists Include Totals |
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| Unlimited
Client Records with 40 Information Fields Each |
x
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x
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| Customizable
Categories for Types, Members, Associations and Ect. |
x
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x
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| Tasks
and Notes for Each Client |
x
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x
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x
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| Additional
Contacts and Client Activity List |
x
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x
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x
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| Search
and List by State, Zip, Business Type, Member, Associations,
Etc. |
x
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x
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x
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| Print
Labels |
x
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x
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x
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| Mail
Merge for Letters, Emails, and Forms |
x
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x
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x
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| Create,
Store and Print Unlimited Form Letters |
x
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x
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x
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| Create,
Store and Send Unlimited Form E-mails |
x
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x
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| Create,
Store and Print Unlimited Form Forms |
x
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x
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x
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| Full
Scale Estimates |
x
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| Quick
Takeoffs and Change Orders |
x
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x
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x
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| List
and Access All Estimates for Each Project |
x
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| Project
Budgeting (Manual and Auto Updates) |
x
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x
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x
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| Material
and Labor Job Cost |
x
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| Customizable
Takeoff Lists |
x
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| Unlimited
Items with Labor and Material Cost |
x
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| Unlimited
Customizable Assemblies |
x
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| Estimate
Totals Broken Down to Areas on Plan Sheet |
x
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| Unlimited
Plan Sheets |
x
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| Unlimited
Areas per Plan Sheet |
x
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| Each
Area can be Multiplied by a Quantity |
x
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| Labor
Calculation with Burden |
x
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| List
People by Different Labor Rates and Time on Project |
x
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| Average
Number of People Needed on Project |
x
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| Duration
of Project in Weeks |
x
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x
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| Storage
of Vendor Quotes |
x
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x
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x
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| Miscellaneous
Items |
x
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| Project
Recap Sheet |
x
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| Single
Page Quick Takeoffs |
x
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| Retro
Fit Estimating |
x
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| Calculate
Energy Cost and Savings |
x
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| Installation
Cost |
x
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| Calculate
Payback Time |
x
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Separate
Pricing for Estimating, Purchase Orders
and Quick Takeoffs |
x
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| Storage
of Labor Units, Assemblies, and Retrofit Items |
x
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| Inventory
with Low Level Reorder List by Manufacturer |
x
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| 3
Levels of Pricing for Clients |
x
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Native
for Mac OS X and Logo-Certified for Windows 2000 |
x
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x
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x
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Networkable
for 250 concurrent Windows and Mac users |
x
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x
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x
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Multiplatform
- Operates Seamlessly between Windows and Mac users |
x
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x
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x
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TCP/IP
or IPX/SPX Network Sharing |
x
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x
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x
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Instant
Web and Local Access for Data |
x
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x
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x
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