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HVAC service estimating, parts requisition, and billing

Enterprise Estimate 6.0 from Carmel Software is an HVAC estimating software package that allows you to estimate HVAC service jobs, requisition parts for the job, and keep track of billing. (Please note that this program differs from Estimate 6.0, which is used for new construction HVAC estimates.)
The Enterprise Estimate software program comes in 2 versions:


  • Enterprise Version:
    This is the most powerful version of the software, and it includes all the software modules including the estimating, parts requisition, dispatch alert, billing, central database, and architect modules. It is able to handle many simultaneous users, and is also able to store hundreds of thousands of estimates, parts requisitions, and billing requests.
  • Lite Version:
    This version includes the estimate, parts requisition, central database, and a limited architect module. This version requires only Microsoft Access as the database, and it is more appropriate for a small company with a couple of estimators and parts people.

 

Cost Estimation

Estimate 6.0 Estimate 6.0 from Carmel Software is a software package that provides you the means to estimate new construction HVAC jobs. It includes a comprehensive database with many types of HVAC equipment, parts, metals, duct material, liner and insulation, labor, and much more. All of this information can easily be accessed from the estimate spreadsheet so you can create complete cost and labor estimates. After the estimate has been completed, you can export it to a custom Microsoft Word or Excel proposal template to be presented to the customer.

The most valuable feature of Estimate 6.0 is that it contains a database of pricing for 50,000+ HVAC parts from major vendors such as Carrier, Trane, and York. This information can easily be accessed from the estimate spreadsheet so you can create accurate cost estimates.
 
Features
The following is a list of features available in Estimate 6.0:
New Features
  • The Estimate 6.0 software has been entirely re-written to take advantage of the latest programming and back-end database technologies.
  • A new and improved user interface (UI) has been designed making the input process much faster and more intuitive than previously.
  • The user can easily replicate entire projects so as to reuse common information.
  • The user can insert many types of estimate line items such as HVAC parts, shop and field labor, discounts, warranty values, taxes, markups, subcontractors, and much more.
  • Estimate 6.0 includes a database of pricing for 50,000+ HVAC parts from major manufacturers such as Carrier, Trane, and York.
  • It includes a parts requisition worksheet so that the user can keep track of all parts in the estimate, including part arrival dates, supplier names, ship-to locations, and purchase order numbers.
  • It easily integrates with Loadsoft 6.0, Residential 5.0, and Duct Size 6.0, allowing the user to import parts and equipment information from load calculation and duct sizing projects so that a final estimate cost can be calculated.
  • All estimate data can be exported to custom Microsoft Word and Excel proposal templates.


Standard Inputs

  • Basic estimate information such as estimate name, number, estimator name, and dates.
  • Estimate address information of the building that the estimate is being done on.
  • Estimate rates and markups for labor, parts, subcontractor, and taxes.
  • Individual estimate spreadsheet line items such as HVAC parts, HVAC materials, labor, subcontractors, markups, taxes, discounts, titles, warranty, and much more.
  • Parts requisition line item inputs such as purchase order numbers, arrival and order dates, ship-to names and locations, supplier names, and actual parts order pricing.


Types of Built-In Data Included

  • Pricing and labor data for HVAC plant equipment
  • Pricing and labor data for miscellaneous HVAC equipment such as diffusers, grilles, VAV boxes, and fan-powered mixing boxes
  • Pricing and labor data for 200+ ASHRAE fittings including pressure loss info. and pictures · Pricing and labor data for duct materials
  • Pricing and labor data for duct liner and insulation
  • Pricing data for 50,000+ HVAC parts from major manufacturers
  • Pricing data for heavy metals
  • Subcontractor names and addresses that can be accessed in the estimate spreadsheet
  • Supplier names and addresses that can be accessed in the parts requisition worksheet
  • Technician and warehouse names and addresses that can be accessed in the parts requisition worksheet


Outputs

  • Estimate line item output report
  • Parts requisition supplie and ship-to information
  • Parts requisition pricing · Parts requisition dates
  • Includes capability to export to custom Microsoft Word and Excel proposal templates
  • Can export to html and text files


Additional Features

  • Support for both English and Metric units.
  • Simple mathematical capabilities at every input.
  • Can easily import parts and material information from Carmel's load calculation and duct sizing software so that complete cost estimates can be created
 

 

For more information please visit Carmel Estimate and Carmel Enterprise Estimate

 
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