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Description
An all-encompassing estimating solution suitable for any industry. Its adaptable nature stems from a versatile database, allowing users to modify estimate fields and cost basis categories as needed. You can organize your estimate items by various sections or locations, enabling the grouping of related labor and material components. Easily adjust the partitioning and grouping with a simple click of the mouse. Additionally, tailor your own nested sorting preferences for the reports generated from your estimates. You have the flexibility to personalize estimate fields, cost basis categories, and sorting options to meet your specific requirements. The tool also allows for the inclusion of working notes within the estimate and work order documents derived from the estimate. Furthermore, it enables the creation of formal bid and proposal documents, complete with tax calculations, markup, and shipping information, all formatted according to your company's branding or pre-printed templates. Finally, you can conveniently send your bid or proposal documents directly to clients via email through Estimate Master, streamlining the communication process significantly. This tool not only enhances efficiency but also improves accuracy in estimating across various business types.
Description
Upcrest is a versatile software solution designed to accommodate multiple companies, locations, users, and currencies, all while being highly customizable and parameter-driven. Its user-friendly installation process and intuitive interface make it accessible for everyone. Users benefit from on-screen assistance and a comprehensive manual that enhances their experience. This software is particularly advantageous for groups of companies that share common data, such as customers, suppliers, and products. With "Upcrest," data segmentation can be managed through user permissions, allowing tailored access for each company. This functionality streamlines the automatic generation of documents between companies in the same group, exemplified by how a Purchase Order from one entity can seamlessly transform into a Sales Order for another. Moreover, consolidated reports, including Balance Sheets and Profit & Loss Accounts, can be easily accessed, providing a comprehensive view of financial health across the group. Additionally, "Upcrest" enables collaboration and data sharing from various physical locations, making it an essential tool for modern businesses.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Coon Creek Software
Founded
2003
Country
United States
Website
www.cooncreeksoftware.com
Vendor Details
Company Name
ANAND ERP
Country
India
Website
www.upcrest.com
Product Features
Construction Estimating
Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis
Product Features
ERP
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management
Fixed Asset Management
Asset Budgeting
Asset Lifecycle Management
Audit Trail
Barcoding / RFID
Depreciation Management
Disposal Management
Document Management
Inventory Tracking
Tax Management
