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Estesys is the cloud based insulation management software for contractors who install spray foam, roofing, siding, windows, doors, fireplaces and gutters with integrated sales and work order apps.
We develop management systems for contractors who install the following types of products for homeowners and builders in residential and commercial construction:
- Insulation
- Roofing
- Gutters
- Fire Places
- Dry Wall
- Garage Doors
- Foam Insulation
- Shelving
- Foundation Waterproofing
- Windows/Doors
- Fireproofing
- BIBS System
- Weatherization
- Facia/Soffit
- Mechanical Insulation
- Masonry
- Landscaping
- Driveways
- Sheetrock.
- Painting. Bar-B-Qs.
- Flooring
- Shower Enclosures
- Bath Accessories
Starting at *$75 per user/month – Know More
- CRM – Customer History and Presets – Jobs – Models – Payment History – Profit History
- Inventory Management – Component Systems – Loose Fill and Spray Applications
- Estimating – At the Office – In the Field – Integrated with Plan Swift Quick Versatile Entry – Options – Upgrades – Special Order
- Proposals – Letters – Customer Documents – Job Photos
- Job Scheduling – Calendar – Crew Chiefs – Trucks – Job Types
- Work Orders – Customized by Job Type – Printed or via Work Order App
- Job Costing – Inventory Usage – Add-ons – Other Costs – Estimated verses Actual Costs – Price Changes – Anti Theft
- Installer Pay – Piece Rate – Hourly – Prevailing Wage – Extra Pay – Footage and Production Hours – Overtime Pay Calculation
- Inventory Controls – Usage Reporting – Tax Tracking
- Retail Sales – Over the Counter Invoicing and Payments
- Invoicing – Percentage Billing – Payment Tracking – Monthly Statements
- Commission Tracking – Sales Reporting – Profit Comparisons
- Management Reporting – Custom Programming
The Complete Cloud Based Business Management Software for Construction Subcontractors
Using Estesys to run your business will allow you to monitor your entire operation. You will instantly realize time savings in daily activities and create a systemized work flow that will enable you to do more jobs with the same amount of personnel. Our software and apps have enabled many contractors to expand their business and easily open new locations while maintaining complete control of operations.
Over 30 years of designing management systems for specialty contractors across the US and Canada is incorporated into the functions of Estesys. Our practical knowledge of product diversity, installation procedures, geographical differences, pay and tax structurers and diverse estimating practices incorporated into our systems and apps, is what makes us the best choice for managing your company. Our systems are programmed on the newest development platforms using the latest secure technology. Start with us now, and you will be securing your companies technology well into the future.
ESTESYS MANAGEMENT SYSTEM
Cloud Software for Contractors Who Install Specialty Products
With the Estesys System there is only one product. The entire system. You have access to every part of our system for one price. There is no charge for updates, backups or security. Every company is installed on secure Microsoft Azure SQL servers running at lightning speed.
Customer – Complete History - CRM
Once a customer is entered into the system every detail is accessible and a complete history is in one place. Sales appointments may be scheduled and are immediately available to sales reps. Every estimate, job, phase, payment, photo and document are immediately at your fingertips for easy lookup and job history.
Estimating / Proposals
Estesys allows for different standardized Proposals for all types of installations. Entering a job using Phases allows you to quote different products and/or trips to complete the entire job, so your customer will understand what is being done on every step of their project. Estesys can customize proposals for different job and customer types.
Job Scheduling
Easy to complex scheduling of daily jobs is part of the Estesys system. Jobs can be extended from hours, days, weeks or months. Multi day scheduling allows for days between your return to a job to finish a specific installation. The ability to break jobs into phases or trips makes it easy to return between intervals. Types of jobs are color coded by job type, truck or crew. Approved personnel may schedule jobs, while others may just view the schedule.
Work Orders
Each job phase or trip will have a separate work ticket with all pertinent details to complete the installation including areas to install, material load totals and special instructions for installers. The Estesys Installer App allows work orders to be pushed directly to the truck allowing for real time tracking.
Job Costing
With Estesys flexibility is the key. We understand that things change on during installations. Estesys allows flexibility with integrity. Inventory tracking and usage are recorded but keeps a history of changes if necessary. Installer pay may be combinations of piece rate, hourly, extra pay dollars, prevailing wage and any combinations thereof. Job Costing tabs compares estimated costs to actual costs for easy analyses of material, labor, burden, other costs, overhead, commissions and profits.
Invoicing - Payments
With Estesys you never have to worry about a job not getting invoiced. Our system flow will not allow a job to be lost. You can change selling price and add to an invoice if needed but you always see where a change was made. Accounts Receivable follows every invoice and payment for every customer and keeps a complete history. Daily bank deposit receipt totals may be integrated with popular accounting packages banking software.
Inventory Management
Estesys is designed for warehoused or direct ship inventory of any kind of materials. Job costing materials used on the jobs is simple and quick. Products to be installed are accurately accounted for and calculated for each job whether it be by the piece, bag, foam by the set, blowing wool, paint, or component materials that make up a kit.
Integrations
PlanSwift, QuickBooks, Most Accounting and Payroll Systems, Online, MailChimp, Gmail Outlook.
Management Reports
Our reports provide accurate insight to what is happening in your business allowing you to make smart business decisions. Dashboards and reporting supports daily, weekly, monthly and annual reporting overview and outlooks on your business activity and profitability.
Mobile App
We design integrated apps for all types of mobile devices from work orders to estimating and custom apps for any specific tasks required for your type of installations. These apps are directly tied to your system for immediate updates or can be stored and uploaded at the next internet access site.