The Subcontractor Enquiry and Comparison module allows the Bill Items to be allocated to Trade packages. Packages may be sent out as enquiries within the estimating system to any number of subcontractors using e-mail or printed documents.
When quotations are received this software module allows you to compare rates in a variety of ways and allows you to select a subcontractor's rates for automatic update of the Estimate.
This module allows the enquiry process to be carried out in parallel with the estimating process
The module allows rapid marking up of the Estimate with Trades, by Item, groups of like Items, Pages, Sections etc, with multiple Trades per Item, if required
Items are extracted for the Enquiry and displayed/printed as a Trade Bill. Page breaks are automatically generated and hard breaks can be added to format the enquiry
Any number of Subcontractors can be added to the Enquiry from a Register of Subcontractors or directly into the job. Details of Depots/Regional Offices can be defined and used
Enquiries can be printed or sent by e-mail. Emails can be in CITE, Word or Excel formats and can have attached files such as specifications etc
Standard letters can be created within the module and attached to the enquiry. Labels can be defined and printed for each Subcontractor in the enquiry
Enquiry progress can be tracked, with follow-up letters, recording of contact by telephone etc
Quotations returned by email in Excel format can be imported directly into the comparison sheet
Analysis and Comparison
Comparisons can include general discounts, trading discounts and specified adjustments for each Subcontractor. The Comparison contains an "Own Rate" value which can be set to include/exclude Resource Types (such as Labour, Plant, Materials etc) on an Item by Item basis or across the whole Enquiry
Un-priced Subcontractor's rates can be set as "Included" or a variety of types including Highest, Lowest or Average of the other Rates. Full analysis of a Subcontractors quote is provided
Rates can be compared as a variance against a selected Subcontractor or against the Own Rate values
The Items on this analysis can be limited to only those which vary by a percentage
Analysis of the rates allows the "best" Subcontractor to be selected. The rates for that Subcontractor can be entered directly into the Estimate Items, optionally removing existing elements of the Item's rates. This process can also be reversed, re-establishing the original Item build-ups
Register of Subcontractors, Regional Offices, Subcontractor/Trade allocations
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