Feb 27, 2012

  estimationPRO announces Strategic Partnership with Trapp Online Kansas City, Missouri January 2, 2012 –  estimationPRO is proud to announce today a Strategic Partnership with Trapp Online, a provider of the world’s leading cloud hosting solutions within the accounting industry. This partnership will provide customers access to Trapp Online’s innovative cloud capabilities. The integration of estimationPRO’s technologies combined with Trapp Online’s technologies will ultimately lead to the world’s...

Feb 23, 2012

ConnectPoint Announces Strategic Partnership with estimationPRO estimationPRO with ConnectPoint’s Roof Diagramming will enhance the contractor network abilities to receive the most precise and comprehensive diagramming report in the market today CATOOSA, OK, February 23, 2012 – ConnectPoint Resolution Systems, a division of The Pacesetter Companies, Inc. is proud to announce today a strategic partnership with estimationPRO, a provider of property estimating and data management software to the contractor community....

Feb 17, 2012

Why Roofing CRM Software Is Vital for Your Business By Chester Bloomfield The most important aspect in the business cycle is the efficient retention and tracking of future, current and past sources of revenue; this especially applies to the roofing industry. This is why roofing CRM (customer resource management) software is all but a necessity. A CRM is a system that does much of your customer management work for you. It stores records, tracks interactions, aids in writing estimates, and dozens of other features that...

Feb 17, 2012

Come See Us At Booth #1701 Begin 2012 at the first and largest roofing industry gathering – the International Roofing Expo® – your once-a-year opportunity to maximize your company’s productivity, efficiency and profitability. IRE brings all segments of the roofing construction and maintenance industry together for three days of face-to-face interaction, product review, education and networking. Register now  |  Book housing reservations The roofing industry’s largest, most comprehensive event of...

Jan 19, 2012

In our last newsletter we introduced you to the new feature of ‘Targets.’ A ‘Target’ is an individual whom you may not have enough data to make them a ‘lead’ or a ‘contracted job’ but you do want to get their name in your system, these individuals would be a target. Just click this ‘targets’ button for a more detailed tutorial on creating and converting targets. Easy Links Released 1/9/2012 At estimationPRO...

Jan 8, 2012

Locking the JOB Amount Module To prevent unauthorized changes to the JOB Amounts module once a Contracted JOB stage has been set to “Approved”, a security feature for securing JOB Amount data from unauthorized users is now available. Click Here for Detailed User Instructions. Eye on the Target A new Target module is now available within JOBTRACKER CRM. In this module you can create marketing targets and target lists. What is aTarget? A Target is an individual that...