The first screen you will see after logging in will be the Main Menu. This is the center point for navigation throughout QuoteSoft Duct. From here you will be able to view any of the following:
Job File: This is where all of your bid information is stored on all of your jobs and their bids and jobs that have been made in the past. You will also be able to access the Takeoff screen from the Job File.
Data File: This is where you will find all of your pressure files for the different pressure classes as well as your Central Data File.
Maintenance: A feature that will be available in a later version.
Smart Update: This feature will be able to search out updates on the server as well as on the internet website where Quote Software will be posting updates on a regular basis.
Administration: Where you will be able to add and remove users from your user list. You will also be able to set program access attributes to any user or group.
Main Menu includes a viewer from quotesoft.com that allows Quote Software personnel to inform you about updates, events and new features of the program as well as a quick way to receive support from QuoteSoft personnel.
Administration File
Once you have logged in and are ready to start using the program you should go to the Administration page and setup your own unique log in name as well as password.
In order to add a new user click on the “Add New User” button and type in the new log in name you wish to add.
Next type in the unique password for that user (if any) and finally the users real name. The real name of that user will be used in the reporting features as well as in the Job File to record who entered a bid or job.
To remove a user from your user list, select that user you wish to remove and click on the “Remove User” button. This will remove that user and not allow them to access the program any longer.
Changing a user’s password can be done by selecting which user you wish to change and then clicking on the “Change Password” button. Then type in the new password and that user will have to type in the new password to enter FABshop.
To set a user with administrator attributes is accomplished by selecting the user and clicking on “Set as Admin” button. This will put an “A” under the Attributes heading and allow the user to have the freedom of an administrator. To remove this attribute, you select the user and again click on the “Set as Admin” button, this will remove the “A” and return the user to a base user.
Another attribute that can be assigned to a user is the Power User setting. This will allow them all of the same freedom as an administrator, but will not allow them to enter the Administration File and change any of the user settings. In order to set this attribute you simply select which user is to be changed and click on the “Set as Power User” button. Under the attributes heading a “P” will appear symbolizing the Power User setting. The reports area of the Administration page lists the reports that are available to the administrators, such as a job year to date report. These reports will not be accessible by base users.
The Special section of the Administration File has two options. Both of these options should only be used under the request of a Quote Software representative.
Maintenance
The Maintenance page is your center point of updating and supporting your program.
Please only use this page under the direct supervision of a QuoteSoft support technician.
Utilities are available for launching tools to diagnose and reinstall various components of QuoteSoft Duct as well as entering acquisition codes to unlock optional modules purchased.
This page also contains a backup utility designed to create a single back up file of all QuoteSoft Duct server data.
Job Info
The Job Info section of the QuoteSoft Duct program is to allow you to keep data on your jobs and their zones. Tracking this information is an optional, the only data required for creating a new job is a job name.
Data such as job name, owner, estimator, phone numbers and addresses is to be provided by you. QuoteSoft Duct will then use this info on any of the reports where it is necessary.
Clicking on the title of the any optional data will:
Phone: Dial the phone number over the computer speakers; Just hold your phone with a dial-tone near your computer speakers.
E-mail: Creates a new blank email addressed to the listed recipient.
Job Address: Opens your internet browser and locates the address in Google Maps.
You can set up the default pressure files to be used for this job, which will allow you to skip the pressure file.
Zone Info
The Job File Zone Info page will allow you to sort and process the data for your zones separately. This option is available for you to run reports on the zones separately or together to get your final bid amount.
Such information as the zone name, contact person and the sq ft information can also be stored with the zone for data processing. Each individual zone can be assigned a sq ft and note data.
Each zone can be assigned a distinctive mark to tell whether it is a Base Bid, Additive Alternate, Deductive Alternate or a Archive Zone. These marks will be displayed in the zones list at the bottom of the page in the type column. Once you have assigned your zone a type mark you can then sort them by clicking on the headings above the zone list, such as All, Add, Neg or Archive.
Standard Factors can be applied for rectangular, round, oval and the accessories in a job or zone. You can increase or decrease the discount or additive you put on a job. These percentages are used when a report is run.
Reports
The reports page has many different reporting options for you to use in managing your jobs and zones. QuoteSoft Duct has over 20 different standard reports. Break projects down by any scope such as floor, zone, or duct run. Make filtered reports based on any scope or type of ductwork using the selection wizard.
QuoteSoft Duct reports enable you to print information in easy, updatable formats such as:
- Audit Trail Details
- Summary / Job Analysis / Pounds per Hour Reports
- Zone Detail Reports
Key Reports
List Report: The audit trail, printed out. This is a list of items in the order that they were taken off.
Extended Summary Report: Our most comprehensive report is designed to show you every detail and breakout on the job, Including breakouts but type, (rect/round/oval) and by pressure file. This report breaks out all subtotals for each component of the job like hangers, rods, angles, liner, etc.
Summary Report: This one page report is designed to show you the grand totals of labor and material on any job in a one page executive summary format.
Item Detail Report: One page of summary information for each item in a takeoff. The Item detail report is great for understanding the total information picture of how each fitting is calculated.
Accumulative Report: Summarizes by accumulating all like items together showing labor and material for each item type.
Zone Breakout Report: Summarizes all zone information.
Many additional reports can help you in the managing of your bids and of your data. Utilize your estimate data to order materials and schedule labor.
Excel Export
QuoteSoft Duct makes it simple to export the data you need to your worksheet with job summary data and more. QuoteSoft Duct can also export lists of ductwork, pipe, and fittings to fax to a fabricator or to field verify any measurements.
Our advanced integration with Microsoft Excel provides access to sophisticated extension and charting.
- Bid Forms
- Change Orders
- Item Details
- Job Analysis
- Duct and Fitting ordering Reports
QuoteSoft Duct targets and eliminates repetitive data input. Create and edit your own reports using familiar screens and terminology using Microsoft Excel and Office products.
Attach all your electronic files to your job.
Keep job information and documents in one place with integrated knowledge management. You can use the robust document management features in QuoteSoft Duct to incorporate all your business documents. Excel bidsheets, change order sheets, proposals, work orders, RFI and any other Microsoft Excel or Word documents you need.
By providing the right information to the right people at the right time, document management enables companies to make better decisions faster than ever before. If entered once, such information can be used by a variety of programs, such as Word, Excel, accounting, and even a project management applications without tedious reentry.
Because QuoteSoft Duct is server-based, it can be shared across the company and between users automatically.
Options
- Hide Pricing Information:
Allows you to hide pricing information on many reports. This is available to use reports for checking quotations and quanities with out letting suppliers or owners see individual labor and material cost subtotals.
- Set Working Directory:
Customizes the location that QuoteSoft Duct uses to start in when saving Excel workbooks.
- Set FES Options:
- Setting Final Estimate Summary Excel Exporting Options:
This screen controls the amount of data that is exported to your “Final Estimate Summary” Excel Workbook.
To return to Excel Export screen click the Excel Settings button