The Quotamatic Book:
PricePoint's Built in Sample Flat Rate Book

PricePoint was way ahead of its' time when we introduced the Quotamatic Book back in 1994. It was the very first tool available that allowed the average Joe (or Josephine) to create a custom flat rate book linked to PricePoint assemblies. We've made a number of improvements to it since then, the most important of which was a rewrite from the ground up for version 4.00. Well, we've done it again. Working closely with one of our users who has created a Quotamatic Book with over 200 pages, we have added improvements to accomodate that way he and his technicians use his book. It's the way most new improvements come about in PricePoint, we interview the users that are most adept at a particular portion of the program, then we build a better mousetrap based on their suggestions. It's a pretty good bet that all of us will benefit from the experience of a person who has mastered a particular feature, in this case, the art of building flat rates.

New Features and Improvements:

Table of contents: An alphabetically sorted listing of all the page topics in your Quotamatic Book. Seems pretty obvious, but when I originally designed the Quotamatic Book, I assumed it would be a booklet. Well, Larry's book has over 200 pages of tasks, so, his technicians need a tool to find their tasks when they're in the field. Now they've got one!

Task contents printout: When selling a task to a customer, technicians needed a better way to illustrate the scope of the job and all the parts required to do it. Of course, one wouldn't want to reveal too much detail in order to avoid price objections. Isn't that the point of flat rating? The answer is the task contents printout: a list of all the details of each task. The report shows the task code, task description, name of the linked assembly and the selling price of the task. Then it lists the details of the materials list, the labor details including hours and labor rate name, and the details of other charges - all without prices, of course. All the assembly details are followed by the linked joblinx text for the task. It's really a complete package that describes the task in detail: helping the technician sell the task to the customer and prepare to perform the job.

Print preview for accessory printouts: click and preview either the table of contents or the task contents of the current page.

Printing the Booklet: In order to add the two new printouts to the booklet printing process, we added an Accessory Printouts tab to the Print window so you can check the boxes to print out the table of contents and task contents.

Unique task code: PricePoint will now look up each task code as you type it in the Quotamatic book, and make sure the code is unique. Only unique task codes are allowed. We've improved the Quotamatic book interface (as seen in invoicing and estimating) to allow for searching by task code. It's like entering a shortcut code in pricing, no menus to navigate and really fast!

Quotamatic Tasks dialog: To find a task code in the Quotamatic Tasks dialog simply click in the task code search box, type the code, and either click or hit the enter key. PricePoint will find the page where your task appears and will select the task in the grid so it's ready to paste!

More info when editing assemblies linked to tasks: When you click the open button on an assembly linked to a task, PricePoint opens Pricing so you can make changes to the linked assembly. Now you'll see the name of the linked assembly and the description of the task that it is linked to on the top border of the pricing window.

Proposal Builder

Finally a program that integrates creating an estimate and writing a proposal for a reasonable price!

One minute from Estimate to Proposal - NO KIDDING!

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