Knowing where you current projects stand with regard to the cost based estimating and project budget is important to keep you business cash flow strong.
Being able to track down completed projects to see the scope of work and the client signature is also key when a client challenges you are pricing and what the scope of work was and the fact that they signed off. One of our other videos emphasized the importance of tracking scope of work changes with change orders and that becomes even more critical when a client claims the contract was not completed.
Why Estimate Rocket?
Work Progress Report
Estimate Rocket has a work progress report that will help you monitor the ongoing costs that have been logged against a project. The costs can be material based expenses but more importantly can be tracked hours from your employees punching or expensed hours from subs. This, in addition to the regular client communications, will help you know the status of a project based on expenses and work completed.
Historical Projects
Each of your clients in Estimate Rocket will maintain a list of historical projects with signed contracts and full scope of work maintained. You will be able to reference any of your previous jobs with a specific client.
Client Communications with Project History
Not only are the historical projects, with the full contract information, maintained in Estimate Rocket but any of your client communications are also saved with the client. You will be able to use the project history in conjunction with all the client communications to track any project details
Finding Current and Completed Project Details using Estimate Rocket
With Estimate Rocket you get:
Knowing your proposal price is accurate
Professional looking proposal and contract language
Easy to manage projects and activities
Manage Scope of work changes easily
Managing your job and your team
Easily communicate with your clients
Tracking down project details later