Contractor Estimate & Invoice vs PeerAssist

Contractor Estimating & Invoicing Tool is a complete estimating, invoicing, financial and contact management app for all building construction trades. It maintains a client focused schedule of your appointments. Integrated with your client contact info you can quickly create invoices and track your important accounts. Reasonable One-Time Price There are no monthly or annual fees to use your app. Powerful invoicing function is included to create, email and print all types of sales and service invoices. Invoice entry you can visualize the completed invoice as you go. The invoice entry view all of your transactions can be tailored to the unique needs of your business. There is extensive profit & loss analysis. This comprehensive business app provides complete financial information including inventory control and Profit & Loss Info. All information is maintained on your device and there is no need for connectivity or outside servers as is common with many of the more sophisticated business apps. Highlights: Project Pro Create cost plus type estimates and invoices with multiple levels and phases. Use Craftsman and your items with included descriptions and costs. Scheduler - The calendar on steroids. Select client names from your contacts and add the service information to the appointment. Create reminders, complete and invoice the transaction, view contact management info and send confirmations. All right from the appointment. View multiple calendars & alerts Contact Management - Store notes, images and track other communications with your clients and have the in app ability to call, text, email or map without leaving your app. Labor, Parts & Supplies are maintained in the app with detailed multi-line descriptions, costs, price and units of measure & on hand quantities. These can be added on-the-fly or maintained from your stored items. Invoices are automatically created from your Estimates and support multiple payment methods. Maintain PAID and OPEN status of your invoices. Multiple sales tax rates. Your logo, detailed terms and conditions and other messages are automatically displayed. Estimates - In App Purchase required. Create detailed and professional looking estimates at the client site that may be immediately emailed or printed. Track the status of each Estimate from Draft to Email to Approved. Document Manager Document Design & Delivery- Change document formats, images, fonts, colors, and field names. Use your local language and terms. Batch deliver Printed & Email docs. Signature Capture of approved Estimates with an update of Status. Invoices and Estimates may be copied for editing and reuse with other clients. Financial Information - Is instantly available for any client, job or timeframe with just a few taps. Information may be viewed on screen or downloaded for further analysis with any spreadsheet. Help and Support - Context sensitive help shows by topic as well as how to movies. Email, text and phone support provides to help with any questions or issues. In-App Purchases Cloud Sync Automatically synchronize your information utilizing iCloud technology. This In App will keep your business info inSync and available on all your devices! Messages & Reminders Create Appointment Reminders automatically from your schedule using text or email. Profits and Reports Profits provides a complete financial system that tracks all sales, purchases and expenses. Includes ALL formatted PDF Reports that can be printed. + Spreadsheet Download Download your financial info and backup your info. Craftsman Cost Books This is the #1 info source for Construction Labor & Materials Cost Information. With over 15,000 labor and material items the info contained in these saves time required for creating project estimates and eliminates costly pricing errors. Recurring Service Repetitive Services entry and automatic weekly, semiweekly or monthly release for maintenance and other service providers.

PeerAssist is a longtime trusted partner to construction firms of all sizes across the nation. Our mobile app allows your field to work from their tablet or smartphone – on or offline - eliminating paper from their day-to-day processes.  Save time working electronically and spend more time focused on the build. The mobile app syncs to the web-based app (with connection) so that office users can see field activity in real time, plus the project team receives an email notification upon completion.   With PeerAssist FIELD users can fill out safety reports, pre-task planning and daily reports, take attendance, document RFIs – and much more. Choose from ready-made forms in our template library, or create your own giving, you endless possibilities. Your field will love the ability to add photos, capture time-stamped signatures and use date/time/currency selectors. Features like voice-to-text and selecting employees and materials from pre-loaded lists help eliminate redundant data entry. You can indicate required fields and project stakeholders to copy on individual reports, and request signatures from or copy the client.   PeerAssist PROJECT MANAGEMENT subscribers can Track T&M on the mobile app, which is directly tied to the office’s ability to price and send a Change Order Request to the customer. Employee names, trade rates and materials are set up for the company and/or project so that the office can see real-time costs as they accumulate and save time spent pricing extra work.   PeerAssist PROCUREMENT allows the field to request material, see orders pending, and receive material – all from the mobile app. Office users can issue POs from the field request or standalone, keeping both the field and office looped in throughout the ordering process. Built in material lists and pricing make POs faster and easier than ever.