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 ProjectPAK

ProjectPAK is an essential project management tool that allows you to estimate up to 10 times faster. With ProjectPAK you get a superior estimating and quoting tool, plus a comprehensive job management system.

"ProjectPAK and ShopPAK have improved our estimating and job control immensely. Estimating in ProjectPAK can be done accurately and efficiently." Tim McDonald, Corona Cabinets.

 

ProjectPAK is

• Flexible
Handles all estimating styles including unit measurement, item composition and parametric formulas.
­Enter information manually or re-use items already stored in your library of materials.
Fully customizable document templates to create custom proposals.
Formula builder allows modifications to estimate sheet calculations to address custom estimating needs.

Product Information

Contact Management
Product Library
Estimating
Estimate Totals
Paramentrics
Assemblies
Documents Generator
Quoting
Import/Export

 • Precise
­Automates summary values.
Error-checking pinpoints takeoff quantities.
User defined precision up to 5 decimal places.
Analysis reports show cost, overhead and profit margins, taxable and non-taxable amounts, as well as, cost and quantity breakdowns by product, location, phase, etc.
Assemblies always use current library costs and values.

 • Consistent
Document templates standardize document content and layout.
Product assemblies standardize product cost and configuration. 
Security prevents unauthorized changes to the database. 
The shared database ensures up to date and accurate costs across all networked users. 
Data entry errors are significantly reduced by using the point and click interface.

• Fast
Copy reusable items from the library and from the assembly catalogue into your estimate sheet.
Copy, cut, and paste items within an estimate or between estimates. 
Change material type and species with a click of the mouse and instantly see cost differences. 
Automatically generate reports and professional looking budgets, quotations, revisions and change orders with the built in document generator.

• Easy
Intuitive design and layout.
Comprehensive user’s guide, tutorial, examples booklet, and context sensitive help. 
Sample databases are loaded with examples to help you get started. 
Knowledgeable and friendly technical support is always just a phone call away. In fact, customers consistently rate our support staff as far superior to anything they’ve experienced with other software vendors.

    
 

Contact Management

 
ProjectPAK

ProjectPAK gives you access to all your clients, Contractors and Vendors with an easy to use Contact Manager.

Find Company details and Contacts to send emails straight from ProjectPAK.

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Product Library

   

A  customizable library/price book ensures consistent pricing and improves productivity by letting you copy common items into an estimate.

 

 

ShopPAK

Declare more than one supplier for a product and then enter the different prices and product codes for this suppler. Estimate using the either highest cost so you do not get caught funding the difference or your prefered supplier to reduce the price.

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Estimating

 

Add individual line items and prices, use the library to bring in fixed costs, labour items or materials or use your pre-built assemblies to build your quote.


Features Include:
  • Ignore tick - excludes rows from the cost.
  • Replace - allows you to replace an item throughout the entire estimate or selected rows
  • Copy - ProjectPAK allows you to copy entire or part estimates from one to another.
  • Formulas - endless possibilities with your quoting.
  • Assemblies - used to pre-define typical work "packages", complete with quantity, cost, pricing and notes.
  • Job Spec - ProjectPAK has a comprehensive job spec that allows you to declare materials, hardware etc which automatically updates the estimate.

Estimate Totals

   

Break down your estimate using Sub Totals, Totals & Grand Totals. The flexibility to hide, ignore or even provide options for your clients to choose from.

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Assemblies

 

Use assemblies to pre-define typical work "packages", complete with quantity, cost, pricing, and notes. Reuse them over and over again to turbo charge your quoting!

ProjectPAK ensures assembly costs match current library costs when copying assemblies into an estimate.

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Parametrics

 

One of the most powerful tools ProjectPAK has to offer. Use parametric formulas to calculate things such as:
Part Sizes
Hardware Quantities
Wastage factors
Labour rates.
The sample shows how we can calculate cam quantities for a standard base cabinet.

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Document Generator

 

ProjectPAK has a built in document generator. You can produce your own reports such as:

  • Bill of Quantities

  • Quotations

  • Invoices

  • Purchase Order

Attach your own logo, use your own letterhead. Select items to be shown or hidden. Each document can be tailored to suit each quote.

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Quoting

 

ProjectPAK allows you to configure your quotes; include or exclude any information you like. Break down a quote to include:

  • Client Details

  • Ship To Details

  • Project Information

  • Header’s

  • Job Description

  • Sub Total rows

  • Cabinets & Qty’s with or without costs.

  • Totals

  • Footers

  • Acceptance signatures

Suit your needs as well as your clients.

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Import/Export

 

Powerful import/export utility for sharing information with other tools. For example, export invoicing and purchase order information to accounting software (including QuickBooks).Streamline operations by reusing information instead of re-entering it.

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