Overview

ConTracker E Z is a software program designed to help roofing, siding and specialty contractors estimate small to medium projects with little to no typing. Manage your customers by entering information once to get a proposal, purchase order, work order and customer invoice. ConTracker E Z comes preloaded with a customizable database of material and labor items to help you get started as soon as you get the program. Easily manage your business with the sales/management reports included.

	STEP ONE: SET UP YOUR COMPANY Enter company information, add in a logo, customize your contract language, and set company preferences.
	STEP TWO: ENTER EMPLOYEES Enter active estimators and foremen to assign estimates and/or jobs.
	STEP THREE: CUSTOMIZE PRODUCT DATABASE Update products and pricing that vary for your area. Add in additional items, change existing items, or delete the items you don’t use.
	STEP FOUR: TAKE A CUSTOMER CALL Enter customer information as you take a call to be permanently added to the database for future use. Search for existing customers by Last/Business Name or by Address and see all the projects you have estimated and/or won.
	STEP FIVE: CAPTURE ESTIMATE INFORMATION Capture as much information as you need while speaking with the customer to assist with your estimate. Assign the estimate to an estimator and schedule the date and time.
	STEP SIX: PRINT ESTIMATE SHEET Once the estimate information is finalized, print the estimate sheet for estimators to use in the field. Estimators are prepared ahead of time with necessary information and have the ability to write in additional information, notes and drawings.
	STEP SEVEN: ENTER PROJECT DIMENSIONS Enter your measurements and ConTracker automatically calculates all the totals for you and sends the totals to the Estimate Components Screen.
	STEP EIGHT: BUILD THE ESTIMATE Using the measurements you have taken, choose labor installation items, material items, other items and enter a quantity for each. Then choose your contract line items.
	STEP NINE: FINALIZE THE ESTIMATE Apply markups, sales tax, finalize your numbers and set the payment terms.
	STEP TEN: PRINT THE PROPOSAL Whether you print the proposal onsite or in the office, you have a professional looking proposal to give to your customer.
ADDITIONAL FORMS
	PURCHASE ORDER Complete your estimate and a Purchase Order is ready for ordering materials when you get the job.
	WORK ORDER Complete your estimate and a Work Order is ready to give to your crew leader when you get the job.
	CUSTOMER INVOICE Complete your estimate and a Customer Invoice can be given to your customer as a deposit receipt or to request payment when the job is done.
REPORTS
	SALES SUMMARY Provides an overview of how the company is doing for a given time period. The report includes a breakdown of all estimates produced and sold by all Estimators and Sources that have had activity for the given time period.
	ESTIMATOR DETAIL Provides a detail listing of the specific jobs and estimates that the Sales Summary Report reflects for a given estimator and time period. The report is grouped by Estimates Not Completed, Estimates Completed and Jobs Sold.
	ESTIMATES FOR PERIOD Provides a detail listing of all estimates assigned for a given time period
	FOLLOW UP SALES Provides a listing of estimates that were flagged as requiring a follow-up.
	JOBS SOLD FOR PERIOD Provides a detail listing of all jobs sold for a given time period.
	JOBS COMPLETED BY CREW Provides a listing of all jobs completed for all crews (or a specific crew) for a given time period.