Estimate Module Tab View: Menus and action items located in Tree View on left. Right panel contains Details and Help. For Help, click the Help Panel then click on any item in the Tree View.
Product List: Estimates are built from products. Products are customized using features and options. The product list provides quick access to view or edit any product.
Product Detail Screen: The upper left portion defines the product identity, the upper right portion summarizes cost and profit as well as history. The lower section list labor and materials.
Feature/Option Choices Tab: The feature/options tab provides the ability to customize the product including setting parametric formulas.
Estimate Form: The Estimate form is divided into tabs, the customer information tab holds the customer information, project description and notes.
Estimate Details: Estimate details summarizes each product line. Double-click to open the product line details.
Product Details: The product details include features and options and/or special materials associated with the product selection. The feature choices are changed using a drop down selector.
Global Feature Setting Tab: The Global Feature Settings tab provide the ability to set the feature choices for any named feature for a section or the entire project.
Reports Tab: The Reports tab provides selections for printing or emailing the estimate. Report templates determine the appearance of the report. Custom language may be pasted in to the custom report note areas.
Report: All Tractivity reports are exportable to various formats including PDF.