Fast Quotes
What is ‘Fast Quoting’ and how does it improve the quoting process
What is ‘Fast Quoting’ and how does it improve the quoting process
Fast Quoting is a feature that streamlines project estimations, reducing the traditional waiting time from weeks to as little as 30 minutes. It utilizes an intuitive questionnaire-style interface that enables accurate quote generation even by inexperienced users.
Can the quotes created with ‘Fast Quoting’ be converted into active projects?
Can the quotes created with ‘Fast Quoting’ be converted into active projects?
Yes, the software allows for a seamless transition from a quote to an active project, transferring all the necessary details and enabling immediate issue of purchase orders with robust cost control.
How does the ‘Fast Quoting’ feature handle project variations and tracking?
How does the ‘Fast Quoting’ feature handle project variations and tracking?
The software manages project variations and provides a real-time summary page to track the progress and profitability of every project.
What are Fast Quote Templates
What are Fast Quote Templates
Fast Quote Templates are customizable templates that allow users to respond rapidly to client inquiries and create multiple quotations for different project types and requirements.
Is it possible for inexperienced users to create professional quotes using the software?
Is it possible for inexperienced users to create professional quotes using the software?
Yes, the questionnaire-style interface is designed so that even the least experienced users can produce professional quotes quickly by simply answering questions.
How does the software manage quotes for projects with multiple areas?
How does the software manage quotes for projects with multiple areas?
Users can insert detailed breakdowns for each area, defining specific requirements and preferences to create a comprehensive and precise quote.
Does the software offer real-time price calculation?
Does the software offer real-time price calculation?
Yes, the interface includes a real-time calculator that updates the cost instantly as you specify project details, ensuring budget accuracy and competitiveness.
Can I print client-ready quotes directly from the software?
Can I print client-ready quotes directly from the software?
Yes, the software provides customizable output templates for printing polished, client-ready documents that can be shared with clients.
How detailed is the full quote created by the software?
How detailed is the full quote created by the software?
The full quote includes a complete breakdown and detailed entries that can be edited and customized, offering full transparency and control over the project cost.
What types of questions are included in the questionnaire interface?
What types of questions are included in the questionnaire interface?
The interface includes dropdown menus, tick boxes, and other simple question types to specify project details easily.
Can I include optional items in the final quote?
Can I include optional items in the final quote?
Yes, the software allows you to showcase the total cost with optional items, and you can adjust the level of detail presented in the final document.
Is it possible to edit the full quote after it has been generated?
Is it possible to edit the full quote after it has been generated?
Yes, once the comprehensive quote is created, it can be further edited and customized to ensure accuracy and client satisfaction.
Overspend
How does the Fast Quoting Interface ensure accurate project budgeting?
How does the Fast Quoting Interface ensure accurate project budgeting?
Our interface converts each quoted item into a detailed line item with predefined budgets for purchasing, general pricing, and selling, ensuring precise budget allocation and financial oversight for each aspect of your project.
What steps are involved in creating a Purchase Order (PO)?
What steps are involved in creating a Purchase Order (PO)?
Creating a PO is a simple process: select the items you need from the project list, right-click, and choose ‘Create PO’. The system guides you through each step, making the process intuitive and efficient.
How does the software handle budget management when creating a PO?
How does the software handle budget management when creating a PO?
When you initiate a PO, the software presents a budget overview showing available and remaining funds for the selected items, ensuring you stay within your financial limits while creating the PO.
What happens after I create a Purchase Order?
What happens after I create a Purchase Order?
Once a PO is created, it is automatically logged against the relevant project and synchronized with your accounting software for consistent record-keeping and financial management.
How does the Fast Quoting Interface assist with financial tracking?
How does the Fast Quoting Interface assist with financial tracking?
The system updates in real-time, reflecting the proportional value of each Purchase Order against its specific line item, which helps in monitoring project expenditures and financial health.
What does the software do if I attempt to exceed a line item’s budget?
What does the software do if I attempt to exceed a line item’s budget?
The system immediately alerts you if you try to raise a PO beyond the remaining budget of an item. This proactive feature helps prevent overspending and keeps your project finances under control.
How is authorization for overspending managed in the system?
How is authorization for overspending managed in the system?
If overspending is necessary, our system streamlines the authorization process by sending an automated email to the designated approver within your company. They can approve or decline the request directly from their email, simplifying the decision-making process.
What happens when an overspend request is pending approval?
What happens when an overspend request is pending approval?
The line item associated with the overspend request is locked until authorization is received. This lock ensures that no further actions can be taken until the request is approved, maintaining strict budget control
Real Time Project Summary
What is the Real-Time Project Summary Report?
What is the Real-Time Project Summary Report?
The Real-Time Project Summary Report is a dynamic dashboard that provides immediate insights into the financial status of all your active projects. It displays current profit margins, gross profits, and compares them with your project forecasts, enabling you to make timely, data-driven decisions.
How can I access and manage purchase orders through the software?
How can I access and manage purchase orders through the software?
You can access and manage purchase orders directly from the Project Summary page. Our seamless integration allows you to oversee your project’s expenses, approve new orders, and ensure that spending aligns with your budget, all from a single interface.
What are project variations, and how does the software track them?
What are project variations, and how does the software track them?
Project variations are changes or deviations from the original project plan. Our software tracks these changes in real-time, allowing you to approve, reject, or modify them directly from the Project Summary page, ensuring full transparency and control over your project scope and budget.
Can I organize reports by different parameters in the software?
Can I organize reports by different parameters in the software?
Yes, our software allows you to organize reports by various parameters such as project manager, department, or financial metrics. This customizable reporting feature automatically totals the values for each selected category, providing a comprehensive overview tailored to your preferences.
How does the project archiving function work?
How does the project archiving function work?
The archiving function is designed to help you maintain an organized workspace. You can archive completed or on-hold projects to remove them from your active list, decluttering your interface while still keeping the data accessible for future reference in the Archived section.
Where can I see the total financials for all live projects?
Where can I see the total financials for all live projects?
The total financials for all live projects are displayed at the top of your Project Summary page. This aggregate figure gives you a quick overview of the overall financial health of your project portfolio, assisting in strategic planning and resource allocation.
How does ‘Fast Quoting’ improve the quotation process?
How does ‘Fast Quoting’ improve the quotation process?
Fast Quoting’ streamlines the quotation process by providing immediate, accurate quotes through an intuitive questionnaire interface. This significantly reduces the typical 2-3 week wait time for quotes, enabling both novices and experienced users to create complex, itemized quotes in as little as 30 minutes.
What makes Tibr software unique in project costing and management?
What makes Tibr software unique in project costing and management?
Tibr software originates from a proprietary system designed for efficiency in project costing. It transforms the management process with features like Fast Quoting, seamless transition from quotes to projects, robust cost control for purchase orders, and real-time tracking of project variations and profitability.
Quote-to-Project Transition
How does the Fast Quoting Interface improve the quote-to-project transition?
How does the Fast Quoting Interface improve the quote-to-project transition?
Our Fast Quoting Interface streamlines the transition from quote to project, ensuring a smooth conversion with just a few clicks. This feature significantly reduces the time typically required for this process, enhancing efficiency and accuracy.
What details can I set when converting a quote to a project?
What details can I set when converting a quote to a project?
When converting a quote to a project, you can specify several crucial details, including assigning a project manager, setting an authorizer for budget control, and defining the project’s timeline and type, all tailored to your project’s needs.
Can inexperienced users create complex quotes with this interface?
Can inexperienced users create complex quotes with this interface?
Absolutely, the intuitive design of our interface allows users of any experience level to generate detailed, itemized quotes by simply answering questions posed by the system.
How are the items from a quote transferred to the project?
How are the items from a quote transferred to the project?
Each item from the quote is meticulously converted into a line item within the project, allowing for detailed management and oversight of every aspect of your project.
Is it possible to integrate the converted project with my accounting software?
Is it possible to integrate the converted project with my accounting software?
Yes, our platform seamlessly integrates with accounting software, automatically creating a corresponding project or work order to ensure financial consistency across systems.
How does the software handle budget overruns?
How does the software handle budget overruns?
The software includes an authorization feature for cost control. No purchase order can exceed the set budget for an item without the necessary approvals, ensuring budget compliance.
Can I view the overall progress and profitability of my project within the software?
Can I view the overall progress and profitability of my project within the software?
Definitely. The real-time project summary page provides a comprehensive view of the progress and profitability of each project, giving you complete visibility and control.
What happens if there are variations in the project after the quote has been converted?
What happens if there are variations in the project after the quote has been converted?
The software is designed to manage and track all project variations, ensuring that any changes are documented and accounted for throughout the project lifecycle.
How does the Fast Quoting Interface handle project deadlines and scheduling?
How does the Fast Quoting Interface handle project deadlines and scheduling?
The interface allows for detailed scheduling by letting you set specific start and end dates for your project, helping you to manage deadlines effectively.
What support is available if I encounter issues with the Fast Quoting Interface?
What support is available if I encounter issues with the Fast Quoting Interface?
We offer comprehensive support through various channels including a dedicated helpdesk, email support, and an in-depth knowledge base to assist with any queries or issues you might have.
Products
How can I add a new product to the Tibr catalog?
How can I add a new product to the Tibr catalog?
Adding a new product is simple. Navigate to the Products section, click on ‘Add New Product,’ enter the product details, and save. You can also include sub-items for additional specification and cost accuracy.
Is it possible to add labor as a product in Tibr?
Is it possible to add labor as a product in Tibr?
Absolutely. Tibr treats services like labor as products, allowing you to add them to the catalog with specific hours and rates. This ensures that all aspects of your project are quantifiable and billable.
Can I add sub-items to a product after it’s been created?
Can I add sub-items to a product after it’s been created?
Yes, you can add sub-items to any existing product at any time. This provides you with the flexibility to update product details as needed for a more precise quote.
What is a base cost, and how do I use it?
What is a base cost, and how do I use it?
A base cost is a foundational expense, such as raw materials, that can be associated with multiple products. You can add a base cost directly or use it as part of a formula to calculate the total cost of a product.
How do I link a base cost to a product?
How do I link a base cost to a product?
To link a base cost to a product, go to the product’s details and select ‘Link Base Cost.’ From there, you can choose the relevant base cost to apply to the product’s pricing.
Can I use multiple base costs to form the price of one product?
Can I use multiple base costs to form the price of one product?
Yes, Tibr’s flexible system allows you to combine multiple base costs using formulas to determine a single product’s cost, accommodating complex pricing strategies with ease.
How does Tibr ensure the accuracy of cost calculations?
How does Tibr ensure the accuracy of cost calculations?
Tibr uses predefined formulas and base costs, which are verified and stored within the system, to ensure consistent and accurate cost calculations across all quotations and projects.
What happens if the cost of a base material changes?
What happens if the cost of a base material changes?
When the cost of a base material changes, you can update it in the system, and Tibr will automatically adjust the related product costs accordingly, ensuring your quotes remain current.
How can I find a specific product quickly in Tibr?
How can I find a specific product quickly in Tibr?
Use the search function in the Products section. Type the name or part of the description of the product, and Tibr will display the matching items, streamlining your quotation process.
Variations
What are ‘Project Variations’ in Tibr software?
What are ‘Project Variations’ in Tibr software?
Project Variations in Tibr software allow you to manage changes or deviations from the original project plan. They enable you to account for and track Client, Internal, and Subcontractor Variations, ensuring that all modifications are documented and appropriately authorized for seamless project management.
How do I add a ‘Client Variation’ in the software?
How do I add a ‘Client Variation’ in the software?
To add a Client Variation, navigate to the project section and select ‘Add Variation’. You can then provide a detailed description, specify the purchase and sell values, and choose whether the variation is an addition or an omission to the project scope.
What is an ‘Internal Variation’ and when should I use it?
What is an ‘Internal Variation’ and when should I use it?
An Internal Variation is used to document changes in the project that are not billable to the client, such as internal errors or adjustments. These variations require authorization from a project authorizer and help maintain accurate project accounting.
Can ‘Subcontractor Variations’ affect the project budget?
Can ‘Subcontractor Variations’ affect the project budget?
Yes, Subcontractor Variations can impact the project budget. These variations allow you to manage adjustments that are to be charged back to subcontractors, ensuring that all financial implications are transparent and reconciled within the project’s budget.
Is it possible to print variations for meetings and records?
Is it possible to print variations for meetings and records?
Yes, the software provides a printing feature for variations. You can print individual variations using customized, branded templates for meetings, records, and client communications, ensuring a consistent and professional appearance.
How does the ‘Variation Report’ feature help in project management?
How does the ‘Variation Report’ feature help in project management?
The Variation Report compiles all project variations into a comprehensive summary, providing a snapshot of the project’s financial health. This report is invaluable for project managers to assess the impact of variations on the project budget and profitability in real time.
What is the benefit of exporting variations to a Project Summary?
What is the benefit of exporting variations to a Project Summary?
Exporting variations to a Project Summary gives project stakeholders a detailed and updated view of the project’s financials, highlighting the current status and allowing for strategic decision-making based on the project’s financial trajectory.
Can I track the approval status of variations in the software?
Can I track the approval status of variations in the software?
Yes, Tibr software tracks the approval status of each variation, displaying whether it has been authorized, who authorized it, and when, providing a clear audit trail for accountability and transparency.
What happens if a variation exceeds the budget?
What happens if a variation exceeds the budget?
If a variation exceeds the set budget for an item, the software requires additional authorizations, ensuring that any overspend is scrutinized and approved before it affects the project’s finances
How user-friendly is the variations feature for inexperienced users?
How user-friendly is the variations feature for inexperienced users?
The variations feature is designed with an intuitive interface, allowing even inexperienced users to accurately create and manage project changes by simply answering guided questions, making it accessible for all levels of users.
Snagging Lists
What is a snag list and how does it integrate with my projects in Tibr?
What is a snag list and how does it integrate with my projects in Tibr?
A snag list is a record of the small tasks or ‘snags’ that need to be completed towards the end of a project. In Tibr, each project has a dedicated snag list that is directly linked to the project dashboard, ensuring all tasks are tracked and managed efficiently from inception to completion.
How can I view and manage snag lists for multiple projects?
How can I view and manage snag lists for multiple projects?
The Snagging Section in Tibr gives you a centralized view of snag lists from all projects. This feature allows you to browse and manage snags across your entire portfolio, ensuring you can easily keep tabs on outstanding and completed tasks.
Is there a limit to how many items I can add to a snag list?
Is there a limit to how many items I can add to a snag list?
Tibr’s Snag List is designed to accommodate as many items as necessary, with no upper limit. This ensures you can capture every detail, no matter how extensive your project is.
Can I assign snag items to specific trades or suppliers?
Can I assign snag items to specific trades or suppliers?
Yes, each snag item can be assigned to a particular trade or supplier, and you can attach relevant images for clarity. This assignment helps in streamlining the resolution process and ensures accountability.
How does Tibr help in tracking the completion of snags?
How does Tibr help in tracking the completion of snags?
Our software allows you to mark snags at various stages of completion, including supplier completion, internal review, and final client approval. This multi-stage tick system provides a clear visual indicator of each snag’s status.
Can I print snag lists directly from Tibr?
Can I print snag lists directly from Tibr?
Yes, Tibr provides a feature to print snag lists using branded templates that can include your company’s logo and styling. This is ideal for keeping physical records or for use during on-site visits and meetings.