Estimate
Works™ for Word includes features for both appointments and job
scheduling. Optional integration with Microsoft Outlook/Exchange Server
allows client details, appointments and job schedules can be
exported to Outlook to take advantage of the scheduling and
reminder features already built in.
Clients:
Clients can be imported into Estimate Works from Outlook, or
can be entered into Estimate Works then exported to an Outlook Contact
folder.
Client Appointments:
Client appointments can be created in Outlook or Exchange
Server*. The exported appointment will include client details, job details and
a field for general notes.
Job Start/End Dates:
Job dates are included in the work orders generated for job
foremen or production managers. These dates can also be exported to Outlook.
Estimate Works will automatically complete fields in the Outlook
calendar such as the contact information and job site
address. A current Outlook
Calendar can also be viewed with the click of a button to confirm the
availability of a contract start date.
*Exchange Server configuration available with Multi-user (enterprise) version only.