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Project Job Management Software

Win more bids with a more efficient and informed quoting process with Project Job Management’s easy-to-use and intuitive project manager for multiple bids, bidding calendar, online document manager, and tight integration with Infor Distribution SX.e.

Manage multiple bids

Managing numerous bids within a project—which may include several deadlines, different locations, many documents, and even multiple bidders—is a very complex process, especially when you factor in the inevitable revisions that take place before you even win a bid. To keep track of all these changing variables, you need a solution that’s designed specifically for distributors who manage multiple bids for professional trades and gives you the information you need when you need it to ensure that you meet every bidding deadline.

With Project Job Management, you get a set of easy-to-use and intuitive bidding tools, such as a project manager for multiple bids, a bidding calendar that integrates with Microsoft Outlook®, and an online document manager. And because Project Job Manager tightly integrates with Infor® Distribution SX.e, your data can be automatically shared with and seamlessly used by your ERP system. As a result, you’ll be able to increase the efficiency of your quoting process and gain real-time access to your bidding information, so you can win more jobs.

Keep track of everything

With Project Job Management, you can keep track of multiple quotes and bidders for a project, and even manage all of your projects and quotes (including revisions and change orders) on a single screen. You can manage multiple quotes and multiple customers by project, as well as things like bid times, bid dates, project types, project statuses, and even budgets. Access to so much data all at once can seem overwhelming, so this information can be more quickly comprehended by viewing it as graphical KPIs.

You can integrate a project’s bid list with Microsoft Outlook’s calendar, so that you can easily see key information, such as who the bidders are and when each bid is due. To narrow the focus of what’s displayed, you can filter on things like only your projects, projects only at your branch, or just projects that are bidding in the next seven days. This integration with Outlook also allows you to create events and set follow-up reminders to help ensure that each person who is responsible for a portion of the bid is getting their part done at the right time.

With multiple people working on different parts on a project, the amount of associated documents can pile up fast. All the information for a project, including things like emails, vendor quotes, spec sheets, CAD drawings, and scanned-in documents can be stored in a centralized, online document manager that’s easily accessible by anyone you designate across your company, regardless of which branch or office they’re in.

Bid more efficiently

When you’re bidding a job, it may be similar to one you’ve previously bid. Or, perhaps, the second phase of a multi-phase job may look almost like the first phase. With Project Job Management, you can easily import existing quotes over into new quotes, instead of having to create each new quote from scratch. You can also easily pull in groups of pre-determined items if you regularly build particular types of quotes. Once you’ve added the existing information, you can then make the necessary adjustments for the new quotes, such as updating the bidders, costing, and quantities.

Project Job Management also gives you flexible, word processor-type functionality, so you can easily copy/cut and paste images and text and adjust formatting (such as bold and underline, and font type, size, and color). You can send out bids so that they’re automatically delivered via the means that each recipient prefers—whether it’s printed or emailed. Recipients’ and senders’ names and other information can be automatically personalized, so that you don’t have to rewrite a quote for each person on a bid list.

Project Job Management includes robust functionality to help make your bid process more efficient, detailed, and informed. Some additional features allow you to include:

  • Stock, non-stock, and special lines
  • Groupings of products, but still be able to price products individually
  • Multiple categories

Additionally, you can:

  • Move lines up and down within a quote.
  • Source lines to direct and non-direct purchase orders and warehouse transfers in Infor Distribution Sx.e.
  • Override cost and price on line items to accommodate negotiations with vendors and customers.
  • Choose whether to print line items and/or prices on quotes.
  • Release quotes to Infor Distribution SX.e by line item.

Overcome complexity

As a distributor serving the needs of professional trades, you need a solution that can help you overcome the complexity that’s inherent in bidding contractor jobs. With Project Job Management, you get a solution that allows you to easily keep track of every aspect of the bidding process—including changes—no matter how many jobs you’re bidding. You’ll have the information and tools you need to make sure that the right bids with the right information go out to the right people at the right time.

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