Today I’d like to show you one of my favorite new features in EstiMate 2011 – File Attachments.
This Enterprise-level feature allows you to attach any file to customer records, vendor records, estimates, and jobs.
Now you can keep all the paperwork related to a specific client attached to their record in your database, or all the paperwork related to a specific job attached to the job itself.
In EstiMate 2, line item groups were introduced that allowed you to create groups of items that showed up as a single item on your estimate. This was really helpful, except for when you’d created a group item and wanted to “unroll” it onto your quote – or if you had items on your quote that you wanted to “group” after you’d created them.
In EstiMate 2011, you can group and ungroup items at will. Watch this video to see how!
When I first wrote about the new customer dashboard in EstiMate 2011, we got a flurry of requests for more information.
Today I’ve made a video that shows the Customer Dashboard in action for you, and some of the new features that are available with it, such as notes, file attachments, customer metrics, and the merging of customers and their histories. This overview shows you how this insanely powerful new tool can give you laser-like focus on your work, your customers, and their value to your business.
The Multi-User Server is the program that allows multiple copies of EstiMate to all connect to the data files on one machine.
Due to the fact that it is an actual Windows program that must be running in the background, someone always has to be logged into that machine for it to be running. Not only is this a pain for the network administrator, who has to log in and start the server in the morning, but it’s also a security risk because that user has to remain logged in, reducing security to a password-protected screen saver.
With EstiMate 2011 we’ve written a Windows Service version of the server that, once installed, is “always on” and nobody has to be logged in for EstiMate users throughout the network to connect to it.
This 2 minute video demonstrates the service version of the server.
We are very excited to announce the new EstiMate Software Customer Service Channel on GetSatisfaction.com!
For many years we have offered the EstiMate Cafe discussion group as a place for customers and friends to get together and discuss EstiMate support issues, ask how-to questions, and connect with each other. We’ve tried forum software of all different stripes, and ultimately have found that they are mostly cumbersome to use and don’t really provide the tools we’d like to offer.
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My brother Oscar purchased the business in the late 80′s from the original owner, who established the business as a wholesale Neon Shop in the late 1960s. At that time, Matthew was employed to as an Apprentice Glass Bender.
In the early 1990’s Matthew and Partner Alice purchased the business from Oscar when he decided to pursue another career. At that time there were just the two employees: Matthew, Alice and the shop dog. Matthew was the primary contact for the sales and he would bend the glass while Alice would bombard and handle the office duties.
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We’ve gotten a lot of requests for sorting the drop-down lists by category inside the plugins themselves, and that’s been implemented in EstiMate 2011.
So now, instead of just looking through a huge list of items by name, you can fly down to the proper category and then select the item you are looking for.
Check out this 1.5 minute video to see how it works!
With EstiMate 2011, the Wide Format Inkjet Plugin is getting some hardcore material waste calculation logic.
When we debuted the Flatbed Digital Printing plugin, one of it’s key features was material waste calculation, taken from art to science. This is being introduced into the Wide Format Inkjet Plugin with EstiMate 2011. Watch this 1.5 minute video to learn more!
If you don’t know about EstiMate 2011 yet, read the complete announcement here.
The new Find Transactions screen in EstiMate 2011 makes it quick and easy to find any existing transactions without having to hunt and peck through your “Open List.”
Watch this 2 1/2 minute video to learn more!
EstiMate 2011 will be released October 1 – read the full announcement here.
Many folks have been asking us for a complete feature list in addition to the “feature of the day” blogs.
I’ve been struggling with how to present it, because it’s so long, and finally decided the best way would be to break it into “big picture,” “significantly helpful,” and “useful additions” features. Then, as I write new articles about individual features, I can hyperlink the item in this list over to that new blog entry. So… keep up with this list and you can learn as we go…
These features represent literally thousands of person-hours of effort, and I’m beyond excited to get them released with EstiMate 2011!
