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Prime Estimating & Software Services, LLC Prime Estimating & Software Services, LLC 4248 Kensington High StreetNaples, FL 34105 USA 215 Irwin StreetEssex, ON N8M 2T5 Canada Prime6400 Millwork Estimating Software V4.0 Prepared especially for: _________________________________ Are you a Prime6400 candidate? 239.213.1237o [email protected] 239.213.1237f

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Page 1: Prime6400 Millwork Estimating Software V4.0 · PDF filePlanswift V8.7 Microvellum V6.7 Microsoft Excel QuickBooks Any xls, csv, xml, mdb soft-ware Coming Soon: Scheduling Module

Prime Estimating & Software Services, LLCPrime Estimating & Software Services, LLC

4248 Kensington High Street—Naples, FL 34105 USA

215 Irwin Street— Essex, ON N8M 2T5 Canada

Prime6400 Millwork Estimating Software V4.0

Prepared especially for:

_________________________________

Are you a Prime6400 candidate? 239.213.1237o [email protected] 239.213.1237f

Page 2: Prime6400 Millwork Estimating Software V4.0 · PDF filePlanswift V8.7 Microvellum V6.7 Microsoft Excel QuickBooks Any xls, csv, xml, mdb soft-ware Coming Soon: Scheduling Module

Prime Estimating & Software, LLC 239.213.1237 519.776.1157 www.Prime6400.com

Available for Markets:

Health Care

Hospitality

Gaming

Government/Corp Offices

Store Fixtures

Food Service Equipment

Higher Education

High End Residential

Features: Estimating Platform:

Guaranteed to save 30%

time

Setup Time 4-8 hours

No Programming required

Standard Library included

Material Library included

Special Pricing on-the-fly

No limitations

Project Management Module:

Change Order Pricing

RFI-Request for Information

Transmittal

Schedule of Values

Fax Cover

Material Management Module:

RFQ by email

Search vendors

Purchase Orders

Inventory Control

Shop Management Module:

Work Orders/Packing Slips

Employee Management Module

Employee Info

Timekeeping

PrimeClock

Interfaces Available:

OnScreen Takeoff V3.7

Planswift V8.7

Microvellum V6.7

Microsoft Excel

QuickBooks

Any xls, csv, xml, mdb soft-

ware Coming Soon:

Scheduling Module

Innovative Release v4.0

Innovation of Estimating made easy yet rewarding

Prime6400 is the ultimate true estimating software for the AWI Architectural

Woodwork, Millwork and Casework industry for projects including health care, hospital-ity, gaming, higher education, corporate offices, food services, government and high end residential.

Innovative Estimating:

Reduce estimating time up to 30% Initial set up time 4-8 hours Typical training time under 2 hours Fast data entry at all levels of the application Libraries included No Programming required Parametric Pricing for Standard Library 6 ways to price Special/Custom items Utilize all Unit of Measures [UOM] in a single project EA, LF, M, SQ, SY Auto calculate price based on any UOM Fast reporting

Innovative Estimating going green: No paper required — information from screen, input on screen Fast reporting on LEED credits at the push of a button Email Scope, RFI, RFQ, PO directly from application Interface with document readers on screen

Valuable Features:

Reduce estimating time to estimate more Estimate follow up monitoring Labor reporting Material Reporting No limitations for number of Projects, Locations, etc.

Page 3: Prime6400 Millwork Estimating Software V4.0 · PDF filePlanswift V8.7 Microvellum V6.7 Microsoft Excel QuickBooks Any xls, csv, xml, mdb soft-ware Coming Soon: Scheduling Module

Prime Estimating & Software, LLC 239.213.1237 519.776.1157 www.Prime6400.com

Features: Estimating Platform:

Guaranteed to save 30%

time

Setup Time 4-8 hours

No Programming required

Standard Library included

Material Library included

Special Pricing on-the-fly

No limitations

Project Management Module:

Change Order Pricing

RFI-Request for Information

Transmittal

Schedule of Values

Fax Cover

Material Management Module:

RFQ by email

Search vendors

Purchase Orders

Inventory Control

Shop Management Module:

Work Orders/Packing Slips

Employee Management Module

Employee Info

Timekeeping

PrimeClock

Interfaces Available:

OnScreen Takeoff V3.7

Planswift V8.7

Microvellum V6.7

Microsoft Excel

QuickBooks

Any xls, csv, xml, mdb soft-

ware Coming Soon:

Scheduling Module

Software Overview

More than Software & Services.....Estimating Strategies & Solutions!!!!

Prime6400 is the ultimate estimating software for the AWI /WI/AWMAC Architec-

tural Woodwork, Millwork and Casework industry for projects including health care, hos-

pitality, gaming, higher education, corporate offices, food services, government and high

end residential. This software is designed by an estimator for estimators to bid that

important project by 2:00pm tomorrow afternoon. The takeoff is completed quickly and

efficiently using multiple units of measure, components, parts and assemblies. Using an

easy build parametric style standard library or special items input method, the resulting

Takeoff is priced with ease. In addition, Prime 6400 includes a wide range of special

elements to complete any estimate large or small with ease. Setup time is 4-8 hours not

weeks, our typical training takes 2 hours or less and tech support calls are minimal.

No programming required. Estimators sell millwork and casework. Programmers do not.

Takeoffs have been made simple with Prime6400 by manual entry or interface with Planswift and OnScreen takeoff software. Prime prides itself in continuing to provide the best, fastest and accurate means of estimating for the estimator both through internal functions/features and interface with any 3rd party options. In addition, we offer export capabilities to Microvellum. Your estimating time will be cut by approximately 30%, what could you do with that extra time? Bid more, secure more work, manage more.

And we are going Green with ability to work without paper for our estimate and our bidding documents. Although, we provide this brochure for your review of our software, we also have

online video snippets of each aspect of our software and we provide an online Live dem-onstration where you can have real time access to the system for your trial. Login to your password protected Company account……………………

Cost is less than your phone bill every month!

Page 4: Prime6400 Millwork Estimating Software V4.0 · PDF filePlanswift V8.7 Microvellum V6.7 Microsoft Excel QuickBooks Any xls, csv, xml, mdb soft-ware Coming Soon: Scheduling Module

Prime Estimating & Software, LLC 239.213.1237 519.776.1157 www.Prime6400.com

Client Testimoni-als:

Prime 6400 can be imple-mented quickly and accu-rately. It allows us to estimate faster and more efficiently leaving us more time to manage our busi-ness. On top of all that, the team at Prime6400 is very accessible and open to new ideas and features. Chris Rothan, Rothan Architectural Millwork I learned this software in about 4 hours and perfected it in under 3 days, I can quote jobs in about 1/2 the time as it used to take me in my old software. Robert Wilson, Penwood Manufacturing Being an estimator at heart and having written numerous Excel spreadsheets I can not stress enough just how impres-sive your software is. Andrew M. The best thing about Prime 6400 is that it has made me a better estimator. I’ve been able to feel more confident in my bids and I’ve been able to speed through more estimates than I could have hoped for. Paul Schwantes, Bur-meister Woodwork Company I turned to Prime6400 who immediately stepped in to analysis and improve the out dated business practices of a 1930’s well established millwork Com-pany. Joe Taylor—IBA Consultants

Thanks again for getting back to

me so quickly when I have ques-

tions. It has really made learning

the software a lot easier. I am feel-

ing pretty confident in using the

software now, and have been using

it exclusively to produce my bids

lately. Brian Hedburg - Estimator/

Project Manager, The Horizon

Group, Inc. - Davenport, IA

I really like the fact that I have this

impressive documentation to show

my clients. Prime6400 really go

the whole nine yards when they

put a bid together. Whenever I

review our bid with my clients,

everybody is very impressed with

bid format presented by Prime.

Robert P. Fleming - CEO Fairfield

Custom Woodwork, Inc. - Tucson,

AZ

Estimating made easy…..

“Knowledge is the key to Data, Data is the key to Knowledge “

The philosophy behind Prime6400 estimating software is to provide to user

the ultimate precision tool to address the demanding requirement of your con-tractor /clients yet work within the manufacturing platform. This software will allow you, the User, to quickly, efficiently and accurately prepare an estimate driven by net cost and built to a final number that will work for you and your bot-tom line. Our software will allow you to bid that project for 2:00 tomorrow afternoon re-gardless of the fact you just received the bid documents. With means and method that have been incorporated into our software, you will have no trouble completing your bid price. All at the same time developing dynamically all the necessary information re-quired to decide your final strategy prior to bidding the project including check-ing material costs, review hours on Special items, adjust overhead and profit levels. And additionally, you now have the ability to respond to your Contractor/Client with value engineering, cost breakdowns, RFI’s, transmittal and change orders and more over respond to the manufacturing side with raw material quan-tities, labor task breakdowns and much more…… The screen below is your Global screen, on the upper menu bar all Global set-tings are incorporated, in the middle area, you can see what projects are being prepared, bidding or waiting for award. The lower menu buttons allow the user to manipulate any project. Add, delete, edit or for multiple material cost re-quests, just copy the estimate to another, modify the materials and you have it. Additionally, the Merge button will allow the user to append the contents of one estimate to the end of another . This is a good idea if a project is bid in multiple sections, all can be merged when you are awarded one contract.

Page 5: Prime6400 Millwork Estimating Software V4.0 · PDF filePlanswift V8.7 Microvellum V6.7 Microsoft Excel QuickBooks Any xls, csv, xml, mdb soft-ware Coming Soon: Scheduling Module

Prime Estimating & Software, LLC 239.213.1237 519.776.1157 www.Prime6400.com

Common Features:

Browse & search window

Enter new items easily

User defined ID Code

Easy reporting

Quick review

Material Features:

Set filters—type, favorites

Set LEED categories

Maintain date last modified

Multiple price levels

Labor adjustment by material/

task Standard Library /Special Features:

Set default sizes, UOM

Select associated jpg file

Assign Labor Tasks by Preset

Assign Labor hours by Price

Level

Assign components to item

No programming required.

Formulas already exist.

3-ways to copy assembly to

another similar an modify “One larger estimate is just a hundred small estimates put together. Never be intimidated.”

Manage your Material, Hours and Components

Material are collected in a database that is copied to each project. This will al-low the cost for this project to be maintained for the life of the project. Stored with the materials is any LEED credits for future reporting. Standard Library items for parametric pricing are assembled by inputting hours for site/shop plus components. Shop hours can be stated as a total or by individual labor tasks. Labor tasks will allow Users to produce a comprehensive labor report for each labor task. To complete each Library item the user must merely check off the number of components required to complete each assembly. No programming, just pick the necessary components and the formulas are already associated. This will allow parametric type pricing at the Takeoff screen without having to adjust or add any formulas. Special Library items are assemblies that are too difficult for components and are assembled using a Bill of Materials and site/shop hours. Can be called from each new project.

Page 6: Prime6400 Millwork Estimating Software V4.0 · PDF filePlanswift V8.7 Microvellum V6.7 Microsoft Excel QuickBooks Any xls, csv, xml, mdb soft-ware Coming Soon: Scheduling Module

Prime Estimating & Software, LLC 239.213.1237 519.776.1157 www.Prime6400.com

Average Labor Rates: -West/South = Low - Midwest = Medium - Eastern = Low to Medium - NY, New England = High Average Labor Overhead: - Low = 30% - Medium = 50-80% - High = 80-125% Average Material Overhead: - Low = 0% - Medium = 15% - High = 50% Labor Features:

Set by Project Location

Default rates copied to here

Update to new Location

Include single rate or rate plus

benefits and taxes

Set crew ratio Foreman to

Journeyman

Set expiration date of rate

Rate now become specific to

this project only. Can be se-lected on another project if applicable

Include overtime rates in case

project calls for overtime

Labor Cost by Job Location

Overhead, also known as indirect expenses, is the cost to open your doors every day.

Whether your firm works locally or travels around the city, state or country, Us-ers can assemble labor rates for both shop and installation. In addition, rates can be set up by rate expiration date, union, non-union, OCIP, CCIP and more. User can simply input just the final all inclusive rate they determine to be used or input all base rates, benefits, taxes, insurances and workman’s compensation or input rates based on each individual labor task [ie. Machining = $110.00, Sand-ing = $45.00, Assembly = $65.00, etc.] or a combination of the above such as blended rate for everything except machining for $110.00. The ratio can also be varied to suite your requirements with a 1:6 or 1:7 foreman to journeyman ratio. If your rate is not all inclusive then add your percentage of overhead to be added to the rates. Rates should deal only with the cost per hour. Number of hours to complete each task will be addressed in another section. By pre-determining your rates, the estimator will only need to select the rate by Location and category. When bidding a project to-day to be completed in 2013, then select from the pull down menu Location-2013. Leave Location-2012 for projects to be completed this year. This will allow you to bid the project more accurately and exactly as opposed to using other methods such as percentage adjustments. Rates can be breakdown with rate/benefits/taxes or lump sum rate. Overhead can be included here or in Bid summary. Always a couple of ways to achieve results.

Page 7: Prime6400 Millwork Estimating Software V4.0 · PDF filePlanswift V8.7 Microvellum V6.7 Microsoft Excel QuickBooks Any xls, csv, xml, mdb soft-ware Coming Soon: Scheduling Module

Prime Estimating & Software, LLC 239.213.1237 519.776.1157 www.Prime6400.com

Issues to keep in mind: To Contractors/Client:

Terms/Deposits

Retainage

Reduction in Retainage,

when?

Clean up

Backcharges

Temperature and Humidity

control to be provided by oth-ers

Backcharges are not permitted

To Vendors:

What is your best price?

Do you have cash discounts?

Will you include freight?

What are your volume dis-

counts?

Advise LEED content

Address Book Features:

Set Type for better searches

Set product list for source

searches

Keep valuable notes on Com-

pany for all to share

Email addresses required for

direct emails from application

Export data to QuickBooks

Contractor & Vendors This system Address Book will keep all your Contractors and Vendors organ-ized for use by the application for such action as Scope Letters, RFI forms, Schedule of Values, Purchase Orders, Requests for Pricing and more. Your existing Outlook contacts list or any list exported to an xls format can be im-ported into Prime6400. Keep notes on each company recording good guy/bad guy, pays well or of-fers 2% cash discount for payment in 10 days [that’s 24% interest per year on investment]. Categorize each company as Contractor/Client or Vendor/Supplier. When sending a Scope Letter you look only at the Contractors, when issuing a Pur-chase Order view only the Vendors. Small time saving feature that accumu-lates to decrease your estimating time. Product List, when search for Vendors to provide say Melamine board, enter the search and display only Vendors with Melamine. Looking for Lumber, view all Vendors for Lumber. Some Vendors will handle more than 1 prod-uct, so list them all for future searches. Send you request for pricing and keep your bid prices competitive. Or generate cost savings for the project or for your own pockets!

Record, search, categorize, keep notes on all your Contractors and Vendors

Page 8: Prime6400 Millwork Estimating Software V4.0 · PDF filePlanswift V8.7 Microvellum V6.7 Microsoft Excel QuickBooks Any xls, csv, xml, mdb soft-ware Coming Soon: Scheduling Module

Prime Estimating & Software, LLC 239.213.1237 519.776.1157 www.Prime6400.com

Hints & Tips:

Use Presets to quickly set up

specifications.

Setup a template Project with

all your standard criteria, then copy this Project to your new Project. Add, edit or delete for quick setup.

Use ## in your Library code

and price from a second speci-fication group.

Use Project number to identify

year/month + number or in-clude estimators initials for identification.

Status pull down/date is great

for tracking progress of an estimate specially if there are multiple people involved in the estimate whether before or after bidding.

Use inter-notes Tab to keep

follow up info or Vendor prices, etc.

After award of contract, fill in

field called Contractor Awarded and the Takeoff will be locked to maintain the cost base from the time it was esti-mated. Change Orders can be added after lock out.

Project Info Features:

Preset selection of specifica-

tions

Auto Recalculation if preset

spec is revised

All info including material cost,

labor rates is saved by Project

Revise default settings by Pro-

ject

5-Levels of Specifications on

each Project plus Specials

Project Specific Information Setup all Project specific information here including Project number, name, bid date/time, select Labor Location, select Standard Library specifications, list Contractors bidding this project, modify default overhead and profit per-centages, assemble Scope Letter with Items Not Included and Clarifications. User can also keep notes on material suppliers and prices received, date/time of follow up. Important info will appear on screens and reports such as Bid Date/Time, Contact info for Architect/Client, Price Level and AWI/WI/AWMAC quality level. Preset feature will allow use to set up 5 specification groups, whether by their own description, client or Architect for fast Project setup.

The more data collected and entered now, the better the reporting later.

Page 9: Prime6400 Millwork Estimating Software V4.0 · PDF filePlanswift V8.7 Microvellum V6.7 Microsoft Excel QuickBooks Any xls, csv, xml, mdb soft-ware Coming Soon: Scheduling Module

Prime Estimating & Software, LLC 239.213.1237 519.776.1157 www.Prime6400.com

For pricing: Why does no one understand that 4 Wall Cabinets 24” wide cost more to built than 3 of the same at 32”, both make up 8 LF of cabinet? If a Project has 300 LF of Special Counter, enter LF from each Loca-tion and assign average size for length, say 120” or know as the deliverable size. The application will then automatically adjust for quantity and UOM as it populates prices for the balance of the 300 LF. Takeoff Features:

No limitations on number of

items per Location or Loca-tions

Click and view selected Loca-

tions on Demand

Enter supplement information

like ArchRef number, material type, Section, Door Style, Door Finish

Use different Unit of Measure

as determined by user or Pro-ject requirements

Copy to/From Locations

Grid area allows arrow key

movement

Right Click will Add Row,

Delete Row or Edit Special Items on selection

Double click on Special Item

and backup screen will ap-pear to add, view or modify.

Optimization of material is

included

Fast, easy, efficient Takeoff

This Takeoff screen is the Best Tools that an Estimator can have. Looking at the architectural elevation, the estimator will input the Location, ArchRef, Notes and Group that are specific to this identifying Location. Next, each item from the Location/ArchRef is entered line by line. Description field will accept a Standard Library item where as you populate the field it will start to auto fill until you arrive at your selected item or pull down to view a list of all Library items. Upon moving to the UOM field, the balance of the row with populate with the default setting that you the User has establish in the initial Global setup. User can now revise any item to match the requirement of the ArchRef. All this time the Library item keeps updating it’s parametric price. Prices can be displayed or not depending on menu selection. If your Description is not satisfied then what your have entered becomes a Spe-cial item. These will not price parametrically as it has not been defined in the application. The User will simply enter the Takeoff information for pricing later in the process. Our Theory—all items are priced based on “deliverable size” that represents how it is assembled, how it will get into the building, material size restrictions, average size, etc. Regardless of the UOM or the Quantity, the application will calculate the conversions. Also, note that the UOM can be varied to suit your requirements including EA, LF, SQ, M, etc. see magnifying area below for a sample Wall Cabinet W2S2 and the consistent results [small rounding function variation by pennies is ex-pected].

No Project is too large to estimate if you takeoff one Location, one detail at a time.

Page 10: Prime6400 Millwork Estimating Software V4.0 · PDF filePlanswift V8.7 Microvellum V6.7 Microsoft Excel QuickBooks Any xls, csv, xml, mdb soft-ware Coming Soon: Scheduling Module

Prime Estimating & Software, LLC 239.213.1237 519.776.1157 www.Prime6400.com

Special Pricing vs. Library: Why take valuable time to create lengthy formulas when you will never use this unique assembly ever again. Faster to do a quick bill of materials based on the deliverable size

Special Item Features:

Material called from database

Unique material saved by Pro-

ject for recall

Task Type will auto populate

Finish & Shop Labor list for input of hours.

Task Type can be combined

on a single item

Takeoff is auto populated

when you exit screen with unit price and site hours for all like Takeoff items

No limitation on material items

or labor tasks, pull down bar will appear once screen is filled

Quantity generator for raw

materials

Copy/Merge standard library

items

Copy/Merge other Special

items

Copy/Merge other Specials

from all other projects

Think in deliverable sizes =“L”. Why calculate 300 LF when you build in 120”

Special Items Pricing This is the most valued procedure in the entire application. We make easy the input of material, finish labor and shop labor for every Special item that is cre-ated in the Takeoff. Truly a Special item as it will not re-occur on your next projects, simply input the material requirements on the deliverable size. Do the same for the finish labor and shop labor. Then view you pricing on the Summary Tab. Go back if nec-essary to modify or update at anytime.. The Finish and Shop Labor can be input as a total for the item or select a Labor Task category below and add the hours. Note that multiple categories can be combined to complete the Tasks for each item. Ie. Counter + Solid Surface [SSM] Tasks to do a Counter with SSM tops. The input of each individual Labor Task will allow detailed reporting of Labor for each Work Order, Work Order release or for a phase or the entire Project.

Page 11: Prime6400 Millwork Estimating Software V4.0 · PDF filePlanswift V8.7 Microvellum V6.7 Microsoft Excel QuickBooks Any xls, csv, xml, mdb soft-ware Coming Soon: Scheduling Module

Prime Estimating & Software, LLC 239.213.1237 519.776.1157 www.Prime6400.com

Bid Summary Features:

Quick snapshot of the project

estimate

Easy itemized view of all esti-

mate elements

Easy input /Easy review

Message notifications if not all

Takeoff items are priced plus status bar

Message notification if Instal-

lation hours have changed from last review

Variable sales tax methods

depending on state

Print Takeoff with all inclusive

prices by line

Bid Summary—Part 1

Manufacturing TAB: Cost is itemized by category of manu-factured item including casework, counter tops, counters, specials, frames, trim, SSM, paneling and mis-cellaneous then cross referenced by material cost, finish material cost, fin-ishing/shop hours and optional profit. Then Sales Tax as required by State law either based on material cost only or on material and labor. Finally, freight cost is developed by re-view of cubic footage that is tracked in the Takeoff, User then inputs number or loads and cost per load.

Installation TAB: Total installation hours is carried forward from the Takeoff in the top green field area. The balance of green fields contain the unit rates per hours as set up by the User in the Global settings. The column of white fields will allow the User to distrib-ute the Total Install hours and the Supervi-sion/Foreman hours between regular, half and double time to suite project require-ments. Additional fields allow for hour input for identifiable cleanup, unload/distribution and fastener cost.

The informative Bid Summary is the last step to arrive at the final price for your work on this project. Through a series of next 4 Tabs screens consist of Manufacturing, Installation, Sub Trades/General Conditions and Overhead/Profit, the balance of in-formation is input to get to your desired result. The green field areas are data developed by the application and the white field areas require input from the User. The lower buttons allow for Printing to printer or to PDF file. The Bid Price by Line button will Print a Takeoff with tax, freight, overhead and profit include in each line. Grand Total figure will update with each change to the white fields.

Manufacturing + Installation +Sub Trades/GC + Overhead/Profit = Grand Total

Page 12: Prime6400 Millwork Estimating Software V4.0 · PDF filePlanswift V8.7 Microvellum V6.7 Microsoft Excel QuickBooks Any xls, csv, xml, mdb soft-ware Coming Soon: Scheduling Module

Prime Estimating & Software, LLC 239.213.1237 519.776.1157 www.Prime6400.com

Bid Summary Features:

Track lump sum costs with

Vendor and phone number

Distribution Overhead/Profit by

category

General adjustments

No limitation to number of Sub

Trade items

Easy right click to add/delete

row or use buttons indicated

Declare different profit for each

assembly category

Bid Summary—Part 2 Sub Trade/General Conditions TAB: Track Sub Trade costs by multiple Ven-dors. Pull down Vendors from Address Book. Include cost for traveling, per diem, cash allowances, etc. If shop drawing costs are not included in the overhead then add here. Likewise add for equipment, scissor lift or scaffold rentals One time cost such as setup, knife costs, etc. can be input here

Overhead/Profit/Misc. TAB: Each category from the Manufacturing Tab is displayed for input of Overhead/Profit. The default value for Global settings or Project specific settings will auto populate all the white fields. User can then enter different percentages by Labor Task line if desired or leave default percentages. Further input is allowed for AWI-QCP or AWMAC-GIS inspection programs and Bond Cost. Market adjustment and escalators are labels only, User can designate any use for these fields including negative per-centages for discounts.

Manufacturing + Installation +Sub Trades/GC + Overhead/Profit = Grand Total

Page 13: Prime6400 Millwork Estimating Software V4.0 · PDF filePlanswift V8.7 Microvellum V6.7 Microsoft Excel QuickBooks Any xls, csv, xml, mdb soft-ware Coming Soon: Scheduling Module

Prime Estimating & Software, LLC 239.213.1237 519.776.1157 www.Prime6400.com

Import/Export Features:

Data validation

Automatic re-calculation on Import of Takeoff

All file formats used xls, csv, xml. Common file formats that talk to a lot of other software

Reduce printing large drawings

Planswift 8.7 shown below:

Export Takeoff to Excel Export Template to Excel Import Takeoff from Excel Import Takeoff from OST Import Takeoff from PlanSwift Export to 3rd Party Software

Communicate with other software to share data

Export / Import

Export Takeoff to Excel has 3 worksheets to display Location, ArchRef, Notes and Group and Takeoff items only and Takeoff item with Location.

Export Takeoff template is used to populate and import data back into the appli-cation in the next item.

Import Takeoff from Excel allows data to be brought back into the application. It is important to align the columns for proper placement of data in the application databases.

Import Takeoff from OST or PlanSwift which are documents viewer through a preset CSV format to align with application databases.

Export to 3rd Party Software including Microvellum, optimizer, etc.

For all Import functions, data is validated before input. This is important to be sure the application will function properly. Should a problem exist such as in-vaIid characters, or numeric value for a alpha number value required, then a message is displayed to review the worksheet. All issues will be displayed in green colored cells, once corrected the import can proceed.

Page 14: Prime6400 Millwork Estimating Software V4.0 · PDF filePlanswift V8.7 Microvellum V6.7 Microsoft Excel QuickBooks Any xls, csv, xml, mdb soft-ware Coming Soon: Scheduling Module

Prime Estimating & Software, LLC 239.213.1237 519.776.1157 www.Prime6400.com

Risk management:

Track return of information

Document your perform-ance

Schedule of Values Generator:

Take a few minutes now to setup

Save hours later to do pro-gressive billings

Front load billing for fast payment

Project Management All reports have audit lists for easy fol-lowup

RFI—Request for Information/Log

Fax Cover Sheet/ Transmittal form-Log

AIA Schedule of Values for accurate billing

AIA Schedule of Value generator will ask for assignment of each Takeoff line to a breakdown item. Once selected, the application will distribution all tax, over-head, profit, rates, material by break-down line. Then with any differences as where you receive more or less money than estimated, the AIA generator will pro-rate

“Communicate in your Clients terms”

Page 15: Prime6400 Millwork Estimating Software V4.0 · PDF filePlanswift V8.7 Microvellum V6.7 Microsoft Excel QuickBooks Any xls, csv, xml, mdb soft-ware Coming Soon: Scheduling Module

Prime Estimating & Software, LLC 239.213.1237 519.776.1157 www.Prime6400.com

Material Management Features:

Easily acquire multiple prices

Track RFQ’s not received

Track material not received

View when material is expect

Easily follow up to avoid pro-

duction/project delays

Keep costs by Project

View and utilize inventory

Material Management Users will be able to select a product and the vendors will display automati-

cally, select the vendors to request quotes and email the request directly to them. Once decided, the RFQ can be converted into a Purchase Order by press of a button.

Before ordering, user can verify what cost was included in the estimate to be sure purchase cost is lower.

All purchases are done by Project, therefore providing the ability to keep job costing.

General purchases are also available on the Project List screen for such products as disposables, particle board for multiple projects, etc. Each can then be later assigned to a specific Project or left for an overhead cost.

User can view outstanding RFQ’s and unreceived material for followup.

User can view cost from last purchase for comparison.

Product search list and Vendors are user definable in the Address Book.

Material Order Status screen will show all Purchase Orders, received, not received or partially received at a glance

Request for Quote View Outstanding RFQ Purchase Order Received Material View Expected Material Inventory

Never buy for more than your estimated cost and you will not have to worry about the profit side.

Page 16: Prime6400 Millwork Estimating Software V4.0 · PDF filePlanswift V8.7 Microvellum V6.7 Microsoft Excel QuickBooks Any xls, csv, xml, mdb soft-ware Coming Soon: Scheduling Module

Prime Estimating & Software, LLC 239.213.1237 519.776.1157 www.Prime6400.com

Shop Management Features:

Create Work Orders from

Takeoff

Track WO by project

Create a Shipping release

Create Packing Slips

Reports-Labor Task Break-

down -Actual shop time**

Scheduling export

Control your Projects

** - requires PrimeClock

Shop Management Users will be able to create a Work Order by selecting items directly from

the Takeoff list.

Work Order can be by Location, group of Locations, Location and takeoff items.

From Work Order list, create Packing Slips including partial shipments.

Report on estimated Labor Tasks by category and category and individual labor tasks

Labor Task reporting will allow for comparison with estimated verses actual with Prime Clock module

Estimated Labor Task report will allow for export to 3rd party scheduling software like Optisol Schedlzer Lite, MS Project and more

Never buy for more than your estimated cost and you will not have to worry about the profit side.

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Prime Estimating & Software, LLC 239.213.1237 519.776.1157 www.Prime6400.com

Employee Management Features:

Manage employees

Assign multiple employee

rates by task

PrimeClock for time collection

in batch or by employee on floor

Export time activity to QB

Export employee info to QB

Export payroll to QuickBooks

Employee Management Manage employee info Allow employee to work on specific labor tasks with different rates if applicable

Input employee time in a batch file or incorporate a remote series of Prime Clocks on shop floor

Restrict employee by shift, tasks, hours

Incorporate shift, overtime, holidays

Supervisor approval

Collect time by Labor Task for reporting, scheduling and export to payroll.

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Prime Estimating & Software, LLC 239.213.1237 519.776.1157 www.Prime6400.com

Project estimates completed: Trump Tower-Toronto/Florida Palazzo Casino-Las Vegas Church of Scientology-FL Molloy College-NY UConn Student Ctr– Connecticut Blue Chip Casino-Indiana Sandy Bay Resort-St. Kitts Ritz Carleton-Puerto Rico Mercy Wallworth Hospital-WI St. Marys Hospital-WI Indianapolis Airport-IN Ft. Saskatchewan Hospital-AB Sick Kids Hospital-Toronto Staybridge Inn-WI Holiday Inn-NJ, NY San Clemente Fire Station-CA Queens Library-NY Hilton Garden Inn-NY Duty Free Shop-McCarren Airport Palatine Library-IL Kroc Center-NC UofWisconsin Student Center, WI Skokie Police Station-IL Dallas Cowboys Stadium-TX Stanford Hospital-CA MTV Studios-NY Hi End Residential-IL, WI, Nevis Hi End Condo-NY, IL, WI Mt. Sinai Hospital-Toronto SPX Corporate Offices-Chharlotte Baptist Hospital-FL Wayne Gretsky Arena-ON Church of Scientology-Australia Riverhouse Condo-NY Cenacle Sisters-NY Riviera Health Club-IL Pleasantville High School-NY UofSaskatchewan AHC Bldg-SK Title Source Corp Offices-Detroit, Fort Good Hope High School-AB VA Medical Center-NC Children Hospital-Phoenix, AZ Many more……………...

Estimating Services Professional Estimating Services: More than just software and services…Estimating Strategies & Solutions! Currently bid-ding millions of dollars of millwork on a weekly basis for various clients in the US, Canada, Caribbean and Australia. With decades of AWI architectural woodwork experience, we can provide your outsource estimating requirements. Typical projects include health care, hospitality, gaming, higher education, corporate offices, food services, and government. Outsource estimating made easy as 1-2-3: -we send you a material list for your price input -we send you a hours list for Library and Custom items -we request rates and overhead/profit to be used -you receive back a complete set of reports for a comprehensive final review -you decided your final bid price to be submitted Prime6400 offers: -guaranteed price before we start -consistent base line for developing cost and selling prices -easy to review reports by estimator or management -easy to view data to validate, review, source materials, etc. -software available from any high speed internet connection** Prime6400 can help your Company: -estimators standing by to assist with your estimating requirements -reduce estimating time per project by 30% -Production slow, estimators busy, want to bid that extra project -Increase yearly estimating by 25%-100% -Update your estimating system -Check your existing estimating results -Change Order estimating Supplement your in-house estimators to complete those project/s you are not able to bid on time. Or just to increase your volume. Typically this occurs at time when you need to secure additional work for your production and we can help. Cost is guaranteed in writing before an estimate is started. Quick turn around of bids is guaranteed (1-3 days depending on size of project): - takeoff only - takeoff with pricing - cost breakdowns (i.e. Separate Prices, Alternates, etc.) - change order pricing - Project Management tools (i.e. AIA Schedule of Values, RFI, etc.)** - LEED Reporting Facilities available: - FTP site for larger file transfer - Large screen monitors - Large format printing capabilities - OST/Planswift viewing software - Estimators standing by All estimate reports available through: - Reports in PDF format and/or Excel format - Export/Import format to OST/Planswift

Professional Estimating Services…. Strategies and Solutions for you

Page 19: Prime6400 Millwork Estimating Software V4.0 · PDF filePlanswift V8.7 Microvellum V6.7 Microsoft Excel QuickBooks Any xls, csv, xml, mdb soft-ware Coming Soon: Scheduling Module

Prime Estimating & Software, LLC 239.213.1237 519.776.1157 www.Prime6400.com

Key Features:

Custom program to your specific requirements. avail-able

Custom reporting available

Ongoing updates and added modules to keep pace with the industry

Fast response to update

requests

Fast response to estimating services

Guaranteed price before

starting work

Benefits: What can you do with approx. 30% more time saved on every estimate? Estimate more, pro-ject manage more or order mate-rials

Years of industry experience Years of programming experi-ence

Are you a Prime [6400] Candidate?

Tech Support System Updates User requested updates Continuing module upgrades to keep pace with the industry Fast response to inquiries

After the Sale

Other Services Software Training Estimating instruction Estimating Services—Takeoff and / or Pricing Services for Change Orders, LEED reports, G702/G703 Color coding drawings in Planswift or OnScreen Takeoff Material / outsource procurement Project Management CAD Services Estimate checking and evaluation Budgets—Conceptual, Pre-Con, GMP, Hard bid