Creating Estimates with pre-populated pull-down menus on the Time/Expense Screen is a snap in OmniPilot Agency.

Does creating an estimate take forever? How confident are you that your estimates are accurate when you send them out? Or do you skip the estimating process entirely because it's just too complicated?

OmniPilot Agency takes the hassle out of the estimating process by giving you an easy-to-understand "click and select" interface. You'll select both internal time and outside expenses from pre-defined pull-down menus to quickly create a budget. Then you can refine your budget for presentation to your prospects and clients, getting approvals before you invest any time or money on the job.

With OmniPilot Agency, you'll be able to group your clients into different rate sets, automatically changing the value of an estimate based on the set. Rate sets can be used for your regular rates, discounted rates, government rates, or for a specific client.

Does your company do similar work for many clients, month after month? OmniPilot Agency can store your estimates as templates, allowing you to pick them up with the click of a button - then you can simply customize the estimate to specifically suit your needs.

And estimates created in OmniPilot Agency also show what the projected gross income would be for every estimate, helping your new business team calculate projections and meet their GI goals.