Enquiry Management
- Quick & easy trade markup
- Subcontractor/Supplier database
- Trade Abstracts on Excel, PDF or Paper
- Full integration with Microsoft Office
- Personilsed Enquiry Documents
Marking up bills for Subcontractor and Supplier Enquiries
Marking up bills for subcontractor and supplier enquiries couldn't be easier. You can either, use a point and shoot approach, which involves pointing at the items/pages you want to send out on the screen, and then pointing at the trade that you wish to send them to. Or you can fill in an abstract sheet in the traditional way by typing in the page numbers and item references on the screen and then selecting the appropriate trade or supplier. This latter method has the added advantage that you can mark up the bill before it has been loaded on the computer simply by reading the paper bill and entering the details on the screen. Whichever method of marking you have used ConQuest is then able to produce condensed trade abstracts giving massive savings on paper, photocopying and postage. Enquiries can be produced in PDF or Excel format ready to be emailed or copied onto a CD along with other contract documentation. The free ConQuest viewer software allows any one any where to view and print any ConQuest reports you choose to send them even if they don't have excel or acrobat.
Selecting Subcontractors and Suppliers and assembling Enquiries
ConQuest holds details of all your approved subcontractors and suppliers. It also automatically monitors their enquiry activity. For each company ConQuest records how many enquiries you have sent them, how many they have returned and how they ranked against other respondents. You are able to search the supplier database in many ways, by trade, area, past performance QA approval or any other criteria you can think of. You can carry out complex searches such as “find all painters who work in Birmingham, who are approved for contracts up to £250K and have an enquiry return rate greater than 40%”
Generating Enquiries
ConQuest compiles a list of the items you have marked up for each trade and allows you to add drawings, spec pages and trade specific information. At the push of a button ConQuest will then produce enquiry documents in Microsoft Word. A typical document would contain the name, address and contact details of the recipient, details of the job location and the nature of the works along with contract details. All of this information will be merged with your standard terms and conditions on your headed paper. For good measure the system will also print a matching set of sticky labels and pass all the details across to the enquiry tracking system. When we first install ConQuest at your premises it will already contain a list of all your approved subcontractors and will be linked to all of your standard documents. This is achieved by our unique pre installation data preparation service. See other Services
Keeping track of Enquiries
The ConQuest enquiry tracking system compiles a list of all of the enquiries produced for a job. For each enquiry it records, what was sent including drawing lists etc, when it was sent, when it is due back in, who you sent it to, contact details including telephone numbers, fax numbers, email addresses and contact names. All of this information is held in a database which allows you to search by trade or date or any other bit of information. As enquiries come in you can tick them off as returned. There is a notes facility for you to record any contact you have had. Overdue enquiries are automatically displayed in a different colour. The system also has a telephone and email management system built in so that you can ring or email anyone in the database by simply clicking on their name.