If you currently use Microsoft Excel to do your estimates, here are some reasons you might want to switch to Censeo.
Why Censeo:
- Import pricing from vendors directly into Censeo’s catalog
- Quickly and easily build markups
- Establish different types of markups depending on the type of work performed
- Use templates to easily make proposals for projects with similar scopes of work
- Make price changes with a touch of a button
- Easily track and maintain change orders
- Review historical data after work is sold
- Easily update and find current estimates and proposals
- Create any type of report whether it is an estimate, proposal, price list, sales tracking, pipeline report, etc.
Why not Excel:
- Requires different sets of spreadsheets for different types of work
- Does not necessarily produce consistent estimates from one estimator to another
- Might experience loss of data from one cell to another
- Might lose information and formulas when copying and pasting between workbooks.
- Requires that you export to Microsoft Word or other software to create a proposal.
- Has multiple workbooks that each require updating when prices change.
- Does not have sales pipeline tracking
- Does not have built-in reporting
- Requires that you look through catalogs to get vendor pricing
- Can’t send information directly to a vendor for “special” pricing
- Has no security setting from one user to the next
- Requires time-consuming and potentially error-inducing formula creation to establish pricing and overhead values
