» HOT NEW FEATURES
COMING SOON!
New SCHEDULE & DISPATCH PROJECT MANAGER/CRM
with Web Connect for your Entire Team (Optional) -Available in August
» Track Sales Leads, Opportunities and Activities
» Project Manager Creates Work Orders, Assigns and Tracks Install Progress on Web Calendar
» Service Desk Assigns and tracks Service Calls
» Create Individual and Group Calendars for Project Managers and Techs
» Send Work Orders, Service Calls and Alerts to Techs in the Field via Cell Phone or Web Browser
» NO SOFTWARE NEEDED for Project Managers and Field Techs to connect
User customizable features for Selling All types of Products and Services
» What do you sell?
HVAC, Plumbing, Cabinets, Windows, Auto Repair, Landscaping, Pools, Handyman, etc, etc. Preset Labels can be customized for your trade.
» New Video Tutorials to cover all the new features
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» MORE FEATURES IN VERSION 6.1
New Product Library with over 12,000 products
» Optional Subscription Loaded with Products from 150 Top industry Brands
» Stop Researching and Typing! Keep your products up to date with this new service
» Easily cherry pick the products you want without bloating your data with unwanted products
» Keep your products up to date with ease
» Subscription required
New!
» Go Mobile - Create Portable Bids to send to other BidMagic users (shared database not needed)
» Target/ADD Select Line Position where New Item is Added to Bid at any location in any room
» Price Level Options allow Global Price Settings for Products
» Hour, Day, Week Rental Rates for Rental & Staging Proposals
Import Contacts from Outlook 2003 & 2007
» Choose Contacts to load into your BidMagic Client Information from Outlook
QuickBooks Interface new Features (Optional)
» Send all BidMagic Data to QuickBooks
» Automatically extract Category, Manufacturer and Model from QuickBooks Subitems
» BidMagic shows QuickBooks Item Names and tighter integration avoids product duplication
» Choose Contacts to load into BidMagic Client Information from QuickBooks
Enhanced Reports
» New Custom Cover Page for Client Proposals
» Now 4 Custom Report Templates to customize
» Enter Optional Products for clients to choose from
» Enter Room Summary up to 1,000 characters before or after products in room
» Create and Edit Favorite Room Summaries
» Bid Numbers print in Report Footer
New Features:
» Autolinks expanded to 2 levels for more powerful package creation
» Include 'Lifestyle' description within a room or system area
» Enhanced Product Search by Field and Find/Replace
» Serial Numbers and notes can be stored for warranty purposes
» Purchase Orders now include your account number
Easy Add, Delete, Move Buttons
Improved Product Lookups including Find & Replace for easy changes to multiple items
AutoLink default settings to select individual Linked Products to Hide in Bid
Track when Products were last updated or Discontinued
Unit of Measure, Rack Units, and Bulk Purchase QTY (ie 500' Cable)
Product Table Pagination for quicker loading of large databasesShow/Hide Model Number in Client Copy
Narrow Report: Line Item can show both Equipment Sell Price & Labor Price per item.
Sales Tax can be based on Sell Price or Cost for states with Use Tax
Copy Paste selected Items or Rooms in a Bid to a different Bid
Bid Line Item screen shows MFG Name and Labor Total
Improved Dialog boxes for changes to Rooms, Tax, Categories, Suppliers
Filtered Views allow selection of individual rooms in a Bid
Replace Products in a Bid by selecting a differ
QTY can be .5 to sell a single speaker instead of a pair ent model (no need to delete & replace)
Category Finder shows product description
Import Wizard adds Global Choices for Manufacturer, Supplier, Markup, Taxable
SHFT Click to select or move entire room in Bid
Export Products to Excel to Print list
Export Bid to Excel
Option to automatically add Manuf Name to Product Description in Client Bid
Import Product Images
Unit of Measure Field for each, pair or feet (of cable)
Option to show Product URL in Bid Description
Improved Install Program for smoother setup and faster connection to SQL.
Send Purchase Orders to QuickBooks, sorted by Vendor.
Include Manufacture name in front of Product Name when sending to QuickBooks items.
Show/Hide any line item
Option to Automatically Hide new AutoLinked Products
Hidden Items automatically have their prices added to Cable/Hardware
Show Room/Area Subtotals with Labor and Equipment Subtotals
Fast Preview Button to view the client proposal
Sales Manager shows all Job and Client Info including dated Bid Status
Drag and drop changes to order of rooms and products
Right Click on any Product to open the product for instant changes - even in the Bid!
SaveAs New makes it faster to copy and create similar products
Bid Status Reports show bids created, delivered, sold and abandoned - sorted by salesperson
Improved boxes for Rooms, Categories, Sales Tax, with context sensitive help
Now Duplicate a Bid for any client, with the option to create an exact copy or a new copy with current updated prices, improving the power of creating reusable Template Bids.
Purchase Orders show/ hide your prices
Client Contact Reports list important client info
Export Products and Pricing to Excel
Output all
reports to Microsoft Word for editing, formatting or emailing the proposal
to the client
Powerful AutoLinks automatically adds all the hardware packages and
accessories with their pricing to create ready-to-use complete system modules
Client Contact info Database
More Report Styles and Formats, More Management Reports
Hundreds of pre-built variations of Client Proposals and Custom
looks for your company!
Show / Hide Your Company Name, Address on Proposals
Show / Hide Client Address and contact info on Proposal
Show / Hide Line Item Prices & Area Subtotals
Labor detailed by Prewire, Trim and Finish stages or simple total
installation.
Product Search with Graphic Product Finder dropdown menu tree - ie: Plasma
TV/Sony/ KV72VX3
Save your workspace
Instantly override taxable or non-taxable preset for each product
Selectable Sales Tax on each item and on labor charges
Room Entry Features:
Single bid entry form speeds and simplifies bid creation
Instantly select model number or description on the fly with dropdown boxes
Create rooms or system names with instant control of the order of items in
each area.
Bid Summary section includes:
Automatic calculation of installation price with fudge factor option
Automatic calculation of cable price with fudge factor option
Automatic calculation of programming price with fudge factor option
Automatic calculation of sales tax on equipment and labor
One step bottom line discount adjustment for competitive situations
Product Entry Screen Features:
Easily enter your model numbers, description, prices, dimensions, weight,
cost, suppliers, category, etc.
Set taxable or nontaxable default for each product
Option to set in-house model numbers to discourage client shopping model numbers
'Features' box has room for a complete description of features for the
client. For example:
This 36" Sony flat
screen HDTV includes HDMI, component and composite video inputs. Formats
include 480p 780p and 1080i with enhanced 3:2 pulldown.
If you already have prices in another program, import them into Excel, then
into BidMagicAV product tables with the included import wizard.
Print Options:
All reports can be previewed and saved in MS Word for formatting, emailing,
etc.
Select from several proposal styles for client presentation copy on your
letterhead.
Custom Client Proposals - Your Proposal won't look like your
competitors!
Optional full features description for client version
Install Copy without prices for installers and others, includes jobsite
contact info
Full dimensions and weights for cabinet drawings, etc.
Purchase Orders for vendors
Profit reports
Database Backup
Professional Drawings:
To create professional drawings, we recommend Microsoft Visio Standard 2007, which works with CAD blueprints furnished by architects and builders ($259.00) and TurboCAD ($149). Racktools is a free program available free from Middle Atlantic. These can add to a professional presentation but do not directly integrate with BidMagic.
Requirements:
Pentium 4 or faster recommended. Windows XP or 2000 with 1 Gig Ram, Windows Vista with 1.5 Gig Ram.
CD Rom for installation.
MS Word 2003 needed to preview and edit reports.
Word 2007 needed to modify XML report templates (full functionality).
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