Septic Estimating Tool

A septic estimating tool built specifically for septic contractors.

Create estimates, add scope of work, apply inclusions/exclusions, and set the terms and conditions for all your septic system jobs.

Available for IOS and Android – phones, tablets, laptops, and desktops.

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Septic System Software Estimating Tool

Features:

Our estimating tool allows your company to create estimates, send them for approval, and automatically create new jobs.

Rate Groups

Assign various rates and upcharges your septic company uses to quickly generate estimates.

Scope of Work

Include your scope of work, with inclusions and exclusions, to ensure your clients are aware of every aspect.

Digital Signature

Send estimates for client approval, and request a digital signature before the job starts.

Automation

After your client signs the document, your estimate automatically turns into a “job” for admin approval.

Track Every Aspect of The Job

Estimates

Our estimating tool for septic contractors is compatible with QuickBooks Online. Create your septic installation estimates through “sections” to ensure each aspect of the job is accounted for. For example, your septic system installation estimate might look something like:

Site Evaluation & Permits

Upload perc test, soil evaluation, design, permit, inspection and labour costs.

Site Preparation

Equipment costs, clearing, excavation for the tank and drain field, hauling, and labour costs.

Installation of Tank

Tank supply, delivery and installation, inlet/outlet baffles, risers, lids, filters, and labour costs.

Installation of Drain Field

Perforated pipe, gravel, geotextile fabric, labour for installation, end caps, etc.

Backfill & Restoration

Backfilling and compaction, topsoil, seeding, and labour costs.

Electrical (if applicable)

Wiring for pump, wiring for alarm panel, conduit, breakers, etc.

Miscellaneous & Taxes

Bedding sand or stone, pipe fittings, couplings, etc. Apply taxes to rate groups to automatically add on to the estimate.

Custom Sections

Create each section of your estimate custom to how your company operates. We also update the platform with user requests if you need additional tools.

Estimate Feature List

Our main features for the septic estimating tool include:

Material & Labour Library

Upload a CSV file of all your material and labour to quickly select and create estimates.

Markup & Margin Controls

Set your markup percentage on specific labour, materials, and equipment charges.

Line Item Management

Add, remove, or set custom line items for one off situations. Add notes and descriptions, and view the price and profit margins.

PDF Export / Send To Client

Generate a branded PDF copy of the estimate and scope of work to send to your clients for digital signatures.

Estimate Tracking

View your estimates in various stages from “draft” – “sent” – “accepted”.

Convert Estimates to Jobs/Invoices

Once accepted, estimates automatically transform into jobs for invoices ready to admin approval.

NOTES & TERMS

A place to add inclusions, exclusions, assumptions, and payment terms at the bottom of your estimates.

Designed for Septic Companies

Not Generic Estimation Software

Most field service tools try to be everything for everyone. We built our septic platform specifically for septic companies.

Looking for more information about our septic company software and our estimates tool? Contact our team below with any questions or to schedule a demo.

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