QUADRA: JOB COST ESTIMATINGINTEGRATED ESTIMATING, QUOTING, PURCHASEAUTOMATION AND JOB PLANNING

Quadra is a powerful and feature rich web based estimating, purchase automation and job management tool that streamlines your bid to invoice life cycle.

JOB COST ESTIMATING

TAKE THE RISK OUT OF ESTIMATINGIn today’s highly competitive landscape, bids are often won and lost by the narrowest of margins. Spreadsheetsare hard to keep current as prices constantly �uctuate. Using real-time pricing either from your inventory system or directly from suppliers eliminates business risk!

ERTH Corporation is a knowledge based service corporation with customers across North America serving a variety of di�erent industries and companies with standard and custom services, software, applications, consulting and products. We enable our customers to work smarter, not harder.

Visit www.erthcorp.com for more information. To reach our sales desk, simply email us at sales@erthcorp.com or call 888-317-8893.

module tracks all tasks, �les and comments related to a job. Con�gurable alerts meanseveryone stays on top of their tasks. Sales order and purchase orders are createddirectly from your estimates eliminating all duplicate entry.

Save 50% on quoting & purchasing e�ort by eliminating duplicate entry

Reduce quoting errors caused bycomplex and outated spreadsheets

Protect margins with real-time integration with KEY2ACT & GP

E�ciently manage multiple projects & resources with one tool

CUSTOMER TESTIMONIALQuadra is not just a nice to have but a must have for Oakville Hydro. It saves our job planners,designers and �nancial team hours each and every day with the seamless integration between the three products: Quadra, KEY2ACT, and GP. We are no longer updatingspreadsheets with new inventory pricing or manually creating jobs in KEY2ACT. Having anROI of less than four months made the purchase decision pretty easy for us but the continued collaborative partnership with ERTH has validated our decision.

- Mike Brown, Chief Operating O�cer, Oakville Hydro

QUADRA BIDS & QUOTES

KEY FEATURES: Estimating, Quoting, Purchase Automation, Job Management

Quadra seamlessly integrates with your job cost and �nancial systems to eliminate complex spreadsheets, duplicate entry and reduces user and data errors that cut into margins. Complex estimates are easily created by using precon�gured assemblies, importing take-o�s or by simply copying previous jobs. The Project Management

Quadra Software Modules - Features & BenefitsModule Features Benefits

Quadra Base Module - Foundation Layer• Web-based(nousersoftwaretoinstall)• Granularusersetupsecurityoptionspermodule• Applicationconfigurationanduseractivitymonitoring

• Easytomaintainanddeploy• Availableonvirtuallyanyhardwareplatform• Increasesecurityforsensitivedata

Quadra Job Cost Estimating CoreEstimate using:• SeamlessintegrationwithKey2ActJobCostandGPFinancials• Leveragecustomeraddresses,costcodes,andrealtimeinventorypricing• Assemblies-optionalandlinkeditems,MacrosGlobalUnits,divisionalandfixed

pricing,stockandnon-stockitems• Templates,copyjobsorportionsofpreviousjobs,takeoffsandalsofilesCustomize Estimates:• Bylocationorarea• Applybulkupdates,editbidpricingandpercentmarkupsGenerate:• Customizablequotes• BillofMaterialandEstimatetoActualreports• Auto-createapprovedbidsinJobCost

• Eliminateduplicatedataentry• EliminateoutdatedExcelspreadsheets• Reducekeyingerrors• Savetimebynothavingmultipledepartmentscorrecting

jobdetails• Reducetheriskofunderoroverestimatingwithreal-

timecosting• Eliminatecostoverruns• Generatemoreestimatesinlesstime• Improvecommunicationwithteammembers• Provideonlytheinformationusersneedtosee

Vendor Requisition Module• Automaticgenerationofvendorpricingsheetforvendors• Importnewitems,quantitiesandpricesfromvendors• Holdpricingandquantityofitemsforspecificjobsfromvendorswithanexpiry

date• Vendorpricingcomparisonandselection

• Savetimeongeneratinglistofrequiredjobitemsforpricing

• Easycomparisonofvendorpricinginonescreen• Fasterautomationofpurchaseordercreationfrom

selectedvendorsandtheiritems

Quadra PO and SOP ModuleCreateSalesOrdersdirectlyfromapprovedestimates:• CreateSOPsbylocations,inventory,categories,itemstatus,etc.• UpdateinventorycommitmentsinGP• CreateSOPsfornon-stockitemsandadditemstoexistingSOPsCreatePurchaseOrdersfromapprovedestimates:• Multiplefilterandsortoptionsforeasyselection• View,compareandselectsupplierandavailableprices• CreatePOsfornon-stockitemsandadditemstoexistingPOs

• CreatemultiplesalesordersorPOsfromapprovedestimatesdirectlytoKEY2ACTandGP

• Eliminateduplicatedataentry• Reducetimetogenerateorders• Reduceproductiondelays• Paythebestprice• Improvecommunicationwithvendors• Auto-populatePOmodulewithgranulardetails

Quadra Work Flow and Work Management ModuleProject,ApprovalsandAlertsManagement• Customizeabletasksandtemplates• Taskapprovals• Prerequisitetasksincludingtasksfromotherjobs• Assigntaskstousersorgroupsandsendalerts• Trackduration,startandenddates• CustomizableProgressReports• Customizableworkflow• Trackcommentsandfilespertask

• Setuprulesonapprovals• Stayontopofyourtasksaswellasothers• Ensurecrticialresourcesaredeployedcorrectly• Nomissedstepsinyourworkflow• LoggingandAuditing• UpdatemultipletasksfromtheProgressReport

Field Quoting Core Module• FullyintegratedwithKEY2ACT• Searchbycustomername,location,equipment,recommendationorquote• Barcodescancapability• Viewcustomerrecords• Realtimefieldapprovalandcapturecustomersignoff• Reviewcomments,uploadimages,videosorvoicememos

• Setuprulesonapprovals• Empowerandincentivizeyourtechnicians• Improvecustomerservice• Increasesalesopportunities• Reduceduplicatedataentry• Improveaccuracyandstreamlineprocesses

Service Contract Estimating• FullyintegratedwithKEY2ACT• Quicklycreateorcopyservicecontractsforneworexistingcustomers• Pullsincustomerequipmentandmateriallists• Intuitivesystempredictsrequiredpartsbyequipmentmakeandmodel• Addtasklistsandadjustbyvariousvaluesincludingtechlevel,frequencyand

factoring• Adjustforstandardserviceorguanarnteedmaintenancecontracts• Adjustbyavarietyofparametersincludingcost,grossmargin,commissions,etc.

• Reducetimegeneratingandmaintainservicecontracts• Trackfullhistoryofservicecontractquotesgeneratedby

salesstaffovertime• Improveaccuracy• Simplifythemanagementoftheapprovalprocess• Offercustomersserviceoptionswithminimaleffort• Increaseprofitsbyreducingrisk• Traveltimeandmateriallistautomatedcalculator

reducesguessing