PRO-TECH Features

PRO-TECH Improves Business Performance

Prepare a quote for two doors or 2,000 doors. PRO-TECH simplifies the process for projects of any size! The feature-rich software automates many tasks to save you time and money.

Improve Business Efficiency

Advanced Data

  • Integrated Price Books - Product data from across the industry is at your disposal with access to manufacturers' price books
  • Libraries - Streamline jobs and increase consistency and accuracy when configuring and estimating project items
  • Real-Time Product Updates - Track change orders and impact to price as the project evolves

Automation

  • Import Schedules - Openings schedules and hardware sets can be imported directly from Excel or Openings Studio
  • Elevations - Render 3D images from hundreds of templates or create from scratch in APOGEE, our advanced drawing program
  • Automatic Revisions - Easily revise any schedule without errors, regardless if it's one door or 10,000 doors
  • Price Estimate Reports - Detailed price estimate reports allow quick and accurate reviews before submittal

Integrations

  • Accounting - Integrate with third-party ERP/accounting systems
  • AD - Active Directory integration for easy employee log-in 
  • Customized Integrations - Custom integrations are possible for customer specific solutions

Productivity

  • Door Schedule Creator - Create detailed door and hardware schedules for any number of doors
  • Reports Manager - Generate 26 different reports including frame drawings, hardware sets, material costs and openings status reports
  • Conversions/Alternatives - Automatically generate suggested conversions and user saved alternatives
  • Submittal Bid Sheet - Quickly produce concise, summarized professional bid sheets; easily add custom notes on each sheet

Create Consistent Performance

Accountability

  • User Management - Administrators can manage users, roles and permissions (view, create, edit)
  • Admin Tools - Prevent inconsistent product and job pricing issues; allows management to control and set markup percentages
  • Questions/Requests for Information - Track and manage all client inquiries, associate questions with hardware sets and add images to any question RFIs

Accuracy

  • Contacts - Manage all contact and job site information
  • Change Orders - Quickly create change orders to review modifications to approved jobs
  • Submittals - Accurately create purchase orders, proposals and submittal packages with summary and detailed drawings
  • Job Site Information - View and manage all job site information in one location 

Convenience

  • Custom Price Books  - Create and save custom price books
  • Letterhead - Upload your company's letterhead using the Word proposal feature to create distinctive submittals
  • Cloud Hosting - Cloud hosting on Amazon Web Services is standard in TITAN and optional in V8
  • Hide and Archive - Stay organized and focused on your current jobs and orders while having access to historical job and order data

Simplicity

  • Export - Download complete or specific data sets with the document export feature
  • Tags/Groups - Create Areas to break a contract job down by building, floor, phase or any other category you choose
  • Automatic Backups - The automatic backup feature stores information in the cloud