Best Estimate Pro

The typical implementation process for Best Estimate Pro software generally follows these steps:

• Initial Consultation and Needs Assessment: A meeting with the customer to assess specific business requirements. The implementation team discusses the features needed and how Best Estimate Pro can integrate with existing processes.

• Account Setup: Creating user accounts and setting up the business profile. This includes entering company-specific data like pricing structures, customer information, and default settings.

• Data Import/Integration: Importing existing data such as client lists, estimates, or other important business data. The system is also integrated with other software the business might be using, like CRM or project management tools.

• Customization: Customizing the software according to specific business needs, such as setting up templates for estimates, adding specific products or services, and adjusting workflows.

• Training and Onboarding: Training is provided to employees on how to use the software effectively. This may include webinars, tutorials, or personalized sessions depending on the size of the business and the complexity of the features being used.

• Testing: Running the software in a test environment to ensure all functionalities are working as expected. Any issues are addressed before full deployment.

• Go Live: Once everything is tested and configured, the software goes live. The business begins using Best Estimate Pro for its operations, with the support team on standby for any issues.

• Post-Implementation Support: After the software is implemented, Best Estimate Pro offers ongoing technical support and customer service to resolve any problems and provide guidance.

Overall Timeframe: 2-4 weeks, depending on the complexity of the business needs and the extent of data integration or customization required. This timeline can vary based on the size of the company and specific needs.

Best Estimate Pro offers several customization options to fit specific business needs:

• Customizable templates: Users can customize templates to suit their specific project requirements.

• Customizable pricing: The software allows users to adjust pricing for materials and labor.

• Database modification: The pre-set database can be modified to include specific items or pricing relevant to a particular business.

• Custom material addition: Users have the ability to develop their own pricing and add materials not listed in the default database.

• Adjustable materials: The default database can be used as a starting point, with the option to adjust materials in each estimate based on market changes.

• Multiple package options: Best Estimate Pro offers several package options, allowing businesses to choose the one that best fits their needs.

• Sector-specific customization: The software caters to different verticals, including commercial, residential, and industrial sectors, suggesting some level of customization for each.

• Visual assembly solutions: This feature allows for customization on how estimates are visually presented.

• Integration capabilities: The software integrates with QuickBooks, which may allow for customized financial management.

• Flexible pricing models: Best Estimate Pro offers different pricing models, including pay-per-use and subscription options, allowing businesses to decide the most suitable financial arrangement.

Best Estimate Pro offers several types of training and support for new users:

• Free Support: Every subscription includes free support from Best Estimate Pro's professional support staff.

• Online Training Videos: The company provides convenient online training videos for users to learn how to use the software.

• Phone Support: Best Estimate Pro offers phone support to assist users with any questions or issues.

• Knowledge Base: They maintain a knowledge base that includes:

  • Help Guides
  • Video Guides
  • Blogs

  • Webinars

• Responsive Support Staff: One user review mentioned that when they called tech support, they spoke with someone who was an electrical contractor and could communicate in terms they both understood.

• Easy Learning Curve: The software is designed to be user-friendly, with one review noting that "the learning curve was very fast.

• 30-Day Free Trial: Best Estimate Pro offers a 30-day free trial, which allows new users to explore and learn the software before committing to a subscription.

• Ongoing Updates: The company mentions adapting to evolving technology, suggesting they provide updates and improvements to the software over time.

These support and training options are designed to help new users quickly become proficient with the software and address any issues they may encounter during use.

• Cloud-based Security: As Best Estimate Pro is a cloud-based solution, it likely employs standard cloud security protocols to protect user data.

• Remote Access: The software allows users to access their data from any location with internet access, suggesting some level of secure authentication is in place.

• Multi-user Access: The software supports multiple users, which implies some form of user access control and permissions management.

• Integration Security: The integration with QuickBooks suggests that Best Estimate Pro has measures in place to secure data transfer between platforms.

• Compliance: As a professional software solution, Best Estimate Pro likely adheres to industry-standard data protection regulations, though specific compliance certifications are not mentioned.

• Regular Updates: The company mentions adapting to evolving technology, which may include security updates and patches.

• Data Collection: The policy states that they collect personal information for specific purposes, which are identified before or at the time of collection.

• Data Use: Personal information is collected and used solely for fulfilling specified purposes or other compatible purposes, unless consent is obtained or required by law.

• Data Retention: The company retains personal information only as long as necessary for the fulfillment of those purposes.

• Data Protection: Best Estimate Pro commits to protecting personal information with reasonable security safeguards against unauthorized access, disclosure, copying, use or modification.

• Transparency: The company promises to make information about their policies and practices relating to personal information management readily available to customers.

Terms and Conditions of Best Estimate Pro, here are the key points regarding contract renewal and cancellation:

• License Termination: The license granted to use the materials on Best Estimate Pro's website can be automatically terminated if the user violates any of the restrictions outlined in the Terms and Conditions.

• Termination by Best Estimate Pro: Best Estimate Pro reserves the right to terminate the license at any time, without specifying a reason.

• Post-Termination Obligations: Upon termination of the license, users must destroy any downloaded materials in their possession, whether in electronic or printed format.

• No Explicit Renewal Terms: The Terms and Conditions do not explicitly mention any automatic renewal processes or terms for contract renewal.

• Modification of Terms: Best Estimate Pro may revise the terms of use for its website at any time without notice. Users are bound by the current version of the Terms and Conditions when using the website.

• Governing Law: Any claims relating to Best Estimate Pro's website are governed by the laws of the State of North Dakota, without regard to conflict of law provisions.

• No Refund Policy Mentioned: The Terms and Conditions do not specify any refund policy for cancellations.

• No Long-term Commitment Mentioned: There is no mention of any long-term commitment required from users.

Data Privacy Compliance:

• GDPR (General Data Protection Regulation): If Best Estimate Pro operates with clients in Europe or handles European user data, it would need to comply with GDPR, ensuring strict data protection and privacy rules.

• CCPA (California Consumer Privacy Act): For U.S. customers, particularly in California, the software may need to adhere to CCPA standards for consumer data protection and privacy.

Cybersecurity Compliance:

• SOC 2 (Service Organization Control 2): If the software involves cloud services, it may adhere to SOC 2 standards, which focus on security, availability, processing integrity, confidentiality, and privacy.

• ISO 27001: This is a common certification for software companies, focusing on establishing and maintaining information security management systems (ISMS).

Construction Industry Standards:

• Estimating Accuracy and Best Practices: While not a formal compliance standard, estimating software is expected to meet industry best practices for accuracy, project cost estimation, and adherence to construction guidelines.