Features

Medallion has the features that residential contractor requires

Estimates & Proposals

Create accurate job estimates using takeoff measurements and quantity formulas. Add overhead factor and desired profit margin to calculate final bid prices. Generate and email proposals that include prices per plan and option prices per plan.

Takeoffs

Add takeoff measurements (linear feet, square feet, count, etc) and use those measurements in item formulas to calculate item quantities for each estimate. Identify item location and fixture type for selected items – example Primary Bath, Drop-in Tub.

Material Pricing

Takeoff material cost can be calculated using these methods – average item cost, lowest cost, preferred vendor cost, selected vendor cost, or standard cost. The same or different method can be used when generating purchase orders for those material items.

Bid Calculations

Takeoff items can be totalled into user defined quote categories. Then, add overhead factor and desired profit margin to calculate the proposal price. You can override the suggested price and the new profit margin will be recalculated.

Contract Proposals

Generate customer contract proposals per plan that include work scope, fixture schedules, options prices, and phased billing schedule.

Options Takeoffs & Pricing

Create and price all options offered by the homebuilder. Identify changes in labor, material, and subcontract that will be applied to job budget when the option is selected.

Plan Specific Documents

Attached plan specific files like mini-prints, elevation drawings, and fixture schedules to estimates that can be viewed by any authorized Medallion user.

Project Management

Set up projects to identify builder subdivisions, subdivision phases, and available plans/elevations. Enter and track subdivision information like total units, bid contact, and project supervisor. Track project equipment like mobile storage units and security equipment.

Subdivisions, Phases, Plans

A residential subdivision is a project and each project identifies the plans offered in that subdivision. Plan data includes stories, bedrooms, baths, and square footage. Construction phases are entered as subprojects.

Project Data

Project data includes: job type, job territory, sales tax rate, your estimator, your engineer, and your job supervisor. Projects also have builder data including: builder’s project number, project number, bid contact, project contact, bid due date, project unit count, and more.

Bid Managment

Identify the material vendors for material bids and the trade subcontractors for subcontract bids. Record and award bids for base contract and options by builder plan.

Equipment Tracking

Identify equipment needed for the project and identify whether you plan to use your own equipment or rent equipment. Enter estimated date range needed and estimated rental or internal equipment cost. Track project equipment delivery, return, and status.

Project Documents

Link builder project documents like bid requests, plat maps, blueprints, specification sheets, etc. Link your project documents like project work scopes, initial proposals, and final contract.

Production Scheduling & Management

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