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Busy renovation companies find it time consuming to create quotations and variation orders quickly with existing tools like Excel. Disorganized and unsystematic trade pricing and cost estimation is common across the industry. Offset allows you to cut the time it takes to do a quotation from a few hours to 30 minutes or less. It also allows you to better manage your expenses, profit and loss, invoicing and company finances as a whole from one easy-to-use platform.

Think of Offset as the structure that you can build your renovation business on top of. It will totally change the way you run your company, make you way more efficient and allow you to scale much more easily than if you had done things the traditional way.

Excel is a popular way for renovation companies to build quotations, keep track of costs and manage projects. While very convenient to use, it has its downsides too.

1. Its very time consuming to make changes as there is a lot of manual inputs involved.

2. Its easy to make mistakes (such as not adding up your total costs properly).

3. Its difficult to have consistency from one person to the next (or even between different quotations from the same person). So the quotations that a company sends out do not have standardized formatting, wording and pricing.

4. There is no linkage between different documents for the project. Quotations, VOs, invoices and cost tracking all require a lot of duplication of work.

5. There is no overall control over the company’s projects and finances. This again requires an admin staff doing a lot of manual inputs to coordinate.

Offset solves all these issues by integrating everything into one cohesive platform, allowing you to scale your company easily.

1. The pricebook and template system makes building quotations and VOs super-fast. Once it’s been set up (which we can help you with), everything is automated for you and making changes to anything is super quick and fuss free.

2. Since the platform does all the work for you, you will never need to worry about not adding up costs properly and several other easy-to-miss formatting mistakes ever again. Your documentation will come out perfect every time with minimal effort from you.

3. Since everything is on one platform, its much easier to standardize the output for your company, be it the way quotations are formatted or how you price your line items.

4. Once a quote is confirmed, invoices are auto-generated based on your payment terms. Easily connect up your current project estimates with your actual expenses to subcontractors and suppliers. Everything is done automatically for you. It doesn’t get easier than that.

5. All projects are listed and consolidated from one central dashboard. You can see up to date profit numbers for the company at any time with the click of a button. Furthermore, projects and company finances can be gated with Offset’s permission settings so that only those who need to see the information can see it.

Yes! Offset has been built with local renovation firm workflows in mind. You can do everything you currently do in your Excel quotations including optional, inclusive and FOC line items. Another popular feature is packages, which allows you to add reno packages to your quotations.

No! Offset allows you to fully customize your PDF documentation (we will be happy to help you with this) so that it looks almost identical to whatever format you currently use. Its easy to learn to do this yourself so if you want to update the look of your documentation in the future, the possibilities are endless. You do not have to worry at all about your quotations looking generic and like everyone else’s.

Offset allows you to build up and organize all of your trade pricing using a central pricebook and template system. Once this has been built, its very easy to build accurate and well formatted quotations very quickly. You will have the ability to standardize all of the quotations that come from your company and push price updates company wide without having to constantly update pricing PDFs since price updates to the pricebook can be automatically pushed to all of your new quotations.

You will have the ability to break down costs as much as you want, even to individual nuts and bolts, or keep it more general and just put markups on your subcontractor pricing. You can then choose how the customer will finally see those costs (eg you can list all the nuts and bolts, but set it so that the final price only shows the completed cabinet). Powerful features like inclusive, optional and FOC line items allows you great flexibility to quote in the way that you are already used to.

The general idea of the quote engine is that all costs should be broken down to a unit price. Most contractors aren’t used to this but generally speaking, every cost should be broken down this way no matter how custom or complex.

Setting up Offset properly will take some upfront time and effort. However, once this is done, the benefits to your company are massive! Furthermore, we will gladly assist you in this process of set up so that you can get right to the benefits of using Offset. Imagine being able to accurately quote new projects, no matter how complex, in minutes instead of hours.

This is a question that we get asked often, and it may feel like using Offset forces you to do things a certain way. However, this could not be further from the truth! Offset has been built to be extremely flexible and allow you to do things multiple ways and as much customization as you want.

Yes! Offset auto generates invoices for you so that you never forget to collect payment from a customer ever again. Once a project has been confirmed, these invoices will be generated based on the payment terms that you set (which you can customize). You can mark off how much has been paid for each invoice and send receipts to your customer to confirm the payment.

Furthermore, if you have an admin department, the invoices will get automatically get sent over to them so that they can manage all of this without having to manually send the information over. Use Offset’s permission settings to determine who gets to see this sensitive information and who does not.

Once payment has been made, you can export the statement of accounts so that everyone has a clear picture of the overall payment status of the project.

Yes! Offset allows you to input all of your subcontractor and supplier receipts to the system, tag it to a project and reconcile the actual costs with all of your estimates from your quotations and VOs. Its super easy to keep track of your project profitability and you will always be up to date with minimal effort.

Expenses can be accessed at the project level and at the company level. The company admin can manage all of the company’s expenses from a central dashboard. This allows for easy tracking of the company’s overall finances. Use Offset’s permission settings to determine who gets to see this sensitive information and who does not.

Yes! The quotation will be integrated directly with Offset’s powerful invoicing, expense management and profit tracking systems so that you do not have to do extra work to keep track of all of these things. If you have Xero hooked up, the data will then flow seamlessly to your accounts so that all of the repetitive data entry is handled effortlessly for you.

Offset can also integrate with Xero, which gives you a seamless experience from quotation to accounting and reduces manual and duplicated data entry across multiple apps.

Operational departments like project managers and interior designers will find the app very useful to track project profitability and check expenses against budgets for quick approvals. Administrative departments will find other aspects like mass entry of supplier invoices, 2 layer approvals and seamless integration with Xero useful.

A good quotation software will set you apart from the competition by saving you time, helping you make less mistakes and increasing your professionalism.

Offset considers security an extremely high priority matter. We take advantage of reliable industry-standard services like AWS and Cloudflare, which offer DDoS protection and a multitude of security standards and compliance certifications. Offset is also SOC 2 Type II compliant, pen tested, and meets GDPR standards. Your data is safeguarded in transit with TLS and at rest through RDS AES-256.