CostCertified Software

Awesome estimating software

Pros

Once I became used to to using the software, creating a comprehensive home quote became quick and effortless. After setting up my database, I could conveniently select items from past quotes for reuse.

Cons

Learning how to navigate the software was a bit challenging at first and I had to make significant adjustments to the labor pricing to align with our local market.

Buyer beware

Pros

What we liked the most was the concept of their offering. Throughout the sales process, we were presented with a stunning estimate (similar to what we would send to potential customers) that truly had a captivating effect. We liked that customers could actively engage with the estimate, making upgrades or downgrades to align the project with their desires, needs, and budget.

Cons

Setting up the system was quite complex. We had to spend around 6 weeks working closely with the team to customize templates, calculators and backend processes. However, the meetings with the development team didn't go as planned. We ended up attending 7 to 8 meetings, but it seemed like they misunderstood our intentions and thought we were only there to ask questions rather than seeking their assistance in building everything out. Additionally, the software lacks project management capabilities, so we had to purchase another program to handle that aspect of our business. Considering the price we paid, it felt quite expensive for the features provided. The initial purchase only included one user, and we had to pay extra for additional users, which made it difficult for the three of us to utilize the software effectively for estimating, reporting, and task assignment. Unfortunately, there was no trial period offered, which they explained as the software being too customizable to provide one. While I understand that reasoning, it would have been reassuring to have some sort of guarantee or refund option, even with certain conditions, to instill confidence in our $4000 investment.

This program has been a huge Gamechanger!

Pros

The system provides us with professional proposals that we can accurately and quickly deliver to clients. We also particularly like the seamless customization to our niche business, streamlining the entire process from start to finish.

Cons

We didn't encounter any major issues. However, since our company offers highly customized products, it took some time to input all our items into the system. But the effort has definitely paid off!

Great dedicated team that are there for you each and everyday

Pros

The way the information is presented to our clients is impressive.

Cons

I think that the presence of the various time-saving formulas will be a game-changer.

Custumer service

Pros

After purchasing the product for $1700 for six months, I encountered difficulties in obtaining assistance. The person who was supposed to help me create my profile and set everything up went on vacation and never returned. Unfortunately, there is no refund policy, so they do not reimburse your money.

Cons

It was quite challenging to learn about the system on my own.

CostCertifed has helped my business grow!

Pros

I cannot stress enough the value of CostCertified software. I can generate painting quotes within minutes. One major advantage is the ease of accessing product items or entire house assemblies with a simple click. Pricing can be saved per item, as all the information can be preloaded. Any new items added are automatically saved to my company's database, which can be accessed on my phone or iPad since it's cloud-based. The system also includes built-in CRM, enabling me to see when customers last viewed their quote, allowing for timely follow-ups. Additionally, scheduling features will be available by the end of October. CostCertified provides comprehensive onboarding support to help set up company files if needed. Moreover, you can personalize pictures for your customers to enhance their association with your quotes.

Cons

So far, I have been using the product for 5 years, and the company has made numerous improvements during that time. I have no complaints at the moment.

Great Onboarding Experience

Pros

The software is highly customizable to suit my business methods and branding which enhance my company's professional image and appearance for my customers.

Cons

Customers found it difficult to adjust to the non-traditional estimate format.

Do Not Purchase without a trial

Pros

There's not much I like about this software. The software feels a bit clumsy. Whenever I try to highlight something, it unexpectedly exits from there causing me to lose all the recent changes. Editing items can be quite tedious.

Cons

If you're considering purchasing this program, I would highly recommend opting for a long trial period or choosing the monthly payment option. The company doesn't provide refunds for unused time or offer any flexibility if the software doesn't meet your needs.

Modern yard works review

Pros

It very much helps in keeping everything organized and simplifies the process of estimating large projects.

Cons

There are many features to remember, which made the initial setup process quite time-consuming.

Helpful for our design process after estimating

Pros

We genuinely like that this software empowers our potential clients to engage with their proposals, allowing them to adjust the price and select the desired fixtures. It greatly aids the design process by helping us choose options within their price range.

Cons

Some aspects of the software, like adjusting viewing settings, deleting items and creating assemblies that work for every job, can be a bit cumbersome. This has been particularly challenging since each project we undertake is unique.