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Epicor BisTrack

TradeTek

Name: Epicor BisTrack
Brand: Epicor

Precision Estimating for Building Suppliers

BisTrack will soon integrate seamlessly with TradeTek, empowering building suppliers to automate and accelerate their estimating and quoting workflows.

Benefits
Features
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Benefits

Effortless Digital Estimating

Accelerate your estimating process with powerful digital tools.

Import PDF plans instantly so you can scale and measure directly on-screen, eliminating manual steps and reducing errors from the start.
Automate material calculations using customizable assemblies, ensuring every component is accounted for with precise formulas and properties.
Reduce manual entry and repetitive work by leveraging digital takeoff tools that streamline the entire estimating workflow.
Speed up turnaround for quotes and estimates so your team can respond faster to customer reques

Seamless BisTrack Integration

Connect your estimating and ERP workflows for total efficiency.

Sync product lists and customer data between TradeTek and BisTrack, ensuring your estimates always use the latest, most accurate information.
Push quotes directly into BisTrack with a single click, eliminating the need for duplicate data entry and manual transfers.
Map assemblies and lists for accurate, up-to-date data, so your team can trust every estimate and quote.
Secure login with BisTrack credentials keeps your data protected while enabling smooth access across platforms.
Connect List data from external sources like BisTrack, CSV files, or cloud databases, and instantly reflect changes in your jobs.

Customizable Reporting

Deliver insights and clarity to your team and customers.

Six built-in templates let you generate professional reports quickly, tailored to your business needs.
Create custom layouts for unique projects or customer requirements, ensuring every report is clear and actionable.
Group reports by building, level, or delivery load to provide detailed breakdowns for internal review or customer communication.
Share reports internally or externally to keep everyone informed and aligned throughout the project lifecycle.
Preview live report data for any job before exporting to PDF, CSV, or Excel, and easily control report content and format

AI-Powered Productivity

Leverage smart features to save time and boost accuracy.

Auto-name plan pages for easy organization, so you never lose track of critical documents or details.
Search for specific text within plans to quickly locate information, saving valuable time during takeoff and review.
Built-in knowledge base helps new users learn quickly, reducing onboarding time and ensuring everyone is productive from day one.
Continuous feature updates mean your team always has access to the latest tools and capabilities.

Cost Savings

Cut software costs and streamline your tech stack.

Eliminate multiple applications by consolidating estimating and quoting into one integrated solution, reducing licensing and support expenses.
Reduce IT maintenance with cloud-based integration, freeing your team from complex upgrades and troubleshooting.
Lower training costs thanks to intuitive workflows and built-in support resources.
Scale easily as your business grows, with flexible tools that adapt to your needs.

Advanced Quoting Features

Handle complex jobs with confidence.

Support for line notes and tallies ensures engineered wood products and specialty materials are quoted accurately and tracked throughout the process.
Configurable mapping tool accommodates diverse data structures, making it easy to tailor the system to your business.
Pre-configured bundles for different trade groups minimize implementation time and simplify onboarding for new customers.
Highly configurable, open platform lets you tailor TradeTek to any construction trade, with all data (Lists, Assemblies, Reports) accessible via API, CSV, desktop, cloud, or plugins.

Features

Digital Takeoff Tools

Import and scale PDF plans: Instantly measure and prepare project documents for accurate takeoff.
Customizable assemblies and integrated Lists: Automate complex calculations for every building component and select materials/labor during takeoff, with instant updates to estimates as List data changes.
Flexible database/list system: Map products and materials for seamless estimating, with List data stored locally, in external CSV files, cloud, or via plugins like BisTrack.

BisTrack Integration Plugin

Secure API access: Use BisTrack credentials to ensure data integrity and privacy.
Configurable mapping tool: Supports up to five unique maps, making integration flexible for different business needs and data structures.
Push quotes and data directly: Instantly send estimates into BisTrack for a unified workflow, with List data syncing from external sources like CSV, cloud, or plugins.

Reporting & Communication

Six built-in templates: Generate fast, professional reports tailored to your business needs.
Custom layouts and live preview: Create layouts for unique projects and preview live report data before exporting to PDF, CSV, or Excel.
Group and share reports: Organize by project phase for better collaboration and clear communication.

AI Productivity Suite

Auto-naming and text search: Speed up navigation and organization of plan pages.
Knowledge base for onboarding: Help new users get up to speed quickly with built-in support.
Frequent updates: Continuously deliver new functionality to support your changing business needs.

Advanced Quoting

Line notes and tallies: Track specialty products for detailed estimates.
Pre-configured bundles: Quick setup across different trades for faster onboarding.
Configurable open platform: Customize TradeTek for any construction trade, with all data (Lists, Assemblies, Reports) accessible via API, CSV, desktop, cloud, or plugins.

Cross Platform & Hybrid Cloud Architecture

Mac and Windows compatibility: Run TradeTek on any major desktop platform.
Hybrid GPU/cloud performance: Combine desktop speed with cloud scalability for large projects.
Team data sharing and offline usability: Collaborate across the Internet and maintain productivity during outages.

BisTrack's TradeTek integration is coming soon

While it’s not available yet, fill out the form to speak with an expert and stay informed about this upcoming release.

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