Quotes built from memory win the wrong jobs and lose the right ones. ShopXpert job costing software builds every estimate from costing templates and formulas you define, turns approved quotes into jobs, and shows estimate vs actual so the next quote is sharper.
Pricing is a guess until real costs flow back into the next estimate.
The problemThe real pricing logic lives in one person’s spreadsheet, and nobody else can use it.
Create costing templates for the work you do, such as machining, fabrication, or assembly. Each template holds the fields an estimator fills in: material type and size, number of operations, tolerances, threads, surface finish, thin walls, and complexity.
Template items add the rest: material, processing, heat treating, NDT, part marking, certs, AS9102 first article, source inspection, grinding, and more. ShopXpert calculates the cost each, the total cost, and the lead time, and you add the markup.
The problemGeneric quoting tools force your shop into their pricing model.
Every template item can have its own cost formula and lead time formula, with conditions. Charge one rate when the material is titanium and another when it is aluminum, or add a day of lead time when parts need stress relief.
Use fixed amounts, outputs, and notes, so the estimate shows exactly how a price was built.
The problemA customer reorders a part from last year, and the old quote is impossible to find.
Search Repeat Estimates by part number to see every past estimate with its revision, costing tool, lead time, quantity, sell price, and the job it became.
Estimates keep revisions, customer PO, shipping, terms, internal notes, and files, so nothing about the last order is lost.
The problemWinning the job means retyping the whole quote into the system that runs production.
When the work is approved, the estimate becomes a sales order and a job with stages, tasks, deadlines, and purchasing needs. The costing tool stays linked from estimate to sales order.
Labor, material, and outside costs post to the job as work happens, so you compare the estimate with actual cost while the job is running. See the full flow in manufacturing ERP.
Every quote is built from the same logic and checked against what jobs really cost.
Fill the TemplateEnter material, size, operations, and requirements.
CalculateFormulas build cost each, total cost, and lead time.
QuoteAdd markup, keep revisions, and send the estimate.
Convert and CompareApproved work becomes a job, and actual cost is tracked against it.
Faster quotes, consistent prices, and margins you can check.
Every estimator uses the same templates and formulas.
Templates and repeat estimates cut quoting time.
Estimate vs actual on every job.
Outside processing, certs, and inspection are part of the template.
Pricing is only as good as the cost data behind it.
Want to see your own pricing logic in ShopXpert? Talk to our team.
Job costing software estimates and tracks the cost of each job, including material, labor, outside processing, and overhead, so you can price work accurately and compare estimates with actual cost. See the accounting definition of job costing.
Yes. Costing templates support custom fields and items, each with conditional cost and lead time formulas.
Search Repeat Estimates by part number to see past estimates with revision, price, lead time, and the job each one became.
Approved estimates convert into sales orders and jobs with stages, tasks, and deadlines, and the costing tool stays linked to the sales order.
Yes. Labor, material, and outside costs post to the job as work happens, and ShopXpert compares them with the estimate in real time.
See your own costing templates and formulas running in ShopXpert.
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