What are the best estimating and invoicing software packages for building contractors?

As a craftsman in the building sector, you've decided to save time on a daily basis by investing in software to easily create and manage your quotes and invoices. But you're struggling to make sense of all the different platforms, software and applications available on the market. To help you make the right choice, here are the best quotation and invoicing software packages for building and civil engineering professionals.

Among the best estimating and invoicing software for building contractors, Sage Batigest Connect is already well known in the construction industry for its wide range of functions. This new solution, from Sage, is based on Batigest i7, and boasts a more modern and intuitive interface, as well as greater data storage capacity.

Sage Batigest Connect estimating and billing software includes the following management modules :

• document archiving ;
• cash flow monitoring with customer reminders ;
• management of construction sites in progress: quantity surveys, time recording, purchasing management ;
• analysis of financial profitability ;
• accounting management ;
• alerts on tender documents ;
• remote working possible with web access.

In terms of quotation management, this software offers you specific functionalities :

• ability to create a database of supplies, labor and materials, with associated purchase and selling prices;
• automatic calculation of the total amount of the quote from the elements selected in the database;
• discounts and rebates ;
• inclusion of deposits and credit notes ;
• customizable estimates and invoices ;
• detailed estimates for each work.

The price of this quotation and invoicing software ranges from between 30 and 102 euros ex.depending on the solution and features selected.

Batappli is also one of the best estimating and invoicing software packages for building contractors. This subscription-free software includes the main features you need to manage your business :

• quote creation ;
• invoicing ;
• customer management ;
• Batichiffrage Multiservice library.

Batappli offers a range of 4 estimate and invoice software for professionals:

• Batappli Devis Batappli Devis: designed for self-employed entrepreneurs or small craftsmen, this software lets you create estimates, simplify job costing, issue invoices and build up a customer file;
• Batappli Artisan Batappli Artisan: you have access to customer account management, invoicing, maintenance contract management, worksite monitoring and scheduling for up to 9 employees;
• Batappli PME Batappli PME: for construction and renovation companies (pool specialists, heating engineers, landscapers, carpenters, etc.);
• Batappli Mobile Batappli Mobile: this software lets you consult all your data (quotes, invoices, etc.) on iPhone, iPad or Android.

Depending on the features selected, Batappli costs between 590 and 1,590 euros ex VAT.

WEB2VI is also one of the best estimating and invoicing software packages for building and civil engineering contractors. WEB2VI includes multi-VAT management, quote status management, discounts, deposits and credit notes. You can send your quotes and invoices by e-mail directly from the software, and it's also possible to insert 3D metering measurements.

In addition to the standard quote and invoice editing functions, WEB2VI enables you to :

• set customized costs based on company data and usage;
• visualize changes in sales, hours worked and the number of quotations and invoices produced over a given period;
• propose margin and expenditure targets using an integrated management tool ;
• monitor your site's progress, issue material purchase orders and manage your human resources;
• access a library of works complying with the Document Technique Unifié (DTU), comprising over 75,000 references: you can automatically calculate your labor time, costs and suppliers' rates.

WEB2VI is available on request, starting at 25 euros (excl. VAT) per month.

Factomos allows you to save time editing your quotes and invoiceswhile guaranteeing personalized, professional documents.

Factomos software, fully RGPD compliant, also includes essential features for managing your business :

• efficient cash management with reconciliation of incoming and outgoing sales and purchasing invoices;
• export movements and entries in Excel format ;
• secure consultation of your bank account using AES encryption;
• direct banking access ;
• virtual workbooks ;
• data management and activity monitoring ;
• provision of an API, an e-commerce module, a guarantee of conformity.

Factomos is a subscription-based tool:

• monthly : between 9.90 and 39.90 euros (excl. VAT) per monthdepending on the solution chosen;
• annual: between 99 and 399 euros excl. tax per year, depending on the solution chosen.

Les logiciels présentés dans cet article répondent principalement aux besoins de devis, facturation et gestion commerciale. Techtime intervient sur une autre partie de l’activité : l’organisation et le suivi opérationnel des chantiers et interventions.

Notre logiciel BTP centralise le planning des équipes, les activités, les documents, les photos, les heures et les informations remontées du terrain, depuis le bureau comme sur chantier.

Vous pouvez donc conserver votre logiciel de devis et facturation tout en utilisant Techtime pour organiser l’exécution des travaux. Si votre organisation nécessite des échanges entre les deux outils, une connexion ou un ajout de fonctionnalités spécifiques peut être étudié selon vos besoins et les possibilités techniques des logiciels concernés.