Estimating for ECI RockSolid MAX
An emailed request for quote becomes a priced quote in your own sheet, every line mapped to RockSolid MAX’s item record at your markups. Your estimator reviews it, sends it and enters it as a quote in RockSolid MAX.
Sales & estimatingUpdated Oct 202620 ERPs
See it work on RockSolid MAX.
Click through the steps. Fictional data, in RockSolid MAX’s terms; the real thing runs on RockSolid MAX.
Attached material list for the detached garage at Lot 14 Birchwood. Need pricing by Friday.
Customer, project, due date and the material list, from the estimating mailbox.
The problem, as it happens in RockSolid MAX.
A request for quote is an email with a material list or a set of drawings attached. The estimator reads it, finds each item in RockSolid MAX’s item record, checks cost, applies the house markup for that customer, and builds the quote in the same Excel sheet the yard has used for years. Then a revision comes in.
The desk writes over a thousand quotes a year. Most of the time goes into reading and retyping, not into the pricing decisions that win the job.
How it works.
- 1
The request becomes a card
Forwarded into the estimating mailbox or opened by hand: customer matched to the customer account, project, due date, attachments. The estimator sees it on the desk with the due date on it.
- 2
Lines are read and mapped
Items read out of the material list or taken off the drawings, mapped to the item record in RockSolid MAX, with the matches a person should check flagged. A drawing is measured into regions the estimator confirms before anything is priced.
- 3
Costed and priced
Cost from RockSolid MAX, price from your versioned markup policy by customer and category. Supplier quotes you hold are priced from where you have them. The estimator sees the margin per line, not just the total.
- 4
The quote, in your sheet
The house Excel sheet and its PDF, versioned. The estimator reviews, downloads and sends from their own mailbox, and enters it as a quote in RockSolid MAX. Revisions are a new version, not a new file.
How it connects to RockSolid MAX.
Lunica reads the item record and the customer account through RockSolid MAX’s reporting access, under an account that can only read, confirmed at onboarding: current cost, the price level and markup each account carries, and the quotes already in RockSolid MAX’s history, so a revision is priced against what went out last time. Supplier quotes you hold are read from the share or mailbox where you keep them.
Nothing lands in RockSolid MAX without a person and nothing is sent on its own. The quote is written into your own sheet and PDF; the estimator sends it from their own mailbox. It goes into RockSolid MAX as a RockSolid MAX import where one exists, or keyed by your team from what Lunica prepared, and Lunica records the number afterwards so the pipeline and RockSolid MAX agree.
What a week looks like.
- Reading and retyping stop being the job.
- Every quote is priced on the same policy.
- Revisions keep their history.
- Pipeline, hit rate and expiring quotes in one view.
Questions
Does it send the quote?
No. It tells the estimator a quote is ready. The estimator sends it from their own mailbox.
Does it write to RockSolid MAX?
No. Lunica reads RockSolid MAX and prepares the quote. A person enters it as a quote in RockSolid MAX, and Lunica records the number afterwards.
What about takeoffs from drawings?
Drawings are measured into regions a person confirms before anything is priced.
Will it match our sheet?
It writes your sheet, not ours. The output is the Excel file your customers already recognise, plus a PDF.
Pass-through quotes from a manufacturer?
Attached and priced from the supplier’s quote on file, with its validity date tracked.
Where does it run, and what does the model see?
On one server inside your network that connects out to ECI’s hosted RockSolid MAX, reading through RockSolid MAX’s reporting access, under an account that can only read, confirmed at onboarding. The model sees the request, its attachments and the items it is matching, not the whole item record.
Does it need a server?
Lunica runs on one server inside your network that connects out to ECI’s hosted RockSolid MAX, set up and maintained by Lunica. It reads ECI RockSolid MAX through RockSolid MAX’s reporting access, under an account that can only read, confirmed at onboarding. There is no inbound connection from outside your network.
What does Lunica read in RockSolid MAX?
The customer account, open items and terms, purchase orders and receipts, the item record, quotes and order history, as each workflow needs them. Read-only, and only the rows a task is about.
Can it post to RockSolid MAX?
Nothing lands in RockSolid MAX without a person. What belongs in RockSolid MAX goes back as a RockSolid MAX import where one exists, or keyed by your team from what Lunica prepared.
What about our documents?
Invoice copies and scans keep living in RockSolid MAX document storage. Lunica reads them when a workflow needs one and never writes to them.
The same workflow, on another ERP.
Estimating is written for every system on the list. You’re reading the RockSolid MAX version.
See it on your RockSolid MAX data.
Thirty minutes. We walk the workflow on RockSolid MAX data, then map it to yours.