4/18/25

Overview & Walkthrough

eConverge Overview


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Welcome to E Converge, your complete intuitive solution for streamlined and accurate jock procurement.


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Today, we're excited to guide you on an engaging walkthrough of E Converge, highlighting exactly how it simplifies your daily tasks, enhances your productivity, organizes your workflow, and helps you deliver jobs with exceptional speed, accuracy, and confidence.


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At the core of Econverge, you'll discover three essential sections thoughtfully designed to mirror your real world workflow and keep your jobs flowing smoothly.


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Navigation Panel.


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Consider this your digital work truck, ready to transport you quickly and seamlessly between your organization, portfolios, folders, jobs, and estimates.


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With clear, intuitive navigation, you'll effortlessly find and manage your critical job elements.


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Workspace This is your primary job site, the hub where all the detailed actions happen.


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Here you can manage, create, edit, and customize your jobs, ensuring every detail is precisely captured and your workflow stays organized.


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Tool Belt An expanding toolbox packed with powerful features designed to boost your efficiency and collaboration.


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The Tool Belt also hosts direct ways for you to provide valuable feedback, empowering us to enhance your experience.


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We're continuously adding innovative features here to streamline your tasks even further.


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At the folder level, Econverge allows you to keep your workspace clean, intuitive, and highly manageable.


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Swiftly add, remove or restore jobs with a click, ensuring your workspace remains clear and manageable even during complex jobs.


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Create jobs from contracts that are complete with total groups built in that allow you to total up everything quickly and in a custom way that works for you.


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Or make use of our advanced job creator to really get into the details so that your job is set up just the way you want it before even adding in your first estimate.


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Easily tag favorite or reorder jobs to prioritize your workflow and simplify navigation, helping you instantly identify and access your most important tasks.


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Instantly create new jobs using convenient templates for repeatable jobs or start completely fresh, giving you ultimate flexibility to address specific job demands.


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Econverges Job management is both user friendly and comprehensive, providing full control over your workflow.


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Effortlessly Add, delete, restore, tag, favorite, or reorder estimates, placing powerful job control firmly in your hands.


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Dynamic tagging and untagging functionality allow for seamless cost control and effective exploration of different job scenarios without the risk of losing your original estimates or ideas.


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With the precise Totals feature, Econverge allows you unparalleled flexibility and accuracy in customizing your jobs and their estimates.


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Rapidly integrate totals via contracts and total groups at the time of job creation, or design your own fully customized solutions tailored to your exact job needs.


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Apply totals, percentages, or specific monetary adjustments swiftly and precisely, enhancing accuracy and reducing time spent on manual calculations.


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Conveniently modify totals such as regional pricing through our easy to use Metro area multiplier, ensuring your estimates reflect true, localized pricing accurately.


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E Converge excels in providing comprehensive, easy to understand job summaries, ensuring clarity at every stage of your jobs.


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Gain immediate insights with detailed breakdowns by division, material, labor and equipment, clearly distinguishing between priced and non priced subtotals for simple review.


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Instantly view your grand total alongside detailed summaries, empowering informed, transparent decision making.


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Use the preview feature for a complete line by line breakdown, giving you the clarity to build accurate, reliable and highly professional job summaries.


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The estimate workspace in E Converge is meticulously crafted for optimal productivity.


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Easily manage cost items by adding, deleting, restoring, tagging, choosing favorites, reordering, and editing with unparalleled simplicity.


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Quickly adjust quantities and add notes with Standard Edit or access Advanced Edit for in depth customization, turning standard cost book items into detailed, tailored cost items unique to your jobs.


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Leverage batch modification to adjust multiple items at once, significantly enhancing your workflow efficiency.


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Navigate effortlessly using intuitive mouse interactions, comprehensive keyboard shortcuts, and convenient right click menus specially designed to boost your productivity.


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Creating precise, detailed estimates is straightforward and intuitive.


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Instantly access your personal cost books through the convenient My Cost Books feature, enabling rapid retrieval of up to Choose from your expandable library of cost books tailored to different job needs or market conditions, ensuring every estimate is accurate and relevant.


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Swiftly locate items using intuitive tabs, including search, navigation, tags, favorites, and a comprehensive index.


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Seamlessly scroll, select, and navigate cost items through responsive keyboard shortcuts, dramatically improving the speed and ease of your workflow.


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Make use of our cost book Quick Search, helping you quickly find exactly what you need in no time.


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Tag and transfer items directly into your estimate with ease.


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Quickly adjust quantities, ensuring your estimates are consistently precise, comprehensive, and produced in record time.


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Econverge is thoughtfully designed to adapt seamlessly to your workflow.


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Clearly visualize jobs using the integrated image gallery, providing essential visual context.


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Customize your workspace effortlessly, collapsing, resizing and rearranging panels exactly as you prefer for maximum productivity.


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Rename items quickly with a simple double click and organize your workspace intuitively through easy drag and drop functionality.


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E Converge is not merely software, it's your trusted partner in delivering jobs swiftly, precisely and with complete confidence.


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Thank you for choosing E Converge Together.


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Let's continue to build smarter, faster and more successful solutions.

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Getting Started in eConverge