Digital Solutions for TAB Firms Utilizing Our TABopts Platform

Digital Solutions for TAB Firms Utilizing Our TABopts Platform

Abstract:

TABopts Takeoff permits swift counts of equipment, air distribution, and more by simply
clicking on the mechanical prints provided in PDF format. The software compiles each item
count on the individual PDF along with equipment totals for the entire project. These totals can
then be transferred to the takeoff in TABopts Project Management to finalize the estimate for
your customer. It offers much more.

TABopts Project Management allows you to generate takeoffs, customized quotes, batch
email quotes, manage TAB projects, track technicians, time, invoices, job cost, and more.

With TABopts Reporting, collect data in the field with or without internet access, synchronize
data on demand, build static pressure profiles, markup mechanical drawings, include
supplemental documentation, capture deficiencies and photos directly from your device. It can
automatically generate your Table of Contents and print calibration certificates with your
instrument list. Plus, it automates the data collection process using the Mark Up system to input
readings directly on the mechanical prints in PDF form.

TABopts ADS Time Tracker enables employees to punch in and out by projects, request time
off, upload expenses for the project, manage schedules, and interfaces with TABopts Project
Management for project costing.

TABopts Commissioning – we can discuss your needs for commissioning.

Learning Objectives:

  1. Streamline TAB processes through digital platforms:
    Explain how tools like TABopts Takeoff and Project Management enhance efficiency by automating tasks such as generating takeoffs, creating customized quotes, managing projects, and tracking costs, reducing manual errors and saving time.
  2. Optimize field data collection and reporting workflows:
    Demonstrate how TABopts Reporting automates data collection, synchronizes field data (with or without internet access), and integrates information directly into project documentation, improving accuracy and streamlining the reporting process.
  3. Enhance productivity and accountability with workforce management tools:
    Explore the capabilities of TABopts ADS Time Tracker to track technician schedules, log project-specific hours, manage expenses, and interface with project costing tools to optimize team performance and resource allocation.
  4. Improve quality control and commissioning workflows:
    Assess how digital tools, such as TABopts Commissioning and automated reporting features, support standardized workflows, enhanced quality assurance, and customized solutions for testing and verification.

Sponsored by: Ameritech Data Solutions

Ameritech Data Solutions (ADS) provides world-class hardware, custom software and data management solutions along with exceptional IT support for your business. We support TAB, Commissioning, Clean Room, and BET Firms from our main office in Hickory, North Carolina.
Founded in the year 2000 as Ameritech Computer Consultants, ADS has evolved into a complete managed services provider, innovative software developer, and your source for technology hardware. Our flagship software solution TABopts Project Management and TABopts Field Data Collection were developed specifically for the TAB, Commissioning, Clean Room and BET Firms looking to automate there day to day operation from Estimating to Certified Report Generation.

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Date

Jan 15 2025

Time

2:00 pm
Category

Speaker

  • Russell Taylor
    Russell Taylor
    Ameritech Data Solutions

    Russell Taylor spent the first 22 years of his career working for Apex Tool Group in warehousing and logistics (computerized inventory control systems). For the next 15 years he worked for Research Air Flo – RDU (NEBB HVAC Test & Balance Firm) in various positions ranging from bidding, pre-engineering, project management, and was an assistant manager for the RDU location with 10 field technicians. In May 2023 he joined Ameritech Data Solutions as Sales Manager – Software.

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