NDT Quotation Software for Inspection Companies in Canada

Inspection quotes built from rates, crews and scope, sent for e-signature. Request a demo. Affordable. Accessible. Fully customizable. Quote on request.

How NDT work is quoted in Canada

Canadian NDT companies quote into a market shaped by distance and regulation. Work clusters around Alberta's oil sands, the upgraders and the Industrial Heartland near Edmonton, refining and petrochemicals in Sarnia and Montreal, Ontario's nuclear fleet, pipelines crossing several provinces, pulp and paper, mining, and the fabrication shops that build pressure equipment for all of them. Each client group buys inspection differently, and a single company may quote a camp-based oil sands shutdown, nuclear outage support and shop radiography in the same month.

Pressure equipment is regulated provincially. ABSA in Alberta, TSSA in Ontario and the equivalent authorities elsewhere set requirements that flow into what the owner asks you to inspect and to which standard. Radiography is licensed federally by the Canadian Nuclear Safety Commission. Technician certification to ISO 9712 is widely recognised through the national scheme administered by Natural Resources Canada. A Canadian NDT quote has to reflect all of that, and it often has to do it in two languages.

The Quotations app in Atlantis NDT ERP gives estimators one structure for all of it: job type, site, project dates and applicable codes on every quote, NDT service products flagged by method and category, a global discount when you agree a concession, a custom branded PDF, and Atlantis ERP's standard online acceptance with conversion to a sales order. The rest of this page covers how that works for Canadian inspection companies specifically.

Tenders, MSAs and prequalification in Canada

Large Canadian owners and EPCs usually prequalify inspection vendors before inviting them to bid. Safety prequalification is a big part of that. Many owners use contractor management platforms such as ISNetworld, ComplyWorks or Avetta, and many expect a Certificate of Recognition (COR) from a provincial safety association, which is especially common in Alberta. Public bodies, utilities and Crown corporations advertise work through federal and provincial tendering portals.

Once qualified, you usually work under a master services agreement with a schedule of rates, and individual jobs arrive as work orders or shutdown scopes. Oil sands operators plan major turnarounds well ahead, and inspection vendors bid crew sizes, durations, equipment and camp logistics against a defined work list.

The ERP does not connect to prequalification platforms. What it does is keep the evidence you submit to them current. The Certificates app records company certifications with alert days, and technician certifications with scheme, level, method and expiry. When an owner asks for the certificates of the crew named in a bid, you pull them from one place.

On the quote, the job type separates MSA call-outs, shutdown bids, nuclear outage support and shop work, so you can filter the pipeline the way your managers think about it. Estimated technicians and days from the CRM opportunity sit behind each quote, giving operations an early look at headcount before anything is committed to the owner.

Recording Canadian qualifications behind the quote

Canadian clients often specify the qualification basis for NDT personnel. Many require certification to CAN/CGSB-48.9712, the Canadian adoption of ISO 9712, through the NRCan certification body. Others, particularly US-owned operators and aerospace shops, accept or require an employer-based scheme under ASNT SNT-TC-1A or CP-189. Nuclear work may carry additional requirements set by the licensee.

The Certificates app records each of these as a scheme against the technician, with level, method, certifying body, and issue and expiry dates. Status is computed automatically as active, expiring soon, expired or revoked, and daily checks create warning tasks 90 days ahead. So an estimator promising ISO 9712 Level 2 UT technicians for a spring shutdown can have operations confirm who will be current on those dates before the bid goes in.

Your standard terms on the quote can state the certification basis you offer. To be clear on training: Atlantis NDT offers training based on ASNT SNT-TC-1A only. It does not train for or certify under the NRCan ISO 9712 scheme; the ERP simply records the certificates your technicians already hold.

Vision tests are recorded too, with near vision, colour perception, examiner and expiry, because an expired eye test can take a technician off a job just as surely as an expired certificate. It is far better to find that out while the quote is being built than on the first morning of a shutdown.

Codes and standards on Canadian quotes

The applicable codes field holds what the job is performed to. Common entries on Canadian quotes include:

• CSA B51 for boilers, pressure vessels and pressure piping, applied through the provincial authority such as ABSA or TSSA.
• ASME Section V, Section VIII and B31.3, which CSA B51 references for design and examination in many applications.
• CSA Z662 for oil and gas pipeline systems, including its requirements for weld inspection and NDT.
• CSA W59 for welded steel construction, relevant to structural fabrication shops certified under CSA W47.1.
• CSA N285.4 for periodic inspection of CANDU nuclear power plant components, for Ontario outage work.
• API 510, API 570 and API 653 for in-service inspection at refineries and terminals, alongside owners' own inspection specifications.

Keeping codes as structured data means you can find every open quote that references a given standard or a particular client specification revision. It also means the codes carried into the project and seen by technicians are the ones the client bought, not whatever was on the last similar job.

The ERP's Procedures app keeps your procedure register by method, standard and revision, so the quote's terms can cite the procedure you will actually use, and a Level III reviewing the quote can check that a current, approved revision exists for every method being offered.

Rate structures and logistics common in Canada

Canadian rate sheets reflect long distances, remote sites and winter. Structures we typically configure, described in words:

• Day or shift rates per technician level, with separate night-shift rates.
• Overtime multipliers following provincial employment standards and your MSA, which differ from province to province.
• Camp-based work, where the owner provides camp accommodation and the quote covers labour and equipment, versus a living-out allowance where the crew stays in town.
• Rotation schedules for long shutdowns, with travel days and flights to fly-in, fly-out sites quoted separately.
• Mobilisation and demobilisation charges that reflect the real distance to northern or remote sites.
• Radiography crew rates, often with night work when shooting has to be separated from other trades.
• Equipment day rates for PAUT, TOFD and eddy current kit, and winter items such as heating or hoarding where your terms make them the client's responsibility.
• Unit rates for shop and pipeline work, such as per weld or per length of weld scanned.

Each of these appears as its own line from the catalogue, so the client sees camp, travel and standby before work starts rather than on the invoice. A global discount can be applied across the quote when you agree a concession on a large package, without losing sight of the underlying rates.

Radiography, safety and site access

Radiography scope needs specific statements in a Canadian quote. Exposure devices are licensed by the CNSC, which requires certified exposure device operators and a radiation safety program, and moving sources between sites falls under CNSC packaging and transport regulations and Transport of Dangerous Goods rules. Your assumptions should state that radiography is performed under your CNSC licence, how controlled areas will be set up, and which shooting windows the client will provide.

Site safety is part of scope too. Oil sands and heavy industrial sites expect site-specific orientations, and many require safety tickets such as H2S Alive, fall protection and confined space entry. Nuclear sites add their own access, security screening and dosimetry processes. All of this takes time before productive work begins, and your quote should say who pays for it.

In the ERP, the employee NDT profile holds radiation safety training, radiation badge number and medical fitness expiry. Fleet records hold whether a vehicle can carry radioactive sources, with transport licence number and expiry. When a quote promises a radiography crew for particular dates, operations can check people and vehicles against those dates rather than finding the gap on the morning of mobilisation.

GST, HST, PST and QST configured locally

Sales tax in Canada depends on where the service is supplied. Some provinces use the harmonized HST, others charge GST alongside a provincial sales tax, Quebec has QST, and Alberta charges GST only. Place-of-supply rules decide which applies when your company is in one province and the site is in another. Your accountant gives us the rules; during implementation we configure taxes and fiscal positions so the right tax appears on the quote for each client and site. We make no tax certification claims.

Payment terms are set per customer. Large owners often pay through supplier portals on their own terms, and construction work in several provinces is subject to prompt payment and holdback rules under provincial construction legislation, such as Ontario's Construction Act. Where a holdback applies, your terms and invoicing need to reflect it, and how that is handled is agreed during implementation.

Quebec clients may expect documents in French. Atlantis ERP supports multiple languages, and a French version of your quotation layout and standard terms can be part of the customization scope. Quotes can also be issued in US dollars for cross-border clients, with currencies configured during implementation.

Branded quotes, online acceptance and 3D deliverables

The custom branded quotation PDF brings your logo, company details and NDT header fields onto one clean document, with lines grouped by labour, equipment, consumables and logistics, then tax, discount and your standard terms. For shutdown bids, it becomes the technical and commercial submission that accompanies any owner pricing form.

With Atlantis ERP's standard online acceptance, the client receives a link to the quote in your customer portal, can ask questions on the quote's message thread, and accepts with an online signature. The acceptance is recorded and the quote converts to a sales order. For a field supervisor at a remote site authorising extra scope, that beats waiting for a scanned signature to come back over a poor connection.

Where a client wants inspection results in 3D, Atlantis's companion product Digital Twin Reporting Software places results on a 3D model of the asset and works alongside the ERP's NDT Reports app. It is a separate product and can be quoted as a line in your catalogue, which is useful for owners who want tank, vessel or piping inspection results visible to integrity engineers who never read a paper report.

From accepted quote to job and invoice

Once a quote converts, the rest of Atlantis NDT ERP takes over. The project carries job type, site, client PO, methods, codes and scope. Team Assignments dispatches crews against the project dates, records mobilisation and demobilisation dates and site coordinates, blocks technician and equipment double-booking, and warns when assigned equipment is out of calibration. The availability calendar records leave, training and unavailability, which matters when rotations and camp bookings have to line up.

Timesheets record inspection, travel, standby and setup hours with billable flags and rate multipliers, and warn when a technician's certificate is not valid. Invoicing then produces invoices carrying the project, client PO and site, with labour, equipment and consumables subtotals that mirror the accepted quote. Field expenses on living-out jobs can be recorded and re-billed to the job through Expenses.

The result is one record of the job from first enquiry to paid invoice. More detail on each module is on the ERP apps page.

Setting up Quotations for a Canadian NDT company

Implementation usually covers loading MSA rate schedules as client pricing; building the service catalogue by method and category, including camp, rotation and remote mobilisation items; job types for shutdowns, call-outs, nuclear outages, pipeline and shop work; a codes library covering CSA, ASME, API and owner specifications; the branded PDF with your radiography, safety and access clauses; GST, HST, PST and QST setup following your accountant; payment terms and currencies; and online acceptance.

We also import open quotes and active clients and train your estimators and operations team. Additional needs, such as a French layout or holdback handling on invoices, are agreed as part of the customization scope. The ERP is affordable, accessible and fully customizable, and implementation is quote on request. Book a Canadian Quotations demo.

Frequently asked questions

Can the ERP record NRCan ISO 9712 certifications?

Yes. The Certificates app records ISO 9712 as a scheme with level, method, certifying body and expiry, alongside SNT-TC-1A and CP-189. Atlantis NDT does not train for or issue ISO 9712 certification; the app records certificates your technicians already hold.

How does it handle GST, HST and provincial taxes?

Taxes and fiscal positions are configured during implementation following your accountant's rules, so the right tax appears for each client and site province. No tax certification is claimed.

Can we quote camp-based and living-out jobs differently?

Yes. Camp, living-out allowance, travel and rotation items are separate products in your catalogue, so each quote carries the logistics that fit the job.

Can quotes be issued in French?

Atlantis ERP supports multiple languages. A French quotation layout and translated standard terms can be included in your customization scope.

Can a remote site supervisor accept extra scope online?

Yes. The quote goes to the customer portal, where the supervisor signs online. The acceptance is recorded and the quote converts to a sales order.

What does it cost?

Quote on request, based on users, apps and customization. Request a quote for your company.

Bring a Canadian bid and see it rebuilt

Send us a recent shutdown bid or MSA call-out quote, with its tax treatment and logistics, and we will show you how it would be built, sent and accepted in Atlantis NDT ERP, and how it would flow into dispatch and invoicing. Arrange your demo.

Quotations by region

• Quotations global overview
• Quotations in United States
• Quotations in UK & Europe
• Quotations in Middle East
• Quotations in India

Works with

• CRM: Leads and opportunities for inspection, training and consulting work.
• Contacts: One address book for clients, sites, vendors and technicians.
• AI Marketing: AI-assisted outreach and campaign content for NDT buyers.
• Email Marketing: Newsletters and campaigns to clients and prospects.
• Business Cards: Scan business cards from site visits and trade shows straight into CRM.
• Website: Company website and enquiry forms connected to CRM.

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