 |
Manage & analyse incoming Sales Enquiries |
|
Use the Job "Kit" to automatic issue actual costs to a job. |
|
Schedule appointments |
|
Automatic purchasing can be based on Job Budget - net material requirements. |
|
"Quick" Estimating & quoting option |
|
Cost Commitments of purchase/works orders shown against the Job |
|
Multiple estimates per Job |
|
Automatic posting of actual costs to Work in Progress from receiving materials on purchase order of supplier invoice. |
|
Estimate summary by your "Phases" within a Job |
|
Can reserve stock of materials required for a Job, but not yet issued. |
|
Cost breakdown of Phase Summary by Cost Item and standard "Kits" |
|
Monthly summary of Job Revenue/Profits - expected versus actual |
|
Materials calculations by Each, M2, M3, and Linear |
|
Extension of Time Job Letter Writer |
|
Requirements summary by Job - Labour, Materials, Subbies, Hire, Sundries, etc. |
|
Project management of percentage complete to calculate cost to complete and resulting profit variances. |
|
Can link Cost Estimates to create Quotes with multiple print formats |
|
Document/Drawings Database, with graphic attachments |
|
Can copy an Estimate to a Job's Budget when it has been won |
|
Small Tools "Lending Library" Database |
|
Task Scheduling by Job Start/Finish Date, and Employee |
|
Management "Alert" system interface to Diary follow up |
|
Contract & Variations breakdown by Phase within a Job |
|
Report Configurator and Report Generator for Work in Progress (WIP) |
|
Cash Flow by Phase within a Project |
|
Numerous standard reports of WIP by period |
|
Progress Claims - percentage complete by Phase |
|
Numerous standard reports of WIP by period |
|
Invoicing with a full reconciliation report on Contract, Variations, Billing, and work to complete. |
|
Flexible software design - add/remove fields, files, menus to suit. |
|
Contract hourly charge rates by employee class, by job/client |
|
|
