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