 | 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 | | |
