 | Manage & analyse incoming Sales Enquiries | | Project management of percentage complete to calculate cost to complete and resulting profit variances. |
| | Schedule appointments | | Several different print formats available when creating Job Sales Invoices. |
| | "Quick" estimating & quoting option allows you to set up standard job 'tasks' which might be by M2, M3, Linear, or per Each. You can then cost materials, labour, subbies, sundries, hire, etc. in total for that task, rather than having to cost down to each individual cost item. It allows a quick cost estimate and quotation to be prepared for a job - possibly as a "Pro Forma". | | One sales invoicing option is to create and use a "Line Item" Library which can be used for both Quoting & Invoicing. Each "Line Item" has a Heading, up to five lines of Text, and then Qty x Rate, plus Fixed $ calculations. It create a 'story book' style of explanatory invoice with minimum typing required. |
| | Multiple estimates per Project | | Another option for Job Invoicing is to automatically create "Draft Invoices" for Do & Charge style work. It takes your Cost Transaction Ledger entries, and converts them into sales. You can edit the quantities/rates to suit, or decide to hold off invoicing until the next invoice batch is 'run'. |
| | Estimate summary by your "Phases" within a Project | | Document management control - can attach MS-Word documents, CAD Drawings, to a job - with an overall search by Topic, Author, etc. |
| | Cost breakdown of Phase Summary by Cost Item and standard "Kits" | | The Job based Letter Writer can be used for a variety of purposes - possibly in relation to Variations to Contract, Extension of Time letters. |
| | Materials calculations by physical areas within a Project | | Tools "Lending Library" Database - who took out which tools, and when are they due back. |
| | Requirements summary by Job - Labour, Materials, Subbies, Hire, Sundries, etc. | | There are several standard Job Related reports, plus a Report Configurator and Report Generator for Work in Progress (WIP). It is common that InterAcct customers also get personalised job related report designs done for them. |
| | Can link Cost Estimates to create Quotes with multiple print formats | | Costs, Expected Revenues and Profits are shown for a job each month, with a comparison to what has been actually billed out, and the actually profit taken up for accounting purposes. |
| | Can copy an Estimate to a Project's Budget when it has been won | | InterAcct's relational database design allows flexibility of software design - add/remove fields, files, menus to suit. |
| | Task Scheduling by Project, Date, and Employee. Jobs due to start, jobs due to complete schedules. | | Visual Calendar option - to view one or more employees for a day, week, or month. That allows you to easily identify available 'gaps'. |
| | Contract & Variations breakdown by Phase within a Project. A reconciliation page can be printed with an invoice to show the original contract as let, plus a list of variations to equal the adjusted contract sum, less a list of what has now been invoiced, giving the balance of the job to complete. | | Progress Claims - percentage complete by Phase. |
| | Internal/External hire of plant & equipment to the Project | | Automatic Purchasing can be based on Job Budget - net material requirements. |
| | Cost Commitments of purchase/works orders shown against the Project | | |
