Custom, enterprise management tools.
Below are the primary business processes that we have expertise in automating. As we are a custom shop, this list is certainly not exhausitve, and we are always eager to take on new and exciting challenges.
Budgeting
Reflect all revenue and costing activity in one, real-time report.
- Carefully plan out anticipated expenses and quantify savings as actual POs are issued
- Easily administer purchasing, trade POs and labour expenses and the changes that affect these throughout the lifecycle of a job
- View totals in real-time and receive automated notices when you start to run over-budget
Job Costing
Manage your costs, and the profits take care of themselves
- Log labour costs by timesheet, equipment costs by site placement and material costs by purchase invoicing
- View costs by type, department, by approval status and much more
- Quickly view comparison chart of estimated vs. actual and transfer job costs to balance accounts
Purchasing
Accurate purchasing gives each project a head start
- View previous jobs and see what a particular product has been costing you historically
- Manage purchase statuses and automatically be informed of outstanding or received orders
- Batch less significant purchases into a minor grouping to track items such as fuel, parking and less expensive material
Timesheets
Simple to use and mobile ready from any device
- Your labourer's hours entered in real-time from the field
- Track hours by labourer and foreman and easily compare discrepancies at time of payroll
- Allow for time tracking by depths, piece-rate and productivity for commission based pay
Scheduling
Allocate resources and equipment effectively
- Drag and drop resources and equipment into different projects, tasks and durations
- Have work orders at your immediate disposal for accurate planning and scheduling
- View schedules by project, equipment and individual and be notified of conflicts before scheduling them
Documents and Files
Easily create, manage and share all of your company docs
- All project documents, photos and drawings stored in a centralized and secure location
- Upload and retrieve documents from any internet connection point including the jobsite, the office or home
- Bulk upload many documents at once and categorize them into their necessary grouping
A/R and A/P
When accounts are balanced, everyone performs better
- Perform pre-invoice breakdowns of all sales invoices and suppress certain items from client's view
- Optionally engage staff in a systemic approval process (PM-->Accountants) before invoices can be readied for submission
- Track all correspondence surrounding a particular invoice and monitor its payment status, time of approval, etc
Communications
All your correspondence, notes and reminders at your fingertips
- Keep notes on virtually any item within your system and perform system wide search by that note
- Everyone at your company can communicate with each other and the customer while appending related jobs to the message
- Enforce company workflow and best practices with automatic alerts to system users, generated by various actions
CRM
Manage your people, your contacts and your sales
- Greatly reduce the lead time from inquiry to sale by submitting accurate quotes in the field, right in-front of the customer
- View all customer correspondence surrounding a work opportunity and be automatically notified for follow-up
- Locate personnel, clients and numerous contact types with the help of powerful search and 'quick find'
Custom Reporting
The answers to all your business questions in one location
- Perform powerful analysis on items surrounding productivity, costing and sales
- Utilize flexible grid formatting to generate information without the need of running a report
- Have reports sent automatically to dashboards for immediate viewing and information gathering
Integration
Keep the software that already works well for your company
- Integration of timesheets, A/R and A/P with products such as Quickbooks, Simply Accounting and Microsoft Dynamics NAV
- Full support of MS Office documents within Document Mgmt as well as output (reports) capability to .xls, .doc and .pdf
- Fully integrate your solution with a host of web services such as Google Maps, Yahoo Finance and various supply chain services