Features

Generate a cash flow forecast to visualise the short-term stability of your business. This tool generates with ease in a worksheet sourced from your general ledger, purchasing, sales and services, fixed assets and even live budgets in the system. When happy publish the results on your dashboard.

Your entire sales process can be easily tracked, from the initial quote through to the order and invoicing of your customers. The ability to create templates for common orders is available, as well as the creation of discounts based on item groups or a periodic basis. The payment of invoices is a simple process of applying what has been paid and posting it.

The Purchasing Process can be as straight-forward or complex as your business requirements are. Whether you are simply creating purchase invoices on a recurring monthly basis to vendors, or utilizing drop shipments for your organisation, the purchasing process incorporating quotes, orders and invoices has EFT functionality available out-of-the-box

Create jobs that involve use of man hours,  machine hours, inventory items, and other types of usage that you want to keep track of. Configure Projects with the familiar feel of Excel and use every Job as a template for future projects. You can also use this functionality for many types of services and consultancy tasks.

Structure a job to match your business practices and design the project to provide fixed price progress claims, variation claims and time and material billing. Schedule for your man hours and consumable materials with planning lines to track usage. Using this  functionality will provide a good overview, not only of individual jobs, but also of the allocation of employees, machinery and other resources being used in all projects.

Provide project specific pricing for resources, resource groups, consumables and other types of usage. While maintaining budgets for the project as a whole, or by individual task and planning line. You are even able to manage cost forecasts on the individual line level to ensure projects run efficiently.

Record usage on a project and monitor the consumption of materials, resources and other expenses through Work In Progress. Calculate the method of WIP for posting to the general ledger for a project as Cost Value, Sales Value, Recognisable Cost, Percentage of Completion and even Completed Contract.

Integrate time sheets for resources to schedule for both machine and man hours into your projects. You can fill in the timesheets which populate your projects for vic versa eliminating double entry and manual processes. Even incorporate an approval workflow to the Timesheets entered with the ability to approve and reject.

Generate Purchase Orders to have direct ties to a job or produce the PO directly from the planning lines with a project with one click ease. Even reconfigure existing purchase orders. Then produce customer invoices from within the job lines and review the profitability from the project's expected, average and actual expenses and revenue.

Establish your service management, including fault codes,  policies, default documents and templates. All this designed for repair management as well as field service to complex customer service distribution systems, industrial service environments with bills of materials, and high volume dispatching of service technicians with requirements for spare parts management. 

Generate Service Items, Quotes, Orders and Service Invoices all designed to coordinate your resources and system for pricing, warranties, orders, service personnel dispatch, and job scheduler. You can even monitor all these service tasks progress and individual task status from one central location to overview your service delivery.

Setup service contracts with customers through templates for ease of use. Provide proactive and reactive maintenance through these contracts, even establish contract specific pricing and allow for price adjustments on a periodic basis. Through the service contracts you can provide quotes, estimates and bulk create service invoices for your customers.

Provide personnel standardised Q&A forms for customer support calls and receive customer requests for service leading to service orders. You can provide Customers loaners while their items are under repair and provide fine-tune pricing details on service items.

Finalise service details , provide your service to your customer and account for it all with ease while on-site.  You may implement a discounting policy, and create route maps for service employees who record their service results effectively through their phone. Service technicians could even generate service invoices through a mobile device to their customers.

Integrate time sheets for resources to schedule for both machine and man hours into your service orders. You can have your timesheets populated from service orders and sent for approval to a timesheet admin user.