Key Features

• Accounting: All aspects of the software are integrated with the accounting module, eliminating manual errors and double entry. View expenses and income in real time with up-to-date financial data.  
• Job Costing: Manages, tracks and analyzes job progress. Lets users access job details easily and quickly to facilitate informed decisions. Gives users cost updates from other modules like inventory, payroll and accounts payable.  
• Dispatch Scheduling: Streamline operations and boost productivity. Drag-and-drop capabilities and sends new jobs via GPS routing to technicians. Lets technicians complete assigned work orders from the field, and their job details get integrated with payroll.  
• Job Scheduling: Creates, manages and updates job schedules. Schedule equipment and labor simultaneously and view all relevant timeline information. Uses Gantt chart formats that displays the schedule for every project.  
• Reporting: Measure all aspects of the business by generating job, service person, vehicle, asset, work order and high-level reports. Generates consolidated reports on profitability, costs, utilization, revenue and expenses.  
• Document Management: Reduce time spent searching for and filing documents. Helps users streamline everyday operations by storing documents by various criteria. Scan, import and upload documents from other applications.  
• Equipment Management: Assess equipment utilization and track associated expenses to maximize investments. Track usage costs and revenue on work orders or projects.  
• Inventory Management: Provides users with tools to track and manage inventory to minimize carrying and capital costs. Manage inventory maintenance costs, reporting and stock levels.  
• Payroll: Manage complex employee payroll, whether unionized, certified or non-unionized. Manages federal remittances, union requirements and reporting. Process monthly, semi-monthly and bi-weekly payroll and export it to third-party payroll software.  
• Service Contract: Complete service contracts and keep track of them. Manages planned maintenance agreements. Create bills for special customer rentals or services on a schedule using its contract module.  
• Purchase Order and Procurement: Order inventory items and receive items from their purchase orders. Use the purchase order module to create sub-contracts and customize forms.  
• Invoicing: Facilitates quick billing with labor records. Make changes and add data that automatically get revised within the software. Fixed price invoicing is also available for quicker turnaround.  
• Contract Change Orders: Supports a fully integratable job cost reporting and automatically updates billing and sub-contracts to eliminate duplicate entries.  
• Daily Log: Track details of projects and job sites with the daily log. Use this information to increase productivity. Tracks supervisors, materials, work performed, contacts, safety issues, weather conditions and subcontractor information.  
• RFIS, Submittals and Transmittals: Create, track and manage submittals, RFIs and transmittals. Complete RFIs from one location and attach it to a change notice and change order.  
• Budgeting: Plan and manage finances. Create budgets for multiple divisions and companies. Create multiple budgets within the general ledger. Ensures that forecasts are precise for decision making.  
  

Limitations

•  Online modules are not available for all the procedures.  
•  Automatic updates are not available. They have to be done manually.  
•  Implementation of the software is time-consuming.  
•  Technicians cannot enter usage and field hours without an active internet connection.  
•  When creating invoices for a million dollars, commas don’t print. Users have to adjust them before sending the invoices out. 
  

Suite Support