Key Features

• Reporting: Generate reports in real time to give users a view into job cost reports and other areas. Convert Excel spreadsheets into interactive reports to help make data-driven decisions. 
• Accounts Payable: Enter bill details for materials, jobs, office supplies, subcontractors and equipment. Manage payables to support cash flow. 
• Cash Management: Sync accounts, forecast finances and budget according to available cash. 
• Job Costing: Develop accurate budgets and calculate job costs. Prevent issues before they arise and track job profitability. 
• Dashboards: Access data in real time using dashboards. Give attention to items displayed in red to help identify and resolve financial problems. Grant dashboard access permissions to selected employees to keep accounting records confidential. 
• Time and Materials: Bill clients on the basis of job cost records. Assign markups and wage rates to jobs. 
• Progress Billing: Fill in tax district numbers, retention rates and other details to create progress bills. Print progress bills on AIA certificates. Automatically update cost information to avoid data entry errors. 
• Scheduling: Assign employees, equipment, vendors and subcontractors to tasks using CPM functionality. Automatically notify subcontractors and suppliers about assigned tasks. View Gantt charts to help allocate resources efficiently. Schedule non-work days using calendar functionality. 
• Project Work Center: Store data in an accessible location to keep projects on track and within budget. 
• Proposals: Build professional proposals including cover sheets and itemized price sheets using the form design tool. 

Limitations

•  Does not support data comparison. 
•  Does not create cash statements. 
•  Users cannot enter a new job from their phones. 
•  Implementation can be difficult and time-consuming. 
  

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