Jobs / Work Order Management

Document types include

• Document types include
  Jobs
  Sales Orders
  Quotes
  Templates
  Recurring jobs
  Historic jobs
• Priority levels
• Multi-level document structure
  Projects/Jobs/Phases/Sub Phases/Task &Activities
• Provides complete financial information
  Estimate, actual and variance
  Work in progress
• WIP Recognition Methods
  Completion or Billings and Costs
  Match revenue and expenses

 

 

• Totals, budgets, profitability

 

 

• Service Centres
  Geographic or Internal Divisions
  Unlimited
  Renumber documents
  GL segment override
  Default inventory location
  Lock employees to a Service Centre
  Service Centre default work location – On site/At Service Centre (Tax Group aligned)

 

 

•  Accounts Payable Integration
  Add expenses directly to a job

 

 

• Unlimited Statuses
• Workflow
• User Control Security
• Define actions
  Invoice
  Cost Only
  Credit Note
  Allow Copy

 

 

• Track Audits
  Logs track from – to, when, and which user made the change.

 

 

Job Features

• Powerful notation function
  Unlimited text
  General & critical warnings
  Custom fields
  Follow-ups
  Attach Files and Objects
  Email
  Include on Posting

 

 

Create Jobs Easily

• Jobs can be easily created from
  Quotations
  Templates
  Other jobs
• Transactions include
  Labor allocation
  Parts/Inventory issues
  Purchase requisitions/orders
  Purchase order workflow and approval
  Sub-contractors
  Standard charges
  Burden and overhead allocation

 

 

Reports

• Print various forms and reports
  Over 80 standard reports
  Job cards/Work orders
  Picking slips
  Invoices and credit notes
  Quotations and customer confirmations
  Job detail reports
  Labour utilization
  Scheduling
  Custom user defined reports
• Use Crystal Reports, Sage Intelligence, Other

 

 

Time Entry

• Enter time from
  Smart phones
  iPad/Tablets
  Browser
  Desktop
  
• Check totals
• Approval process
• Payroll import
• Time Recorder
• Time Manager