Software Modules

Job Costing

• Estimating
  Create estimates for jobs using materials from inventory, fixed labor amounts, labor based upon number of hours and free from expense for items using various price sheets or with direct input of margins desired for various categories. Proposals can then be printed and turned into contract jobs if accepted.
• Phase Capabilities
  Large jobs can be tracked and billed in "phases" corresponding to specific tasks or work components.
• Job Templates
  View the status of all your jobs at any point of completion with all the details of the job (budget, actual cost, remaining cost, etc.) or from an overview perspective for related jobs. User defined fields provide the capability to customize the job master to suit individual company tracking requirements.
• Permit Tracking
  Track the status of permits required for job sites and be alerted to permits that must be obtained before work on jobs is delayed.
• Technician Scheduling
  Schedule and dispatch your technicians in a graphical GUI environment similar to the SAWIN Professional Service/Dispatch Call Scheduling window. Technician Scheduling will allow technicians to remain at the same job over a period of days in one easy step without booking multiple "calls" and creating multiple "tickets" as in the Service/Dispatch application.
• Contract Invoices
  Invoice customer using several invoice styles (including AIA) on a percentage completion basis or manually entered dollar amounts. The system automatically tracks retainage for you.
• Retainage Billing
  The system will automatically bill retainage on a job from previously billed contract invoices. Print invoices upon demand or use the system's tickler reminder dates to alert you and trigger the billing of retainage.
• Warranty Tracking
  Track multiple types of warranties provided on equipment in the contract including Manufacturer, Builder and Extended Warranties. All warranty information entered in contracts will be available in the equipment logs in Service/Dispatch.
• Management Reporting
  View job status and profitability in summary or detail levels by individual jobs, by job "types" or by user defined grouping fields.
• Interface to Service Dispatch
  Once the job is complete, the contract job can be automatically turned into a service client in the Service/Dispatch application. All equipment sold and warranty information from the job will be available in the service master for service departments to continue working with the customer.
• Interface to Accts Receivable
  Contract and retainage invoices are posted into the Accounts Receivable application for collection and sales reporting. A/R Aging reports can reflect unbilled retainage, if desired for Bank reporting. Special statements can be printed for only retainage invoices to facilitate collection of retainage.
• Interface with Payroll
  Review technician time cards from scheduling and post to the Payroll application for regular payroll processing. Labor jobcost can either reflect hourly rates with an overhead factor added or reflect the actual payroll expense including FICA, Medicare and other payroll costs.
• Interface with General Ledger
  Simplified WIP accounting. All general ledger transactions generated from the Contracting application post to GL with fields such as job# and phase for detailed reporting and profitability analysis.
• Customized Jobcost Reporting
  System includes Info-Maker report writer to create any custom reports desired using the application's database.