This page will briefly describe the functionality embodied in the software, but
there is really no substitute for a live demo. We hate pressure salesmen...
so don't expect a sales-pitch. We'll walk you through our software remotely, and
answer any questions you may have. We'll even give you a trial login so that you
can test-drive it... but the choice is yours.
Click here to access our remote support
platform, and then call us on 01792 791 115 for a walkthrough. We may need
to arrange to call you back if our demo team is busy.
Where are the screen-shots?
We are more than happy to show you the system by means of a demo, but screen-shots
are mainly used by competitors who are too lazy to research their software designs,
and in preference simply copy (steal) other people's hard work. For this reason
we choose not to show them on this site. We are certain you will be more than happy
with the appearance and quality of our software when you see it.
What's in the system?
|
Admin Functions
|
|
System Functions
|
|
|
|
|
Admin Functions
Users
Maintain your list of system users here. You can give your users limited access,
edit access or admin rights. Users access can be revoked completely if needs be.
Suppliers
Maintain a list of suppliers of goods, materials and services to your business.
The supplier record card records all useful details, such as contact person, your
reference, address and contact details.
Employees
Maintain a list of your employees. As well as capturing contact details for your
employees, other critical information is maintained on this card. Your employee's
defaults rates of PAY and CHARGE can be set for pay/charge rates 1 through to 3.
In addition, specific rates of pay / charge can be allocated to specific TRADES
that are assigned to the employee. Each employees' pay history can also be be viewed
from this card. Our system has one of the most comprehensive and flexible pay /
charge rate setups on the market, and this will be discussed further on in this
overview.
Trades
Maintain a list of trades for your employees. You may assign default rates of pay
/ charge for each trade.
Cost Codes
Create your own cost codes. Each cost code can be classed as either "Materials"
or "Overheads"
Work Type
Create your own work types - such as "Day Work". When you set up a job, you can
assign a work type to it.
General Settings
For the purposes of profit reporting, you can set your default Work In Progress
materials mark-up and Work In Progress overheads mark-up.
System Functions
Search & Filter
The system provides simple-to-use, yet powerful search and filter technology. Simply
type in part of the name / reference number or even address of the employee, supplier,
job or client that your are looking for and our system will bring back a list for
you to choose from. If we only find one matching record, then our time-saving feature
will automatically select that record for you.
Jobs
The Job record card is the hub of this system. This card tracks a job right through
from the enquiry stage to completion.
Progression
Jobs can be logged as enquiries, and then followed up with quotes. Hopefully, quotes
will turn into jobs. Dates of each stage are recorded, along with quotation references
and values.
Job Details
Each job must be allocated a client, and can then be allocated a work type and cost
code.
Budgeted Costs, Quoted Values & Work In Progress
Budgeted costs can be set for Man Hours, Labour, Materials and overheads. The actual
quoted value of the Labour, Materials and Overheads are recorded. A thorough breakdown
of actual Labour, Materials and Overheads can be viewed from this card. This will
give you your Work In Progress, and once a job as completed a snapshot view of your
profitability.
Job Invoices
All staged invoices raised to a client for a job are recorded - with provision for
two retention amounts and dates.
Special Job Rates
Highly specific rates can be set at a job level. As part of our excellently flexible
rates management, the following rates can be set at a job level, and will override
any other rates set for trades / employees:
Rate of pay / charge for the whole job.
Rate of pay / charge for a specific employee on this job.
Rate of pay / charge for a specific trade on this job.
Rate of pay / charge for a specific employee for a specific trade on this job.
When timesheets are processed, our flexible rates engine processes rates with the
following precedence:
- Rate set specifically for the job, employee and trade
- Rate set specifically for the job and trade
- Rate set specifically for the job and employee
- Rate set specifically for the job
- Rate set specifically for an employee and trade
- Rate set specifically for a trade
- Rate set specifically for an employee
|
|
Condition
|
Pay
|
Charge
|
|
Rate 1
|
Rate 2
|
Rate 3
|
Rate 1
|
Rate 2
|
Rate 3
|
|
V
|
Rate for the job, employee and trade
|
If a rate of pay is set for a band (1,2 or 3) then it will be used for that band,
otherwise the system will look further down the list
|
If a rate of charge is set for a band (1,2 or 3) then it will be used for that band,
otherwise the system will look further down the list
|
|
V
|
Rate for the job and trade
|
|
V
|
Rate for the job and employee
|
|
V
|
Rate for the job
|
|
V
|
Rate for an employee and trade
|
|
V
|
Rate for a trade
|
|
-
|
Rate for an employee
|
The system always falls back on the default employee pay rates
|
The system always falls back on the default employee charge rates
|
Purchase Orders
The system allows you to place purchase orders with your suppliers, and allocated
items on those purchase orders to specific jobs if you so wish. Each purchase order
item is allocated a description, qty, cost per item, a cost code (denoting the item
as materials or overheads) and optionally a job.
The system works in one of two modes. In the first mode, purchase orders marked
as "ordered" will automatically be treated as delivered, and their costs allocated
against any jobs as appropriate. In the second mode the purchase orders marked as
"ordered" must be received as deliveries, at which point they will be allocated
to any jobs as appropriate.
Overheads & Other Costs
This screen allows you to allocate sundry materials (from your stores, for example)
and overheads against a job. Pertinent fields are Job, Description, Cost Code, Cost,
and whether to CHARGE or REVERSE CHARGE. A reverse charge is for making adjustments.
Invoices
This screen allows you to quickly and easily post invoices to clients against jobs.
It is designed with rapid-entry in mind, and features an auto reference increment.
Receive Delivery
This screen allows you to receive a delivery. When the delivery arrives, simply
create a record for it, select the supplier and indicate which goods have been received.
Costs are allocated to jobs at the point where goods are received.
Timesheets
This rapid-entry screen allows you to quickly and efficiently post timesheet data
to jobs. Select your week-ending and employee, and then process each job that they
have worked on. Select the job, and trade. You will immediately be presented with
a timesheet entry grid, and a history of any entries already made for the same employee
and job. Our clever rate engine will automatically parse your charge and pay rate
settings and set your rates of pay and charge for you. For your convenience you
can override or change these rate settings on the screen. A whole week can be posted
for all rate bands, and control totals are displayed for your convenience.
Other Costs
Our system also allows you to post SUNDRY COSTS against the employee, for the current
job. You can enter a description, and select any Cost Code, providing that it falls
into the "Overheads" category.
Reports
The system provides you with a comprehensive list of reports, with filters.
|
Report
|
Description
|
|
Job Costs Report
|
This report summarises job costs, and compares them with job charges to the client.
This gives a profit analysis for labour, overheads and materials.
|
|
Job Labour Report
|
This report details the labour costs (pay) for each job, employee and trade summarised
on a week-by-week basis.
|
|
Job Materials Report
|
This report lists all material costs booked against a job, and compares them with
budgeted costs.
|
|
Ongoing Jobs Report
|
This report summarises the cost elements booked against a job and includes the value
of amounts invoiced to date. This report lists all jobs that have not been marked
as completed items are therefore classed as ongoing items.
|
|
Completed Jobs Report
|
This report summarises the costs booked against a job and compares them with budgeted
costs. This report can be selected between 2 date ranges and only lists jobs that
have been marked as completed.
|
|
Purchase Orders Report
|
This report lists the purchase orders that have been ordered from suppliers, and
indicates the jobs that they have been ordered in respect of.
|
|
Payroll Hours Summary Report
|
This is the report needed to calculate the weekly payroll hours and pay amounts.
It also lists sundry overheads allocated to each employee (such as travel and bonuses).
|
|
Payroll Hours With Rates
|
This is the report needed to calculate the weekly payroll hours and pay amounts.
It includes rates. It also lists sundry overheads allocated to each employee (such
as travel and bonuses).
|
|
Payroll Hours Job Report
|
This report lists the employee and the jobs that they have worked on during a specified
week. The data indicates the pay rate / amount.
|
|
Job Monthly Hours Report
|
This report lists the hours worked on each job for last five weeks, from the selected
week date. A comparison between actual hours and budged worked is provided.
|
|
Jobs Overview Report
|
This is a report giving an overview of the status of each job, started between the
selected dates. This report opens in excel for easy further analysis.
|
|
Work In Progress Report
|
This report lists the detail of the Work In Progress calculation for each job.
|