Overview of Modules
You bid
jobs to make money. No matter the size or
diversity of the business, that is the one
fact that all construction companies have in
common. The better a job is bid and tracked the
more money you make.
Bid Manager can help break the bids down into
components that can be easily and accurately
bid. A bid can be as simple as one item or
can have hundreds of items if required.
Job Manager will track expenses and payments on the
job and compare them to the bid. It will give
profit information about the job and track
additional work and changes to the scope of the
job.
Supply Manager will ensure you have what you need to
complete the job and get the supplies at the
best cost from the right vendor. It will
also provide the means to track and value the
supplies you require to run your business each
day.
Retail Manager will ensure all your jobs are invoiced
and payments are collected in a timely fashion.
It will also provide valuable revenue
information for reporting. Retail Manager
can also be used to invoice and track sales out
of a retail location or store.
These
four basic modules of the construction software
suite provide what you need to manage jobs from
bid to invoice. They may be purchased
separately or as a package to ensure you only
pay for what you need.
Bid Manager
Create
and manage bids during the sales cycle and
beyond. Know your gross profit up front,
create accurate bids of any size or complexity,
and track the acceptance rate of bids.
Some of the features that can found in this
software are as follows:
-
Unlimited level of detail
-
Store product costs for reuse
-
Create templates for common bids
-
Create price list for customer
-
Customize areas of bid printout
formatting
-
Markup each item separately or
whole bid
-
Attach internal and customer
notes to bid
-
Create jobs in Job Manager from
a bid
-
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-
Create custom bid status values
-
Add bid wizard to simplify bid
entry
-
Track contact information for
bid
-
Track total amount of open bids
-
Track labor costs used to
calculate bid item totals
-
Track job location if different
than customer address
-
Turn bid items on and off as
customer choices change
-
Attach documents to bids,
customers, and products
-
Track historical acceptance rate
for bids
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More details...
Job Manager
Manage
job costs and payments and track profit. Monitor
the profit of jobs compared to the bids they
were created from. Determine your most
profitable customers, jobs, and products or
services. Some of the features that can be
found in this software are as follows:
-
Unlimited level of detail
-
Create templates for common jobs
-
Track cost and credit
transactions for jobs
-
Multiple reports by job profit
and amount
-
Attach notes or instructions to
jobs
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-
Create custom job status values
-
Create jobs directly from bids
in Bid Manager
-
Integrated with purchase orders
from Supply Manager
-
Tracks historical statistics for
job amounts and profit
-
Attach documents to jobs,
customers, and products
|
More details...
Supply Inventory Manager
Manage
office and shop supplies for your business and
jobs. Ensure you order the right products
at the right price at the right time. Some
of the features that can be found in this
software are as follows:
-
Track products and vendors
-
Attach primary vendor to product
-
Know what's on order at a glance
-
Print purchase orders
-
Transfer products to departments
-
Transfer products to jobs
-
Create inventory locations
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-
Store vendor descriptions and
product numbers for products
-
Store in house product
descriptions and product numbers
-
Reorder points on products tell
you what needs to be ordered
-
Reorder quantities tell you how
much to order to get the best
price
-
Inventory levels and values
available at a glance
-
Print labels for product samples
or product bins
-
Order locations for inventory to
match storage area or warehouse
|
More details...
Retail Invoice Manager
Manage your invoicing tasks and track sales in a
number of different ways. Retail Manager
will help you collect on invoices as well.
Some of the features that can be found in this
software are as follows:
-
Create invoices for jobs that
are ready to mail or fax
-
Create invoices for retail or
non-job charges
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-
Report sales in a variety of
ways
-
Report sales tax collected for
jobs
|
More details...
Fabrication Manager
Coming
soon! Track fabrication jobs and all the
associated pieces.
More details...
Features common to all applications
Easy to Use
All of
our software is designed to be used by novice
and expert users alike. The functions are
prominently displayed and easy to understand.
Common organization of buttons and common button
icons are used throughout the application and
across all applications.
Standard Interface
The
interfaces to add, change, delete, or find
information are the same on all windows and
within all modules. This makes the particular
functions easy to learn. Once you have mastered
on you have mastered them all for the most part.
Lists can be sorted on any column by clicking on
the column header. All date fields have a popup
calendar for selection.
Drag and Drop
Traditional Windows drag and drop functionality
is provided in most panels or where it is
appropriate. Rows from tables can be dropped on
panels to display the row information in the
panel. Tree displays can be modified by dragging
the row and dropping it on another row. Rows
from a list display can be dropped on an excel
spreadsheet
Cut and Paste
All
text entry fields employ the traditional Windows
cut and paste functionality. Information in a
field can be cut or copied and pasted into
another field.
Interact with MS Office
All of
the list displays can be exported to a MS Excel
spreadsheet by right clicking on the list
header. Individual rows can be dragged from the
list on to an Excel spreadsheet. All tables of
information are available to MS Word for a mail
merge. Certain reports use an MS Word template
and the mail merge functionality to produce
printed materials.
Multi-User
All
modules can utilize a central, shared, database
where multiple users can share their
information. Multiple licenses for the product
are required for concurrent use however.
User Preferences
All
modules save certain user preferences when the
module is exited such as database location,
screen size, screen location, and user interface
look.
Lists colored by status
Lists
of information can be colorized by status within
the list to allow them to be more easily
identified. Jobs that are in progress can
be colored differently from the jobs that are
not started.
Sticky Notes for the Application
Notes
can be attached to the application. The
notes are loaded each time the application
loads. They can be hidden to clear space
on the screen but are available at any time.
They can be used as reminders for things that
need to get done or even as ways to communicate
between users of the program.
Record level notes
All of
the major files of information such as
Customers, Products, Vendors, Bids, and Jobs
have the ability to have multiple notes attached
to them. This can be used as to store
special instructions for a particular job,
customer or product, or as a running history of
transactions against a product or job. The
notes store when they were updated and who
updated them and are free form to be used for
any purpose you may need.
Print Preview
All
reports can be previewed before they are
printed. This saves on printing supplies
for times when the report can be viewed on
screen or needs to be reviewed before printing.