Accurate Forecasting
Many legacy systems don’t have built in forecasting capabilities. The result is that project managers and senior management are unable to determine how a project is progressing, or make changes that will ensure profitability.
We understand the importance of forecasting and provides you with all the necessary tools.
- Manage your Contract Spend Plan – Allows entry of estimated costs by date for each cost code estimate amount (for labor estimates, hours per date range).
- Actual vs. Estimated Costs – Reports show actual versus estimated costs and billed amount will allow organizations to more accurately analyze contract profitability.
- Forecast Revisions by Unit – Forecasting for units at the cost-code level. Measure profitability of job, work order or contracts, and manage forecast revisions like change orders.
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POC Based on Labor Hours – Enable the use of actual labor hours divided by forecasted labor hours to determine percent complete for revenue recognition and recognize revenue.
Change Order Tracking
If change orders are not tracked properly or if it’s not easy for the project manager to log them into the software, accurate forecasting becomes difficult. As change orders are processed, project managers must have the ability to see their current status or implications on the budgeted dollar amounts within phases and tasks.
Empower project managers with the information they need by facilitating and simplifying the tracking of proposed change-orders, approved change-orders, project change-orders, and subcontractor change-orders.
Allow users to log changes, quotes and claims as change orders. Change orders can be separate job or augment existing codes. Users can also bill change orders as part of a job.
Change order and cash receipt history are available for closed jobs. The job history window allows the view of change order and cash receipt details for closed jobs, which can be helpful in analyzing the success of past jobs and estimating new projects.
Managing Documents
A practical and affordable solution for organizing and sharing documents. Easy to organize, view, print and share project information. Allow users to store, retrieve and attach files of virtually any format to the service call, location, customer record, maintenance contract, equipment records and many other fields. Anyone can have easy access to the documents at any time. The ability to respond immediately or supply requested information to the customer, improves customer satisfaction and reduces call backs.
- Provides the ability to view all documents through the customer portal
- Launch a document and associated application with a click of the mouse
- Attach electronic files, scanned work orders and Auto CAD drawings
- Attach documents to a service or maintenance call, customer, equipment location, jobs, change orders and cost codes
Managing Schedules
Organizations are being asked to do more with less. This puts additional stress on existing staff and equipment. A balanced workload means work orders get completed more quickly and staff is more efficient.
- Balance the work loads assigned to individuals, teams and equipment
- Reviewing schedules by day, week or month and make adjustments as necessary
- Assign people and equipment to work orders and jobs
- Easily adjust schedules using drag and drop graphical functionality
- Visualize resource availability based on status in the field (e.g., in transit, on a call, etc.)