Features

From Quotation to Invoice

Keeping consistency through the way everyone works enables management to have a quicker and clearer understanding of quotations, contracts and finances.

Encompassing, efficiency, productivity, profitability, governance and data security.

Sales & CRM

Enquiries & Leads
Record & generate enquiries✓
Enquiries pending orders✓
Sales executives activities✓
Drawing & document register✓
Marketing
Marketing campaigns✓
Sales projections✓
Clients, Suppliers & Sub-Contractors
Complete company address and contact details✓
Schedule contacts to be made✓
Record all contacts made and meeting notes✓
Reporting
Sales management & reporting✓
Current & potential enquiries & contracts✓
Quotation conversion analysis✓
In-House Control
Multiple company function✓
Enquiry / contract status giving a global overview✓
To do lists✓
Calls to make✓
Enquiries to chase✓

Estimating

Materials & Labour Library
Core Library of materials & labour✓
Individual or global update of materials & labour✓
Locate materials used in quotations✓
Multiple suppliers & costs for one material✓
Pre-Priced Component Library
Library items built from core materials & labour✓
Duplicate and reuse items used on previous quotations✓
Items always at current costs✓
Library items may be “nested” with other library items✓
Batch library items together✓
Quotations
Generate quotation information from enquiry preliminaries✓
Bill / schedule of works✓
Daywork rates✓
Sub-contract tenders & price comparisons✓
Clarifications & assumptions✓
Terms & conditions✓
Multiple bidders for one enquiry✓
Optional costs✓
Quotation Adjudications
Profit & overhead markup✓
Additions for fixed pricing✓
Additions for MCD✓
Clear & detailed indication of cost & profit✓
Quotation Revisions
Original quote remains as quoted✓
Revised quote costed at current day costs✓
Option to create contract against previous quote✓
Full history of all quotations submitted✓
Reporting
Client copy with company headers & logos✓
Print, PDF or export facility✓
Quotations waiting to be completed✓
Material & labour requirement analysis✓
Ease of use
Quickly send out sub-contract invitations to tender✓
Formatted bills may be imported from Excel✓
Re-use, duplicate items from previous quotes✓
Easily apply % mark-ups✓
Import required clarifications, terms & conditions✓
Import preliminaries from templates✓

Production

Pre-Contract Checks
Material & labour analysis from quotation✓
Drawing registers✓
Create Contract
Based on latest quotation submitted✓
Create client acknowledgement of order✓
Confirmation of production & site dates✓
Confirmation of site address✓
Confirmation of invoice address✓
Production Tracking
Product manufacturing scheduling✓
Product manufacture tracking✓
Labour comparison between actual / scheduled and quoted✓
Variations to Order
Product manufacturing scheduling✓
Product manufacture tracking✓
Valuations
Schedule valuations & applications for contract period✓
Current progress of completed works✓
Applications for payments✓
Purchase Orders
Material purchase orders✓
Sub-contractor purchase orders✓
Plant hire purchase orders✓
Supplier KPM (key performance report)✓
Current plant on hire reporting✓
Multi contract purchase orders✓
Supplier deliveries due / outstanding✓
Stock Control
GRN – goods received notes✓
FIFO stock allocation from stores to contract✓
Minimum stock levels alerting✓
QR scanning code control for stock items✓
Batch codes may be recorded for stock items✓
Storage areas for stock or completed items✓
Delivery & Collections Notes
Delivery notes for items sent to site of client✓
Full reporting on items completed & delivered✓
Reporting
Contracts due for completion✓
Operation & maintenance manuals✓
Job cost to date – by contract or specific item✓
Manufacturing hours – by contract or specific item✓
Purchase orders placed against contract✓
Expense sheets against contract✓

Accounts

Purchases
Purchase invoicing✓
Outstanding purchase invoices✓
CIS & VAT reverse charge collections / payments✓
Sub-contractor payment certificates✓
Sub-contractor retention payments✓
Sales Invoicing
Create sales invoices✓
Client statements✓
Client payment receipts✓
Retentions to due to clients✓
Client financial summary reports✓
Financials
WIP – work in progress reporting✓
Job costing✓
Time sheets✓
Expense sheets / claims✓
Stock valuation reporting✓
Integration
Easy to integrate data into existing accounting systems✓

Time Sheets

Time Sheet Pods
Automatic shop floor time sheet generation✓
Employee activity screens✓
Simple employee ID and contract QR code scanning✓
Clocking in & out functionality✓
Break / lunch start & end time alert✓
Production Manager
Fire roll call facility✓
Employee attendance and activity✓
Instant trackability of item in production✓
Reporting
Reporting for payroll hours✓
Time spent of contracts – contract item✓
Time spent on non-contract work✓
Work carried out by employees✓
Staff & Visitor Attendance Record
Sign in system for visitors✓
Report on visitors dates and times✓
Fire roll call for visitors on premises✓
Use on site for recording staff & contractors✓

Equipment Management

Machine Maintenance
Service reminders✓
Service records✓
Documentation & manuals✓
Vehicle Maintenance
Service reminders✓
MOT reminders✓
Vehicle tax reminders✓
Service history✓
Equipment Maintenance
Inspection reminders✓
Site equipment tracking & availability✓
Site equipment location audit history✓

Users & Employees

Users
Assigned access to functions allowed to use✓
Facility to set up short-cut keys to functions✓
Job specific dashboards✓
Employees
Employee time sheet shift settings✓
Employees assigned to multiple operations✓
Auto deduction of lunch breaks from time sheets✓

Training & Support

Initial Set Up
Assistance setting up classifications & libraries✓
Training
Full training on system✓
Training scheduled to meet your requirements✓
Training sessions recorded✓
Short training videos available on YouTube or within system✓
Support
Direct contact with our support team✓
Support via phone or email contact✓
Remote access to assist users in real-time✓
Dedicated to supporting our clients✓
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