Customer Relationship Management will give you the edge over your competitors.
With each employee documenting contact with clients or supplies, there is a clear overview of where your company stands with regards to sales, contracts or orders.
Reporting on quotations that have not yet been converted to contracts highlights the need to “chase up” the quotation to prevent the loss of potential work.
With the facility to set up campaigns and motor the success of these along with sales projections and targets, management are aware of potential contracts as well as contracts already received.
With a quotation forming the basis of a future contract, it is important to be able to quickly create a comprehensive and accurate predicted cost, allowing a mark-up to be added to achieve the required profit and contribution to overheads.
With the option to use materials and labour rates from a stored library, the estimating team are sure to be using UpToDate costs that are monitored by the purchasing team, when placing purchase orders.
Complete library items may be created to further speed up the production of accurate quotations.
With the facility to send out sub-contract tender enquiries, the estimator can easily and quickly request costs from multiple sub-contractors to ensure the best cost is achieved.
Preparing the inevitable revised quotations, Contract Controller ensures that the original quotation(s) remain as sent to the client, with the easy amendment to form the revised or alternative quotation.
With material and labour analysis from the quotation, Productions schedules may be added to aid tracking items through the workshop process.
Ensuring additional works are claimed for by generating Variations to Orders (Add or Omits from the contract) along with the facility to generate valuations and applications for payments during the ongoing running of the contract.
Creating purchase orders instantly updates the job costing, detailing all committed costs along with those already authorized for payment.
Running time sheet collection pods in the factory allows the accurate generation of time sheets with times being correctly booked to the relevant contract and item, along with tracking the item through the workshop.
Using the stock control facility to ensure that any items issued from the stores are booked to the contract, with the facility to alert when stocks are running low.
Completed items can be sent to site via your own transport, or a carrier accompanied with a delivery note that can be signed by the client on receipt of the items.
Instant access to show the committed and current costs to a contract ensures that you are aware of how a contract is performing in real time.
Reporting of Retentions due to sub-Contractors and more importantly, retentions due to be claimed by you from your clients.
Easily produce Applications for Payments and sales invoices.
Purchase invoicing checks that goods have been received before authorising to pay along with the facility to create sub-contractor payment certificates.
Easily allow the entry of employee expense sheets with costs applied to relevant contracts.
With an accounts dashboard showing all sales invoices outstanding to be paid, valuations due to be prepared along with a WIP listing, instantly gives a financial overview of current contracts.
