Ron Bond President AC & R Specialists

Transcription

1 JOB COST

2 "I used to be in the middle of a job and not know what my cost to complete the project would be. Even if I had a vague idea, it wasn't until we installed WENNSOFT's JOB COST that I could tell where we expected to finish. This helped track job progress and profitability. I can now proactively manage my jobs to complete on time and in budget. What an advantage not to mention their responsiveness and outstanding customer support thanks WENNSOFT!" Ron Bond President AC & R Specialists

3 JOB COST WENNSOFT's Job Cost Software is the ultimate solution for project-driven organizations. It combines a complete project management solution with the superior financial management capabilities of Microsoft Great Plains Business Solutions. Designed to adapt to rapidly changing business conditions, Job Cost enables project-based businesses and project managers to track actual and budget activity by project, phase, or in further detail and easily track revenue, expenses and profitability. With Job Cost, you can effortlessly track contract information: Project change-orders. Subcontracts. Subcontract change-orders. Forecasts. Forecast revisions. Committed purchase orders. And other events associated with contracts. Job Cost allows you to turn change-orders into billable work, and even link payment controls to compliance documents for optimum cash flow and project profitability. Regardless of how complex the project is, Job Cost keeps the focus on the projects' profitability by ensuring that everyone has accurate, up-to-date information, from entering time and expenses, to billing clients, managing subcontractors and more and it's accessible anytime and anywhere via the Internet. PROJECT LEVEL MODULE The Project Level module is effective for companies with multiple divisions working together to complete a single contract. Project Managers can create a single contract that crosses over multiple work divisions (e.g. Electrical, Plumbing, and HVAC), and can easily look at an overall project that has had many added segments over the life of its original contract. 1

4 The Project Level module gives users the ability to create a single invoice for all jobs within a project and post one accounts receivable transaction. The appropriate revenue accounts are updated based on the division assigned to each job, allowing on-screen financial analysis. The Project Level module allows users to combine jobs together into a project status and view the committed, posted, estimated, and forecasted costs. These segments will then provide a top-to-bottom view of project performance from the big picture down to a snapshot of individual activities within a given project. PROJECT MANAGER'S ADVISOR MODULE This module is designed specifically to give project managers access to job information without conducting lengthy, timeconsuming searches. Enhanced security features can restrict project managers to view only their assigned jobs. Module configurations can allow for (or prohibit) entering forecast revisions and change orders directly. In addition, most information can be provided in a "read-only" format. The Job Status window allows extensive "drill downs" to the cost code and detail levels of a job. Automatically sort and print critical project management reports directly from the window. Detailed labor breakdown windows give project managers instant details on labor costs and hours, including variances and projected costs. SUBCONTRACTOR MODULE Unexpected subcontract costs at job completion can destroy margins and erode your working capital. The Subcontractor module enables you to more effectively manage subcontract agreements. You can track important information such as: Subcontractor information including insurance and worker's compensation expiration dates, draw requests, retention percents, and certificate expirations. Change-order status tracking for inclusion on AIA billings. Drawings, submittals, documents, and other paperwork associated with contracts. Payment control when paid by the customer (pay-whenpaid). We know what it takes to keep a company with one hundred million dollars a year in revenue, 3000 active jobs and 500 union employees running smoothly, efficiently and profitably. What we needed was a turnkey solution with new technology and industry specific functionality that could grow and change as we do. What we found was WENNSOFT an integrated solution from the people who know contractors. That s what software ought to be. Trust the solution that understands your business. Ed Kocourek Executive Vice President The Egan Companies 2

5 In pay-when-paid situations, automated controls hold items for payment until the customer has paid the related invoice. Tight payment controls can keep track of retainages owed and protect the contractor from cutting checks to subcontractors when insurance certificates or other administrative compliance items have expired or have not been received. This provides management with the controls needed to optimize cash flow. This module also allows notes to be attached, to capture information, or alert you to datesensitive issues. ADVANCED SUBCONTRACTOR MODULE The Advanced Subcontractor module provides additional functionality to the Subcontractor module. With this enhancement, you can easily manage a higher volume of vendors and subcontractors, and can automatically add subcontractors to a job from the purchase order entry screen. Our Subcontractor Status window, a special feature of the Advanced Subcontractor module, summarizes contract information for a specific subcontractor and acts as a central location for accessing additional data. Advanced Subcontractor also offers additional business reports, plus payment and retention features, and allows tracking of multiple insurance types across all jobs for a subcontractor. Failure to obtain any particular document can place the project, and even the company, at considerable risk. With the Advanced Subcontractor module, you can track contract and subcontract paperwork for multiple projects. Documents, such as change orders, permits, proof of insurance, performance bonds, certified payroll reports, and other contract-related information, are readily accessible. Advanced Subcontractor module also automatically prints and tracks lien waivers. GRAPHICAL SCHEDULING The Graphical Dispatch Board enables you to easily manage your job activities by displaying a visual picture of your entire field staff. Each color-coded bar on the grid represents a job activity. Different colors are used to identify the activity type (e.g. red = excavating, green = piping, purple = electrical, etc.), and are user definable. Using the drag-and-drop capability of the Graphical Dispatch Board, unassigned job appointments can quickly and easily be applied to an empty time slot. You can also use this feature to reassign a job appointment from one crew to another. Used in conjunction with the Service Management Series, Graphical Scheduling allows you to effortlessly assign a technician to a job, or from a weather-related job cancellation to a service call. 3

6 REPORTING Accurate, up-to-date information is critical for making profitable business decisions. Job Cost's Report Writer and Crystal Reports are customization tools that allow you to quickly and easily create new reports, or modify one of the hundreds of valuable pre-defined lists and reports included in Job Cost. The possibilities range from very simple user-defined lists to sophisticated custom reports. Building report s is as easy as pointing and clicking on any field in the database to drop information into a report design template. You can summarize information at any level, insert formulas to perform calculations, and apply conditions to filter the information that prints. Once designed, reports can be placed on shortcut toolbars, which can be customized for each employee, giving them quick, easy access to the reports they use most often. Hundreds of reports are available with Job Cost, including: Job Status. Work Outstanding / Backlog. Job Schedules. Cost Variance. Billings. Profit / Loss. Vendor / Subcontractor Activity. Labor Analysis. Audit. Change Orders. Union. Certified Payroll. ESTIMATES You can easily import estimate information into Job Cost from your favorite estimation package and use it as the basis for the original budget when a contract is won. No need to re-key information. INVOICING Job Cost Invoicing is designed to allow you to control and manage unbilled receivables and create invoices, allowing you to shorten the billing cycle and improve cash flow. Multiple billing types are supported, including time and material, AIA formats, cost-plus, cost-plus NTE, fixed price, percent complete, and scheduled billings. Plus, tight integration with Microsoft Great Plains and Service Management Series, enables single-point data entry. 4

7 As your project progresses, charges flow into the billing system from various sources, such as Accounts Payable, Inventory, and Payroll. Direct entry invoicing on a project can be done on-demand. Time and material or costplus projects are created by marking up labor and other expenses. Flexible billing rates, overhead allocation, mark-up rules, and multiple billing methods give managers control over how projects are billed. Unique formats for different types of charges can be established, such as detailing labor charges and recapping expenses by type. Other entries can be entered directly and calculated on a percent-complete basis, based on scheduled events for milestone projects. TIMETRACK The Job Cost TimeTrack module is designed to make the most of your business by streamlining the collection of labor and related expenses. Users can capture, validate, track, review, approve and post labor, travel and employee expenses to various projects. This information may also be posted to the General Ledger and Payroll for processing purposes, and can be sent directly to ADP. Even employees working away from the office can submit time and expenses, via the Internet, to a central site for automated processing. Used in conjunction with Job Cost or Service Management Series, TimeTrack quickly and easily expedites time card processing for payroll. Users are able to enter service, job cost, and unbillable payroll transactions for an employee, on a daily basis, all from the same window, providing more accurate information and eliminating double-entry. Supervisors and managers can quickly review timecards and simultaneously post labor transactions to billing and payroll functions. Fixed asset changes can also be posted to jobs. This single point of entry means a faster billing cycle, better cash flow, and quicker management reporting cycles. TimeTrack also allows users to monitor and analyze labor costs, helping clients make informed and timely laborrelated business decisions. 5

8 WENNSOFT eseries...information ACCESS ANYTIME, ANYWHERE Businesses are continually seeking ways to improve customer communication, provide access to account and service call information, and manage customer relationships more efficiently in "real time." You will enhance a customer's experience with your business if you allow them to get exactly what they need, when they need it from virtually anywhere. By implementing an eseries solution, you'll use the Web to build better customer relationships, solve business problems and add efficiency to your business model. Your employees will be freed from dealing with routine tasks, and able to concentrate on more important issues like improving your business and profitability. WENNSOFT's eseries consists of etimetrack, eproject Manager's Advisor and ecustomer Portal. etimetrack etimetrack provides another option for retrieving labor information from your field staff. Using a standard Internet browser, employees can enter time and expense information over the Internet or your company's intranet. An extension of the WENNSOFT TimeTrack module, employees can charge time to jobs on a daily basis. Non-billable time or time not assigned to a job may also be entered. etimetrack transactions are saved directly to TimeTrack. Transactions do not require an import process and flow directly to TimeTrack batches. The TimeTrack batches can be committed to Job Cost, WENNSOFT's Service Management Series, or Microsoft Great Plains Financials. eproject MANAGER'S ADVISOR Real-time access to information is vital to achieving complete control of all of your construction projects. Now you can access your project information anytime, anywhere using this thin client browser interface. Easeof-use, combined with robust customization capabilities, will improve and facilitate the management of all your business processes. Web access provides all the tools and information required for total project control, and gives users all of the information they need to make critical decisions that ensure project success. 6

9 ecustomer PORTAL Driven by WENNSOFT's innovative Service Management and Job Cost applications, ecustomer Portal is an extension of your WENNSOFT solution, providing a dynamic customer self-service portal linked directly from your website. ecustomer Portal gives your company a real point of competitive differentiation. It enables you to provide a secure, dynamic and personalized interface to tailored customer data on demand via the Internet. All information is customizable, so you control the data that is shared with your customers. Customers can access their contract details, project updates, and more! They can also view past or present construction project information, diagrams, drawings and manuals - all online. DOCUMENT MANAGEMENT Need a practical and affordable solution for organizing and sharing documents? Instead of struggling with cryptic file names and paths, just drill down through our common sense descriptive document names. With WENNSOFT's Document Management module, it's easy to organize, view, print and share project information. The most current documents are always organized and immediately available. This eliminates last-minute surprises and costly delays when preparing for reviews and project delivery. The Document Management module allows users to store, retrieve and attach files of virtually any format: ADOBE PDF FILES: store information and/or safety sheets. CAD DRAWINGS: store an unlimited number of drawings and revisions. Stored drawings allow users to view the latest floor plans or product schematics. PICTURES: store an unlimited number of pictures including GIFs, JPEGs, etc. SCANNED DOCUMENTS: scan and store signed contracts. WORD DOCUMENTS AND OTHER SIMILIAR MICROSOFT APPLICATIONS: link documents such as contract proposals or past due notices. 7

10 MULTICURRENCY MANAGEMENT MODULE The Multicurrency Management module enables companies that do business globally to easily generate invoices in whatever form and currency their customers want, regardless of how many different markets and currencies need to be accommodated. Your profitability will be improved by shortening billing cycles and reducing open accounts receivable. The Multicurrency Management module in Job Cost allows you to: Enter payables transactions or purchase orders in the vendor's currency. Print invoices in the customer's currency. Post costs and billing information to WENNSOFT's Service Management or Job Cost in functional currency. Cost transactions can be in any currency in the Microsoft Great Plains modules; however, costs associated with standard-type job invoices are tracked. AWARD WINNING HERITAGE WENNSOFT offers comprehensive products and services to help you meet your customers' needs. And like you, we're customer focuseddoing whatever it takes to successfully implement your business solutions. WENNSOFT has achieved significant recognition and several major awards, including the E. Robert Kent Award given by the Mechanical Contractors Association of America (MCAA), and recognition by Microsoft Great Plains Business Solutions for Technical Innovation, Developer of the Year, and Best Integrated Product. Learn how our award-winning software has been built to meet the demanding needs of today's organizations. Visit us on the web at: or call us at

11 INNOVATIVE BUSINESS SOLUTIONS At WENNSOFT, we create solutions to keep your service business and financial management simple and remarkably controllable. Our popular industry solutions are so effective that you ll find even your most complicated and time consuming tasks become routinely simple. IT S ALL IN A DAY S WORK! Say the word and we ll provide you all the customer support and service you could possibly need, including telephone support, remote connection support, as well as training and implementation services. Ask us how, and together with Microsoft Great Plains, our technology and financial applications partner, we ll show you the way to track and reduce costs, increase customer satisfaction, grow your business profitably, and improve your success. Just say WENN, and we ll gladly demonstrate the ease and effectiveness of WENNSOFT solutions for your business.

12 JOB COST P.O. Box South Moorland Rd. New Berlin, Wisconsin USA 44(0) Toll Gate Close Oakley, Basingstoke Hampshire, RG237BH UK