1 FormsXPress TM Spec Sheet Eliminate paper forms. Capture digital field forms! TouchCenter FormsXPress Available NOW Apple ios and Android OS FormsXPress Available Q For years AboutTime clients have been asking for a way to digitize their unique business forms. We are excited to announce the release of a new AboutTime module that extends digital form collection into the field and allows you to create custom form templates for collecting data such as work orders, accident reports, safety info, materials usage, inventory, inspections, surveys and much more. On top of the core AboutTime mobile data collection system, FormsXPress allows you to capture custom data by building form templates for essentially any type of information you wish to collect. You can even control what employees have rights to populate data into your forms from their mobile device in the field. The forms can also be associated to an employee, job/location, task, and/or asset in the AboutTime system to create a seamless relationship. Forms can be printed and saved as PDF and other common file formats. ControlCenter FormsXPress Available NOW Associate to employees, locations, tasks, assets Embedded tables Textual data entry Numeric data entry Date and time stamps Select one answer from a list Select multiple answers from a list Save and organize historical forms Save as PDF, HTML, Excel, CSV and more GPS location coordinates* Ability to add signatures* Take picture images* Record video clips* Record audio notes* (*Apple ios and Android OS) Receive accurate and legible digital forms from the field any time you want. It is fast and easy to build your forms and deploy them to specific employees in the field. Once a form is populated a simple sync sends the completed form into your office. Manual data entry is inefficient for everyone, now your field employees can populate your forms on the same mobile devices they already use AboutTime for every day. In addition you can go far beyond the limitations of paper by capturing and addding rich content to your forms such as pictures, audio, GPS and digital signatures, all neatly organized and associated with employees, jobs/locations, tasks and/or assets in the AboutTime ControlCenter. Stop using spreadsheets and paper forms for good. Call AboutTime today to see how you can leverage your existing AboutTime system to capture custom digital forms. Build CUSTOM forms. Capture field data YOU need. Eliminate paper forms for good. 58 North 1100 West Suite 2 Payson, UT AboutTimeTech.com TIME (8463) ph fx RRFXP
2 News and Information for Users of Sage Timberline Office Software October 2012 ANNUAL PAPERLESS OFFICE ISSUE Survey Shows More Users Taking the Paperless Plunge!...1 Paperless Office Tip Print to File in STO...3 Snowed Under an Avalanche of Paper How One Company is Digging Out with Mobile Handheld Technology...4 TUG Online WebEx Training and Open Forums...5 efiling More Than Just a Trend...6 Freedom from the Tyranny of Paper...8 TUG Year-End Webinar Series...9 Don t Go Paperless... Just to Save Paper...10 Paperless Payroll and Free Field Reports in the Cloud...11 Save the Date 2013 TUG National Users Conference...12 Document Management Issues Solved...14 Real-Time Efficiency...15 Survey Shows More Users Taking the Paperless Plunge! Just how paperless are TUG s members? Compared to last year s TUG Paperless Poll, more of us are embracing paperless technologies this year, with an overall growth of 28 percent in users that reported being at least 50-precent paperless in their office. In fact, this year, two percent have hit paperless nirvana, giving themselves a 100-percent mark when rating their paperless practices! What went paperless first? More than 50 percent of you started the process with Accounts Payable followed by 25 percent who are circulating and archiving non- STO documents such as Bids, Qualification Documentation and Leases. Moving Project Management to a paperless process was a popular third, followed by General Ledger closings and Accounts Receivable. Users offered some terrific examples of electronic archiving, along with the benefits. Paperless invoicing is the best! No more trading phone calls they respond with questions and we get paid quicker, offered one user. Another remarked, Being able to look at the actual invoice, rather than going back to whoever coded and trying to ask questions is just so much easier. Most TUG members invested in a thirdparty solution to assist with the paperless process. My Assistant led the pack in this year s survey, with a full 40 percent of the respondents taking advantage of its by: Eire Stewart JP DINAPOLI COMPANIES, Inc. integrated and tracking abilities. Other winners include automated invoice processing systems, such as Construction Imaging and MICR check printing, and EFT solutions like Create-a-Check. I hope Sage brings EFT and ACH online soon, quipped one user. That would be a boat load of paper gone. Automating outgoing invoices took hold this year as well, with 26 percent having implemented solutions as opposed to only 16 percent last year. Other third-party software included a variety of third-party timesheet and HR solutions, PDF printer software and using the fully featured Adobe Acrobat to manipulate PDF files. When asked if users had adopted a Document Management system to organize their documents, the split was even with 49.5 percent answering affirmatively while 50.5 percent hadn t yet made that leap. o Continues u 1 u
3 October 2012 News and Information for Users of Sage Timberline Office Software Snowed Under an Avalanche of Paper How One Company is Digging Out with Mobile Handheld Technology Timberline Sage 300 Going Paperless and the Problem to Solve If you think paper is free and technology is expensive, think again. Few are surprised anymore to learn that companies spend hundreds of thousands of dollars on supporting paper-based processes. The terms going green, environmental citizenship and paperless are synonymous with being a good steward for the world we all share, but what gets lost in the noise is that pushing mountains of paper around is hurting your business. by: J. Eric Hammersmark AboutTime Technologies, Sage Development Partner B&B Contracting, a Surrey, British Columbia, heavy highway contractor with a skilled labor force and large equipment fleet, has maintained a leadership role in a very competitive civil construction market since One of their biggest challenges has been the mountain of forms required to be completed daily at the project sites to comply with safety and reporting regulations from Worksafe British Columbia (WCB). of mouth. These companies often don t have formal systems in place, a lot is left to the control of the foreman and it really is not getting communicated back to the office. Not a good situation to be in. Jeff Horodyski, controller at B&B, estimates that 15 to 20 forms are required to be filled out on any given site daily to comply with WCB. With 30 active crews, that s 450 forms being filled out and processed on a daily basis. Multiplied over a year, that s 75,000 to 100,000 forms to be processed, approved, and finally filed and stored away in storage boxes. There s safety forms, pre-checks, hazard checks, toolbox checks (the list is a mile long!), vehicle checks, machine checks and so on. The regulatory agencies are putting a lot more burden on us as the employer, Horodyski explains, and the results of being fined for noncompliance with proper safety reporting would be more than simply inconvenient to the contractor. In his words the fines are severe. The problem is not just that the forms have to be filled out the foremen complain about this loudly every day it s the number of times the forms have to be handled before they can finally be filed away. The form is filled out and signed. A delivery person brings it back to the office, where it is sorted by one individual every morning, split up into piles, the accounting department touches them a couple of times, then construction management a couple more times, and then finally filed away, Horodyski explains. You begin to get the picture. Patrick Baker, president of Constructive Solutions, who consults and provides Sage Timberline Office systems to B&B, adds that many of the construction companies we see are handling this purely by word The Solution: Mobile Handheld Technology with Integration to Timberline and Sage 300 The aforementioned WCB is already trying to help by providing a mobile app on Apple and Android that allows managers in the field to search and browse the OHS regulations, policies, guidelines and WCB standards on mobile devices. Many Sage partners provide additional products to provide different methods of data capture solutions on an array of devices and methods of entry. Horodyski explains: What started as a search simply to find a product to streamline our payroll and timekeeping processes and integrate to Timberline quickly turned into a much larger project paying infinitely higher dividends. It s funny, as we started reviewing and considering AboutTime s impact on our company as other issues came to our o Continues u 4 u
4 News and Information for Users of Sage Timberline Office Software October 2012 mind we found that other things were even more important than our payroll time. Taking lots of pictures on the site, attached to their field report, making proper traffic management plan notes all will benefit the company in far reaching ways. They ve been involved in legal cases over the years, sometimes dealing with an accident that has happened four years prior. In addition to interfacing employee and equipment time records with Timberline, B&B is incredibly excited at the prospects of the easy review, paperless storage, and practically unlimited search and reporting capabilities that AboutTime s new FormsXPress module will bring. Civil work has always meant that companies are behind in technology, very paper-based and slow to adopt technology. At B&B we are trying to buck that trend, says Horodyski. We ve outfitted our foremen with smart phones, equipping them with time keeping technology and digital forms. We re really trying to push our company and our field to new horizons. They rolled out smart phones this spring and enabled mail and other tools for the foremen to use and have not looked back. Their superintendents have been thrilled with the addition of smart phones. In the morning they can blast out 10 or 15 s, giving the foremen directions for the day without having to call them and connect with them, sometimes even having to go on site to communicate. They can attach a drawing or a sketch as needed, which is very useful. Even though reluctant at first, the old hands are coming along and adopting the technology. B&B expects to go live with the new technology in October and plans to roll it out to all six of their divisions by spring of With more than 900 clients and growing rapidly (over 100 that happen to be Sage Timberline Office users), AboutTime Technologies is gaining a reputation in construction technology as the bestof-breed solution for paperless data capture and time reporting from the field. To see a demonstration of AboutTime s flagship product for employee and equipment time keeping or their new module, FormsXPress, contact AboutTime at TIME (8463) or Alternatively, you can request a demo at TUG Online WebEx Training and Open Forums NOVEMBER 2012 Tuesday :00 p.m. ET PJ: PJ MEETING MINUTES Thursday :00 p.m. ET REAL ESTATE COMMITTEE & FORUM Friday :00 p.m. ET ESTIMATING: SPREADSHEET LAYOUTS & REPORTS Friday :00 p.m. ET PUBLICATIONS COMMITTEE MEETING Tuesday :00 p.m. ET PJ: PJ DRAWING LOGS & PJ CUSTOM LOGS Wednesday :00 p.m. ET CONSTRUCTION ACCOUNTING COMMITTEE & FORUM Tuesday :00 p.m. ET PJ: PJ FIELD REPORTS Tuesday :00 p.m. ET PJ OPEN FORUM: PJ PROJECT MANAGEMENT TIPS & TRICKS Wednesday :00 a.m. ET ESTIMATING COMMITTEE & FORUM To attend an online event, please attendee(s) name and address to You will receive an confirmation along with connection instructions once you are registered. These classes are free of charge and open to members only one more benefit of belonging to the Timberline Users Group! We are adding more sessions every day. Check the Online Event Calendar at TUGweb.com for an updated list. If you have any suggestions on sessions you would like to see, please u 5 u
5 South Coast Roofing Daily Safety Sheet - Architectural Sheet Metal Job Name/ Nombre de Trabajo Job Number/ Numero de Trabajo Date/Fecha Job Address/Direccion del Trabajo City/Ciudad Superintendent/ Superintendente Supervisor/Supervisor YES/si NO NA/No Aplica Tie off on roof at all times Estan amarrrados en el techo todo el timepo YES/si NO NA/No Aplica Ladder tied off on both sides and 3ft above top of the wall La escalera esta amarrada en ambos lados y 3 pies arriba de la pared YES/si NO NA/No Aplica water can and drinking cups on the roof Tienen termo con agua y conos desechables para tomar en el techo YES/si NO NA/No Aplica Materials safety stored on roof-tie and strapped El material esta guardado amarrado y acomodado en el techo YES/si NO NA/No Aplica esxtension cords good and GFCI Extensiones electricas e interruptor de corriente estan en buenas condiciones YES/si NO NA/No Aplica Gloves, long pants, boots, hard hat,long sleeved shirts and safety glasses Guantes,pantalon, botas, casco,camisa de manga larga y lentes YES/si NO NA/No Aplica Housekeeping-roof and ground cleaned up daily Hacer mantenimiento de limpieza diario en el piso y en el techo YES/si NO NA/No Aplica Penetration covered anything over 2" and write hole on top Hoyos mas grandes de 2"estan tapados y le escribieron hoy arriba YES/si NO NA/No Aplica Safety metal disel and gas can Bote de segurida de metal para gasolina y disel YES/si NO NA/No Aplica Fire estinguisher were needed Extinguidor de incendios esta donde se nesesita YES/si NO NA/No Aplica first aid kit on site Botiquin de primeros auxilios en el area de trabajo YES/si NO NA/No Aplica MSDS and Haz Mat books on job site Hojas de seguridad con los datos de materiales (MSDS) en el lugar de trabajo YES/si NO NA/No Aplica Scaffolds properly erected and safety rails per OSHA regulations/ Andamios y pasamanos de seguridad estan instalados de acuerdo a los regulaciones YES/si NO NA/No Aplica Tie off when using man lifts Estan amarrados apropiadamente cuando usan elevadores Job Site Conditions Condiciones Del Tiempo Del Area De Trabajo Good Poor Bad Properly Stored Material in Safe area Bueno Pobre Malo Guardaron apropiadamente el material en ul lugar seguro Good Poor Bad Materials stacked torecognize different flashings/ Los materials Bueno Pobre Malo estan ordenados correctamente para distinguir la diferencia de uno a otro Good Poor Bad Weather Bueno Pobre Malo Condiciones de Clima en el area de trabajo Good Poor Bad Job site conditions Bueno Pobre Malo Condiciones del area de trabajo Good Poor Bad House kepping Bueno Pobre Malo Hacer mantenimiento de limpieza abajo y arriba diariamente Supervisor Signature/Firma del Supervisor Superintendent Signature/Firma De El Superintendente Achitectutral Sheet Metal
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