End To End Construction Solutions

Transcription

1 End To End Construction Solutions MORE JOBS IN LESS TIME. A SEAMLESS WORKFLOW AND BOOSTED ACCURACY. 1

2 Been searching for a complete business solution? ProContractor is a modular construction software application. Add new capabilities and users as your business budget or direction changes. pg. 3 pg. 4 pg. 5 pg. 6 pg. 7 pg. 8 pg. 9 End to End Solution - Quest & Maxell Systems - Benefits to ProContractor How PC Improves Profitability - Core Modules Team Benefits - Owner, Project Mng. Accounts Team Benefits - Estimator, Equip. & Service Mngr. Takeoff and Estimating - Feature and Benefits Takeoff and Estimating - 2D & 3D Takeoff - Estimating - Bid Management - Quotes & Proposals - Variations - Reports & Dashboards Project Management Feature and Benefits pg. 10 Project Management Modules - Customer Invoicing - Budgets & Forecasts - Change Management - Subcontract Agreements - Equip. Management and Maintenance - Site Reporting using Mobile Connect pg. 11 Service Management - Feature and Benefits pg. 12 Financial Management - Capabilities - Reporting & Dashboards pg. 13 Electrical Filing & Reporting - EFT Functionality - Procurement Management - Inventory Management pg. 14 Employee & Equipment Management - Payroll - Equipment Costing, Tracking & Mng. pg. 15 Best fit for your business pg. 16 Quest Professional Services 2

3 ProContractor End To End Construction Solutions Are your encountering difficulty building or transforming ingrained business process? Most likely you are running multiple software applications that don t talk to one another. Quest is proud to be the exclusive Australasia dealer of Viewpoint ProContractor. ProContractor software brings cutting edge industry knowledge and technology that streamlines business processes in one end-to-end solution. If you are serious about improving the business and making your daily work environment easier - consolidating business processes is a must. Only Quest Business Solutions gives contractors innovative estimating, project management, and accounting software, expert services, support, and strategic best practices from a single source to empower your business. With Quest, you ve got a real partner and problem-solver on your side, dedicated to help your business run faster and smarter. Backed by 35+ years of technology innovation, construction experience, and industry leadership, our experts are there to transform your business with effective proven processes and software quicker than you may realise. More than 10,000 businesses - from General Construction, Subcontracting and Specialty Trades around the world rely on ProContractorMX to improve their business and increase profitability. End to End Construction Solution Power up your business with the industry s only integrated Estimating, Project Mng., Service Mng., and Accounting solution: ProContractor. Viewpoint built ProContractor from the ground up to be a true, single and seamless solution that helps you best manage the entire project lifecycle - and empower every member of your team with the tools to communicate faster and react smarter. Plus, it s scalable and flexible, so you can start with what you need now and grow into ProContractor as your business requires. Use ProContractor to benefit all areas of your business: Price more jobs in less time, with greater confidence Save time, cut costs, and maximize resources Enjoy seamless workflow and better communication Boost accuracy and control of data for real-time decision-making 3

4 ProContractor provides a broad set of features that fit the unique needs of each person on your team. The way the solution is built makes many capabilities useful for everyone. Easy to Use Customizable user Home Page for quick navigation User-definable fields to track the data you want to track Intuitive features tailored for easy to learn operations Save Time, Cut Costs Automated processes eliminate double entry Seamless workflow for entire project lifecycle Easy access to centrally located data and reports Intelligent dashboards allow management by exception Confidence and Peace of Mind Accurate, real-time data for quick, informed decision-making Security settings by Company, Division, Project, User or User Group provide controlled accesses to sensitive information Comprehensive reports and audit trails Improved Business Profitability As a single, seamless solution, ProContractor can help you see a day s profit potential at a glance, identify and prevent potential financial losses, spot discrepancies and errors, and manage projects with accurate information in real-time. ProContractor can help your construction business: Achieve operational efficiencies and cost reductions Monitor and control the productivity for jobs of any size Confidently increase profitability on every project Accomplish more in less time Take the guesswork out of reaching true profit potential Improve financial stability for long-term benefit When your business is ready, ProContractor grows with you. The complete solution includes these capabilities with customisable user-right access. Takeoff and Estimating Project Management Site Mobile Connect Service Management Procurement Accounting Employee Payroll Equipment Mng & Maintenance Inventory Management 4

5 Significant Improvements for Every Member of the Team OWNER PROJECT MANAGER ACCOUNTING TEAM ProContractor, construction companies find a natural, specialised fit for each member on their team. It s the complete, end-to-end solution that streamlines processes across your entire business, with tailored features and valuable benefits for every role. Easy to access, real-time business intelligence Easily create projects, budgets, and schedules Easy to access, real-time business intelligence By leveraging ProContractor as the single solution for the whole company, contractors can dramatically minimise or eliminate any disconnect among owner, estimators, project managers, back office administrators, and so on, and ultimately, are able to improve visibility of business performance and profitability. End-to-end control and visibility Easily monitor business metrics and optimise performance Tight security and accountability Microsoft technology is flexible for business changes Timely reporting and valuable Real-time job analysis and forecast committed reporting Variation requests and tracking Plan register, RFI, Meeting Minutes Document management Real-time employee and End-to-end control and visibility Easily monitor business metrics and optimize performance Tight security and accountability Timely reporting and valuable Dashboards BAS, PAYG and Subcontractor Dashboards equipment time sheets tax reporting 5

6 ESTIMATOR EQUIPMENT MANAGER SERVICES MANAGER On-screen Takeoff 2-D and Earthwork 3-D Flexible estimate resources and coding Excel formula based composite rates Material and Subcontractor RFQ from estimate Quoting and opportunity pipeline Tender register and win / loss ratio Estimate budget vs. actual variance reporting Equipment location tracking Usage costs against project budgets Customer class schedule of billing rates Equipment parts and service purchasing Profitability reporting Maintenance management Estimating and Quote Tracking Work orders and scheduling board Reoccurring maintenance scheduling Purchasing and receipting of orders Inventory management warehouse or ute Invoicing job labour and material purchased Customer rating and profitability 6

7 Takeoff, Estimating & Bid Mng ProContractor offers the fastest, most accurate, and easiest-to-use takeoff and estimating solution available. With robust and user-friendly features, you will be able to work with more efficiency, price more jobs, win more work, and make more profit than you thought possible. FAST AND ACCURATE TAKEOFF Every profitable estimate starts with an accurate takeoff. By using ProContractor to automate your takeoff process, you ll save time and money. Earthwork is an integrated Takeoff system designed for measuring cut and fill quantities from PDF, CAD, TIF or most other file formats. Multiple plans can be matched-lined that enable takeoffs on independent scales. 2-D Takeoff is used for all general construction elements. All trades and building companies will benefit from ProContractor unique integrated Takeoff and Estimating features. Estimating and quoting are integrated into a seamless stream of cost information so you enjoy quick pricing and adjustments on customisable forms. Conforming tenders requiring a specific format can easily be handled using ProContractor versatile WBS coding structure. Importing bills of quantities can be comfortably managed using customisable import templates. Takeoff data is linked directly into the estimating process, helping you avoid the time and error of re-entering information Receive or generate Building Information Modeling (BIM) files and skip the takeoff process altogether by easily importing and automatically populating an estimate with cost items and quantities. Customisable excel formula based resources or standard routines can be designed and held within a cost catalogue. Build regional cost catalogues for each division or business location. COMPLETE ESTIMATING ProContractor streamlines the process of completing estimates and incorporating them into project progress claims and budgets 7

8 PRICE CATALOGUES AND UPDATES ProContractor includes a comprehensive database where you find historical pricing on cost items including materials, equipment, and labour all stored in a central location and update regularly from material supplier price sheet. EARTHWORK ESTIMATING If earthwork is your line of business, ProContractor offers features tailored for sitework contractors. Easily determine a job s cut and fill quantities, then efficiently calculate what the equipment and labour is going to cost you by updating the estimate. COLLABORATIVE AND INTEGRATED TAKEOFF AND ESTIMATE Estimators are able to work in the same job at the same time and because each takeoff annotation can be tracked back to where it s measured a clear audit trail is available for easily tracking how quantities and costs are developed. QUOTES & PROPOSALS ProContractor accurately accumulates bid details so you can produce a quick quote or in-depth proposals. Easily modify proposals to include the desired amount of detail of scope of works and exclusions. Each quote or proposal can be assigned to an estimator and tracked through to completion. BID DAY You can also easily manipulate a quote and proposal pricing on the fly, propose what-if scenarios, or make changes to the bottom line. This helps you to make up-tothe-minute adjustments before submitting a bid and react quickly during negotiations so you can quickly see your break even number and margin adjustments REQUEST FOR QUOTE MATERIAL / SUBCONTRACTORS Automatically material and subcontractor RFQ directly from estimate to Outlook. Customisable RFQ forms can be attached to the Invitation to Bid records and compared / select the most competitive material or subcontract prices. Populate estimates automatically once approved and selected. Once the estimate is created the revised estimate can be compared to the original saving you time and improving accuracy. VARIATIONS (CHANGE ORDERS) Create and track both variations and alternates construction methods. Select which should be added to the original estimate or used later when the job is underway. Approved variation will update the payment claim and revise the project budget. Purchase Orders can be generated and costed against each variation to track profitability. REPORTING Powerful, straightforward reporting with easy-to-read charts and graphs gives contractors real-time information in dozens of standard formats. See information in the way you want to, with SQL Reporting every report in ProContractor is customisable. BID DASHBOARD The Bid Dashboard is a convenient way to make informed decisions quickly with graphical snapshots and drill-down access to bid information. Quickly see, in real-time, details about proposals due and expiring, and easily stay on top of dates and financial details. 8

9 Project Management ProContractor gives project managers the ability to bring in every project on schedule and within budget with easy-to-use tools whether in the office, on the road, or at a job site. Manage by exception and stop digging through reports to uncover problems. Quickly see projects where you re losing money and click to see reports and variances to resolve promptly. WITH CENTRALISED, CRITICAL, REAL-TIME INFORMATION AND JOB COST TRACKING TOOLS, PROJECT MANAGERS CAN: Save time and cut costs Increase control and minimis e risk Maximise efficiency and productivity Better execute projects for maximum profitability Gain insight for confident decisions MANAGE PROJECT DOCUMENTS Stop lugging around an out-of-date, paper-stuffed job binder. Easily create, track, organise, route, and manage project documents electronically and have a virtual binder that s easily accessible by anyone on your team using ProContractor. Streamline workflow and work more efficiently Stay organised and maintain better accuracy Microsoft Outlook integration allows for further convenience RFIs, transmittals, submittals, submittal packages, daily field reports, check lists, meeting minutes, project programs and plan register are included for meaningful online paper trails comfortably managed using customisable import templates. See how much money you have at risk. ProContractor monitors costs incurring on variations and not yet approved. You re informed to ensure you get paid for the work you ve done. The solution automatically tracks Work in Progress, no need for duplication or spreadsheets Create Tasks for you or others to meet deadlines and identify overdue items; easy drill-down allows quick access to documents and alerts. At a click, know cash position for a single product, across multiple products or company overall. 9

10 Project Management PROJECT BILLING Choose from Progress Claim or Time and Material Billing (Do and Charge) by percent or unit complete. Manage Lump Sum and Cost Plus contracts can be easily managed. COST TRACKING AND BUDGETING Create project budgets and track optimal detail. Quickly view helpful cost reports and receive valuable alerts. CHANGE MANAGEMENT Efficiently handle workflow from Potential Project Variations using Change Order Requests. Avoid costly mistakes, capture profitable opportunities, access real-time information, and efficiently manage routing, approval, and more. SUBCONTRACT MANAGEMENT Create subcontract agreements and track contract items including commitment of pricing, scope of work, terms and conditions, and retention. EQUIPMENT MANAGEMENT AND MAINTENANCE Monitor equipment utilization and track cost of ownership. Bill equipment costs to projects and manage your equipment as a profit centre. FIELD REPORTING Your field personnel can easily generate field orders to allocation Equipment, Labour, Subcontractor and Material resources. Scheduling Board tracks Field Orders to track equipment or labour on an interactive calendar. PROJECT CONNECT AND MOBILE CONNECT Have timely project information whether in the office or on site. Use Mobile Connect to easily access important site data. 1. Employee & Equipment Time Cards 2. Purchase Order Receipts 3. Daily Diaries 4. Issues and Subcont. arrival & departure times 5. Markup, revise, sign and save SWMS, construction drawings or agreements *ipad ready / 4-G optional with sync to office cloud hosting YOU LL SAVE TIME, INCREASE ACCURACY AND MANAGE TIMELY INFORMATION TO STAY ON TOP OF EVERY PROJECT WHEREVER YOU GO. 10

11 Service Management If service is all or part of your business, then you must tighten up control of financials, work orders, dispatch, employees, inventory, and more. ProContractor offers service management software that helps you do all that plus allow you to be more efficient, proactive, and profitable. DISPATCH ProContractor provide an interactive Dispatch Board - instantly access customer information, technician locations/schedules, and parts availability for quick and accurate responses to customer calls. Multiple views within the Dispatch Board allow outstanding calls to be organised, formatted and displayed by location, type, priority, assigned technicians, day and time, and more. Drag and drop incoming calls onto the calendar to schedule arrival times and assign technicians for dispatch. With ProContractor, you can handle work order management and service contracts with features to: Have seamless applications for reduced data entry and easy workflow Work with real-time business intelligence in a single location Achieve greater financial insight and control over your projects Accurately manage inventory, orders, and transportation of materials Easily manage dispatching/scheduling for improved customer service maintain great customer service and handle a large volume of work at a fast pace. 11

12 Financial Management ProContractor is definitely written for the construction accounting professional while maintaining the perfect audit trails and security all CPAs and CFOs depend upon. The solution combines robust cost management with a complete line of financial reporting options to help you gain strict control and flexible processing of financial obligations with superior accuracy and data integrity for peace of mind. No need to rely on others to provide information so you know financial position. Simply log into this screen to gain a complete view of financial information. COMMITMENTS AND PAYMENTS ARE PROCESSED EFFICIENTLY AND ACCURATELY: Seamless system for Accounts Payable, Job Ledger, General Ledger, Project Costing, Payroll, and Purchase Orders improves workflow and maintains historical detail Project costing synchronises with ongoing changes and hard financial data Features are specifically tailored to fit industry needs and handle the special requirements of construction billing, such as tracking retention and discounts. Efficiently minimise questions, manage disputes, and monitor accounts Never lose track of an invoice or your approval process with electronic routing Properly distribute transactions across multiple companies managed in ProContractorMX COMPREHENSIVE REPORTING AND AUDIT TRAIL FEATURES ALLOW YOU TO: Manage BAS & PAYG Reporting Subcontractor Year-End Reporting Payslip and Group Certificates Enjoy convenient one-click access to details. Click on the Receivables chart to see details about exactly who owes you money and how much. Upon log-in, you can use Company Dashboard to see balance items, statements, invoices and more all in one place. 12

13 Electronic Filing & Reporting Save time and improve accuracy while you minimize risk, potential liabilities, and financial penalties by automating timely invoice payment through Electronic File Transactions (EFT). ProContractor integrates with Piracle EFT software to enable users to batch electronic payment while auto generating remittance. PIRACLE EFT FUNCTIONALITY: Auto generate Vendor Payments EFT single or month end batch Automate remittance Payroll EFT to employee accounts User-Right access for security Procurement Management ProContractor provides a robust toolset for the pricing, ordering, and tracking of goods, so you can manage procurement efficiently, minimise costs, and maximise purchasing power. Easily and electronically create Purchase Orders for any project or generate from estimate data for effective comparison of estimated vs. purchased quantities. Understand true job costs and stop overspending, with price validation and verification of charges against vendor invoices and committed cost reporting Track and manage the purchase and receipt of materials, helping keep projects on schedule Purchase Orders can be created for Projects, Equipment and General Business Expenses. Inventory Management Using the solution s powerful, perpetual inventory system, detailed catalog, and seamless workflow, construction and service contractors can streamline inventory management. Eliminate double entry and avoid shortages, while keeping accounting and tracking tasks to a minimum Sort, search, and use your inventory catalog in many ways, which allows you to work with efficiency Transfer items among warehouses, trucks, and job sites, while the solution maintains complete audit trails and automatically updates costs and inventory valuations 13

14 Employee Management and Payroll Meet the challenges of ever-changing government and construction regulations with ProContractor to manage payroll, workforce, and more. Efficiently track employment agreements and construction payroll, including complex Enterprise Bargaining Agreements (EBA s). Accurately track daily work and calculate earnings, benefits, fringes, insurance liabilities, and taxes Properly track project labour costs, over-time rules, paid leave, additional pay and deductions, and superannuation. Integrate payroll to Time and Material (Do and Charge) invoicing. Auto-generate invoices with Customer Classification - auto update labour costs with predetermined margins. Virtually and securely file, access, and manage all important employee documents, such as trade certificates, drivers licenses, etc. Equipment Management and Time Tracking Effective assessment of equipment utilisation and cost allocation form timely project job cost tracking. Equipment tracking by project location for quick assessment of plant location and equipment operator. Easily apply equipment usage by project cost code using customisable utilisation classification, down, operating or ideal time using different equipment cost structures. Time usage and operating costs of each piece of plant showing cost of ownership reports Integrate equipment usage by project for Time and Material (Do and Charge) invoicing. Auto-generate invoices with Customer Classification - auto update equipment costs with predetermined margins. Attached important equipment documents, insurances, maintenance manuals and key equipment purchase receipts etc. 14

15 Learn More to Find the Right Fit We encourage you to contact us to learn more request Datasheets, a Product Demonstration, References, Success Stories, and more. We re confident that together we can identify the right fit of ProContractor to suit your needs, whether you start with a part or choose the all-in-one, end-to-end solution. PROCONTRACTORMX: ALL-IN-ONE PROCONTRACTORMX: SERVICE MANAGEMENT Effective management of work orders, do and charge invoicing and reoccurring maintenance items. Keep scheduling boards up to date while easily evaluating service tech s performance. PROCONTRACTOR: ACCOUNTING With rock-solid financial practices, you will always know true job costs, build ideal audit trails, have reliable security, and appreciate easy reporting. With takeoff, estimating, project and service management, and accounting working together in a single, seamless solution, you can eliminate any disconnect among team members, improve visibility of business performance, and increase profitability. PROCONTRACTOR: TAKEOFF & ESTIMATING Improve speed and accuracy with easy-to-use technology that helps you save time and money. Bid more jobs efficiently and with better profit margins. PROCONTRACTORMX: PROJECT MANAGEMENT Anytime, anywhere with real-time information to keep every project on schedule and within budget. Gain control, minimise risk, and stay a step ahead. 15

16 CALL: FAX: INTERNATIONAL info@questbiz.com.au WEB: