| Overview |
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Its main purpose is to provide a management control system through entering quotations and jobs. Finding suitable suppliers to carry out accepted quotations, and to control and monitor the progress of each job element, together with its costs. Supplier and Client databases provide a wealth of information as well as a history of quotes and jobs. Reports show profitability and allow the monitoring of financial performance by individual as well as the total organisation.
Main Functions:
Basic details (Name/Address etc) Multiple contacts Colour coding option for status Language combinations Specialisations e.g. medical, legal etc Costs/Rates Invoice history Job history Notes Excel Output User defined fields
Basic details (Name/Address etc) Colour coding option for status Multiple contacts Quote history Job history Invoice history Rates Excel Output User defined fields Invoices / Credits
Job lists by various categories/selections, including actual v estimates/quotes Supplier/Invoice list Client/Invoice lists + Outstanding debts |
Create/Copy Excel Quote (User Defined) Critical date fields (due dates etc) Store related documents (e.g. Word docs) Excel Output User defined fields
Convert from Quote Create/Copy 2 job levels (if required) Supplier Invoice post to job process Create client invoice/credit Critical date fields (due dates etc) Store related documents (e.g. Word docs) Various view options (summary/detail) Drill down Actual v Estimate/Quote control User defined fields
Job Sheets (User Defined) |
Job costing jobbing
Cost control jobbing
Job tracking
Job bag
Jobbing
Costing
Translation
Translation management jobbing
Translation agency
Marketing administration
Media agency jobbing
Advertising agency
Maintenance costing
Building maintenance
Property maintenance
Boat maintenance
Contracting jobbing
Engineering maintenance
Engineering Contracting jobbing