Cost Centers
Whether it is a property, an asset, a person, a team, a department, or a project, a separate cost center can be created and used for reporting all incurred costs. Cost centers will also be used to assign annual or project based budgets to track spending. Control costs with customizable conditions to alert you if you are going overbudget on a job, a period, or a category
Trades
Connect your account codes by trade to track spending in various categories, for example, you could have an account code for HVAC maintenance, one for HVAC repairs, and one for HVAC replacements for each of your properties. Set monthly spending amounts in each category, and get notifications when spending approaches or exceeds your estimates.
Account Codes
Create not to exceed budget amounts for various cost centers, estimate spending at the beginning of a period, or just let the budget module track and report spending. Set up account codes by cost center, trade, or any other category that you like, and track spending as it happens against your budgets with automated reporting and interactive charts
Planning & Scheduling
Create a hierarchy of tasks with projected start time, end time, run time and allocated resources. Define dependencies between tasks and adjust the planning in an interactive Gantt chart. One or more team members, each with a special billing rate, can be assigned as resources to a task
Contracts
Integrate budgeting with your service level agreements to keep contracts with vendors or clients on-budget and under control. Automate work order creation from budgets with predefined costs on the workorder to compare to vendor invoices and instantly catch any questionable charges
Financials & Invoicing
Generate incoming or outgoing invoices for work orders or project tasks. Amounts can be conditional on fixed price agreements, % completed, or time & materials. Post invoices to a general ledger and create credit payment batches for banking systems. Integrate with your accounting system or use our full-featured accounting module
A Different Kind of Software
We've designed our business to work with your business
Complete Solution
Run every department with one powerful SaaS platform in the cloud that allows you to interlink things that could never talk before. Enter your data once, and access it across the organization, with the ability to run analytics and report on every possible question from the street to the c-suite. Accounting, Purchasing, Warehouse, Operations, Facilities, Sales, CS, HR, IT, Legal, Marketing, there is something for everyone in this software.
Fully Customizable
Fully control what you see on every page. Add, remove, rename and reposition fields, buttons, media, and reports. Design workflows from templates or from scratch to achieve any possible business goal. Granular, role-based access means every user sees just what they are supposed to see, and can only edit when and where they should. Custom dashboards put the right information at every user's fingertips.
A True Partnership
Your success is our success. Our Bay Area California based Implementation Team has a minimum of 6 years of experience with the platform. We understand what our clients need to be successful building and implementing this kind of custom software, and we walk you through the process while allowing you to dictate your goals and business needs. It is a true partnership, ask us for references!
Smart Licensing
We don't nickel and dime you to pay for access to different features and modules. Your licenses come with full access to the entire platform, including all existing templates, prebuilt reports and a whole lot more. Your administrators will have full access to build the categories, pages, workflows, and custom scripting that makes up the system, and our comprehensive learning library will allow anyone to become an expert quickly.
