Job Management Software Overview

Transcription

1 Job Management Software Overview

2 Does getting it done on-time and profitably mean anything to your business? If your business is building a product, providing installation or field service it means everything. Managing a job-driven business with a typical ERP software system is not easy. JobOps Job Management Software provides critical tools needed to manage even the most complex jobs while streamlining the way you work adding efficiency and control. Better Service to Your Customers When you deliver a service or a product, customers expect the best from you. Completing jobs on time is critical. Price is important. Profit is necessary. Your challenge is getting jobs done on time, at a price that provides value to your customer and contributes to your bottom line on each and every job. Job management is the only way to make sure it happens and job management is what JobOps is all about. Better Control of Your Operations Inventory. Labor. Resources. Controlling any one without the other leads to chaos. Not having any of these available when needed defeats any gains made in controlling the others. The secret is making sure that your customers requirement date drives the planning for your inventory, labor and resources. Job management is organization, efficiency and control and JobOps delivers this in one single integrated solution. Better Management Means Better Business Estimates, Work Orders, Planning, Purchasing, Tracking and Costing. Every job needs them JobOps helps improve the workflow between these necessary and important functions. Better communications between departments leads to more efficiencies and fewer fire drills. Job management with JobOps is proactive, providing your company with management by exception tools that are critical to your success.

3 It means everything. How do I get it done faster and avoid costly errors?

4 Field Service JobOps Field Service and Dispatch allows you to deliver timely services that drive profits and minimize overhead. Quick service ticket creation Drag n drop dispatch board Customer contracts, equipment history and warranty tracking Automatic generation of preventative maintenance orders Track costs against contracts Outlook integration Dashboard billing Costing & Tracking JobOps gives you real-time management tools to manage your job costs effectively. Real-time job status Real-time actual versus estimated costing Projected costing based on work completed Provides real-time alerts letting you know of potential cost overruns while in production Scheduling JobOps graphical scheduling tools help you prioritize your job schedule and allow you to meet promise dates. Graphical real-time scheduling lets you see bottlenecks and delays and take quick, decisive action Identify what you are capable of promising What-if and drag n drop analysis tools Visual warnings alert you to capacity and material constraints Management by exception JobOps provides flexible, accurate and automated job management controls that reduce delays, minimize costs and deliver more value to your customers.

5 Estimating JobOps simplifies estimating to allow you to quickly and easily create accurate quotes. Re-use past quotes by copying from existing templates to speed the creation of new estimates Combining bills of material, routers, labor, and contracted services to create a detailed cost roll-up JobOps Product Configurator aids in selecting options and calculating pricing Automatic update of material costs to reflect recent purchases Sales Orders and Work Tickets JobOps integration with Sales Order lets you streamline workflow, so that all job information is available from a single source. Quickly convert from an approved detailed quote to a sales order Generate work ticket order automatically Check material availability before release Product Configurator can easily create Sales Order and Work Ticket Attach product documentation and procedures specific to the job Purchasing JobOps Automated Purchasing analyzes your supply and demand for jobs and helps you buy the right products and materials at the right time. Consolidates requirements Automatically generates purchase orders Optimizes cash flow Creates dynamic to-do list Job Planning JobOps allows you to proactively monitor the status of your jobs, delivering the tools to review, refine, and improve estimating and job planning. Verification of quote accuracy before production starts Determine material availability Notify purchasing of shortages Check production schedules Easily track original versus revised estimates

6 JobOps gives you the tools to manage the complete job life-cycle to help you exceed your customer s expectations and stay competitive. The JobOps Product Configurator provides tools to give your customers ordering options. The result is a fast, accurate estimate or sales order, a comprehensive bill of material and the ultimate formula for success. Product Configurator Quickly build the products your customer wants by using JobOps Product Configurator. Graphical rules-based selection wizard Configure estimates and orders easily Creates bill of material and routing information Sage e-business Manager Integration Bring the power of the Internet to job management. JobOps is integrated with Sage MAS 90 e-business Manager using these powerful applets. dot.configurator allows the JobOps Product Configurator to be used over the Internet by your sales staff or customers dot.jobtracker lets customers view the current status of their jobs from the Internet dot.labor Allows your employees to enter time directly over the Internet

7 Industries Served by JobOps Make to Order If you are a manufacturer that builds to order, engineers to order, configures to order, purchases to order, and/or makes to stock, JobOps can help you. Industries include: aerospace; electronics; doors and windows; industrial equipment; automotive; boats; and medical equipment. Field Installation If you perform field installation you can benefit from JobOps. Industries include: network, security and communication systems; audio visual and video conferencing systems; capital equipment; HVAC contractors; cabinetry and millwork; custom machinery and conveyor systems; public water and waste management systems. Service & Repair If you service or maintain products, JobOps gives you a competitive advantage. Industries include: HVAC; industrial equipment repair; on-site depot repairs; field service truck and vehicle maintenance; electrical and plumbing contractors; self-service car wash repair; lawn, landscape and snow removal contracting. JobOps Job Management and Financial Management in One Solution JobOps, along with the industry-leading Sage MAS 90 and Sage MAS 200 ERP software delivers operational and financial information from a single, powerful source. JobOps is the cohesive solution that can enhance your company s workflow, increase its productivity and maximize its profitability. Sage MAS 90 or Sage MAS 200 must be installed to use JobOps; please refer to the JobOps specifications for more details. JobOps and Sage Software Partnership JobOps is a specifically designed set of modules that enhance job management for the Sage MAS 90 and 200 ERP software solutions. Sage MAS 90 and 200 is the industry-leading business management software solution for small to mid-sized companies. Its functionality includes core accounting, e-commerce, project accounting, business intelligence tools, CRM, HR, payroll, and wholesale distribution. Sage MAS 90 and 200 is recommended by more CPAs and is the business management solution of choice for over 75,000 organizations.

8 Copyright All rights reserved. JobOps is a trademark of BDO Seidman, LLP, and is published by Synergistic Software Solutions, LLC, a wholly-owned subsidiary of BDO Seidman, LLP. Sage Software, the Sage Software logos, and the Sage Software product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners. The contents herein are summary in nature and subject to change without notification from Synergistic Software Solutions, LLC. Synergistic Software Solutions, LLC accepts no responsibility for inadvertent errors or omissions. Part Number