| Features: |
- Order types include: Quotes,
Templates, Open and Closed orders.
- Track Quote Date and Quote Expiration Date.
- Unlimited textual ability for
proposal information, shop instructions, etc.
- Text or portions of text can
be copied from one order to another and edited.
- Jobs can be organized by job phase.
- Quoted estimate can be itemized by part or summarized by phase.
- Job detail can be copied from one order to another
(when creating similar jobs).
- Automatic gross profit analysis
can be viewed while entering a quote.
- Cost categories can be used to distinguish
large unit parts from accessory parts
and from labor parts.
- Orders can be automatically priced by:
- Allocating a bid amount
- Markup percentage from cost
- Time and materials
- Estimate (actual price based on quoted price)
- Pricing by total job, phase, or category.
- Pricing adjustable by any method
within categories, phases, or by individual item.
- Repair orders can be easily processed.
- Automatic job order numbering option
- Locate jobs by order number, customer number,
customer name, or order identification.
- Can automatically commit available inventory,
backorder needed parts, and create
purchase orders to streamline order processing.
- Inventory reduction by warehouse, lot, or serial number.
- Entry of vehicle specific information
such as make, model, year, license, etc. can be selected.
- Vehicle pool interface available.
- Quotes and Template order estimated
costs can be updated to keep current.
- Tracks work in process.
- Automatic estimate to actual comparison
by job, job type, sales rep, customer, etc.
- Tracks and accounts for long jobs over monthly
accounting periods.
- Allows return of unused parts to inventory.
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| Job Order Reporting: |
- User definable job analysis report in summary or detail.
- Scheduling report.
- Job Order Status Report tracks
jobs in process (in summary or detail).
- Labor analysis by total job or phase.
- User defined reports can compare
job estimates vs. actual performance.
- Job Order Action report shows
next action needed to complete each job.
- Job Summary Report shows job information at a glance.
- Vehicle reporting (for vehicle pool users)
- Historical reports.
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| Labor/Time Card Tracking: |
- Labor can be tracked by category or phase.
- Optional Labor/Time Card System allows you to:
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