Financial

Quotations

Quotations / Pre cost your future expenditure

Our Quote / Pre Costing module has dual functions.

For users that are contractors it allows you to prepare very detailed quotations and to keep track of those that are successful or not.

For end users you can pre-cost the works to whatever level of detail you require before making a final decision on awarding the contract. This gives you a detailed document from which to evaluate tenders or quotations.

Purchasing

Generate purchase orders as required for Help Desk

In most cases a PO is required for purchasing materials etc. This module allows these to be generated and be passed to the accounts department.

It also allows for reconciliation at the time of purchase.

Invoicing

Create or receive invoices as work is completed

This module is dual purpose;
For the end user (Client) it allows contractors to generate an invoice once their work is completed which is available immediately for the clients accounts department. This improves cashflow for both the client and contractor. The sometimes long delays waiting for invoices to arrive are eliminated.

For a contractor, as their employees log their hours and materials used, the invoice is automatically generated. It just remains for the admin to add hourly rates, markup, discount etc., and the invoice is available for their accounts department to transfer to their accounts software.