Budgeting

• Maintains two budgets - preliminary (estimate) and committed (contracted)
• Uses historical jobs data for future job estimates
• Provides cost-per-home budget reporting
• Compares preliminary or committed budget vs. actual job cost

Take-off

• Calculates quantity of materials required for a job
• Calculates quantity of labor required for a job
• Generates purchase orders and work orders based on take-off
• Links material and labor prices to vendors and subcontractors
• Utilizes master database of material items
• Allows for use of assemblies in take-off
• Provides material quantity reporting
• Generates price comparison reports
• Integrates with take-off packages and digitizers

Scheduling

• Critical Path Method (CPM) scheduling
• Gantt Chart scheduling (bar chart)
• Utilizes master database of template workstages
• Updates tasks calendar as schedule changes
• Processes reports for global as well as user-specific schedules
• Changes made in schedule automatically update calendar
• Links job options to workstages

Calendar

• Provides daily reminders of tasks to get done
• Manages the schedule directly from the calendar
• Updates purchase order and work order information
• Processes reports for the calendar for a specific user or globally

General Ledger

• Auto entries to the G/L when jobs are closed to move funds from W.I.P to COGS
• Generates Accounting Integrity Report to verify that the system is in balance
• Uses NAHB Chart of Accounts
• Allows use of any other chart of accounts
• Provides bank (check) reconciliation capabilities
• Full G/L reporting from trial balance and transaction journals
• Customizable balance sheets and income statements

Accounts Payable

• Flags over-budget items during invoice entry
• Automatically calculates insurance premium deductions
• Provides "Authorize for Payment" capability
• Provides lien waiver forms and reports
• Generates insurance audit reports
• Provides aged payables reporting with filter capabilities
• Calculates and prints 1099 forms

Purchase Orders (PO) & Work Orders (WO)

• Produces purchase orders for vendor materials
• Produces work orders for subcontractor labor or turnkey bids
• Generates bid letters
• Notifies calendar module of send, call and follow-up dates for vendors and subs
• Provides alerts at invoice entry, when PO and WOs disagree with invoice amount
• Generates change orders for purchase orders and work orders
• Generates change variance orders for purchase orders and work orders

Draw/Billing Schedule and Accounts Receivable

• Creates customer invoices for time and materials jobs
• Prepares draw request reports for banks and AIA documents
• Generates recurring invoices for customers
• Prints AIA Bills
• Provides aging reports (sorted by customer or by job)
• Provides customer invoice history reporting

Payroll

• Produces payroll checks
• Provides timesheet entry capabilities
• Calculates workers' compensation
• Calculates quarterly report worksheets for 941, FUTA and SUTA
• Provides hourly payroll reports (sorted by employee, job or account)
• Computes and prints W2 forms

Job Costing

• Compares preliminary or committed budget to actual job cost
• Reports show job cost based on the check register
• Compares actual job costs from multiple jobs to a budget job
• Report provides detailed transaction information for each account number
• Identifies and tracks variances in special accounts

Miscellaneous

• Accounts and back-office processes auto-configured for different job types, including:
  • Speculative
  • Custom (revenue as received)
  • Custom (revenue at job sale)
  • Phase
  • Land development
  • Remodeling
  • Overhead
• Provides detailed cash flow projection reporting - configurable
• Proposal generator - utilizes previous jobs and template jobs database
• Provides pre-populated data to get you up and running faster
• Purge utility allows for safe archiving of previous years' history