Sample Screens for Contractor Essentials

• Scheduling Screen for Employees
• Inventory File Maintenance
• Job Estimate Screen
• Customer Maintenance Screen
• Financial Reporting

***This is a very small sample of basic screens the Contractor Essentials program offers.

The Scheduling Screen for  Employees allows you to schedule service jobs for technicians and overhead jobs, such as vacation or sick time, for all employees. Schedules can be maintained and viewed for the current day or any other day, simply by clicking the calendar on the left side of the screen. 

Call type and corresponding priority codes are displayed.  These features yield an easy to read "quick reference" for dispatchers and supervisors.

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Inventory tracking allows you to keep track of the purchase and usage of inventory items.  Some key features of inventory tracking include:

• Inventory can be maintained at multiple locations ( i.e. warehouse, trucks and showroom).

• In addition to various reports, purchase history for each part can be tracked on the maintenance screen for up to 3 vendors, as well as the last vendor the part was purchased from.

• Where applicable, parts can be assigned a conversion factor. This allows you to purchase using one unit of measure (i.e. case) and sell in another (i.e. each).

• Inventory parts can be categorized for reporting and general ledger purposes.

• Serialized Inventory parts allow tracking parts by serial number.
• Bar Coding can be used to move inventory using a hand-held barcode reader

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The Job Estimation tool allows you to input estimates on jobs using the above screen. Some key features of job estimates include:

• Estimates can be entered as a total for the entire job, or as individual estimates for each job phase which the system then totals to create an overall job estimate. 

• The job estimate screen allows you to determine the contract amount as a fixed amount or from a gross profit percentage allowing more flexibility in entering estimate amounts. 

Note: This is the estimate screen that comes with the base system. For more detailed estimates using specific inventory parts, labor factors and bid templates, we offer a Material Estimation module.

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The Customer Maintenance screen allows you to input all the necessary customer information to run your business. Some of the key features of the customer module include:

• Alpha lookups and customer search lists to easily find the correct customer by number, name, or street address
• At-A-Glance financial status with easy access to detailed customer reporting
• Dated notes for logging customer information by date and category. Great for collection calls!
• "No Business" flag that prevents jobs from being set up for a customer
• Integration with Marketing Manager for referral source tracking 
• Customer specific pricing levels with added Point of Sale Module

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Financial Analysis Reporting

This is the same Monthly Comparison Report show in both regular and chart view.

•  A Budget Report that looks at your projected budget compared to your actual monthly and  yearly figures.
•  Cash Flow reports for previous months and also projected cash flow.
• A Daily Balances report that can be broken down to look at Sales, Inventory, Checks and Deposits, and General Journal Entries individually or a combination of the four.
• A Monthly and Yearly Comparison of Sales, Direct Costs, Gross Profit, and Overhead. Both of these reports are available in chart form.   

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Revised: 03/18/11.