Traffic / Purchase Orders / Estimating

Scheduling jobs, assigning tasks and communicating this information within an organization is essential for efficient job management.  Employees need to know what they must do and when it is due. Managers need the flexibility to quickly revise due dates and reschedule work as necessary.

Clients also expect accurate job cost estimates. Many times the billing amount on a job is limited to the estimate. In order to accurately provide this information, agency personnel must be able to quickly access information from prior jobs of a similar type. With this information, as many estimates as necessary can be prepared to provide clients alternatives as to quantities, etc.

Application Description

Historical information is used as a starting point in managing and estimating current jobs. This data is then modified to reflect the requirements of current jobs.

Client cost information is posted to the job, for billing, or for comparison to actual cost. Traffic information is provided to assist employees in monitoring their assignments and expected completion dates.

Purchase Orders 

bullet PO's can be entered and printed for distribution to the vendor. 
bullet Outstanding PO's are listed as part of outstanding job costs thereby presenting a more complete picture of the cost allocation for the job. 
bullet Outstanding PO listings can be requested by vendor or job.

 

Estimates

bullet Multiple estimates per job
bullet Working estimates
bullet Comparison to actual job cost
bullet Comparison to client purchase order
bullet Bill estimate to client
bullet Estimate/cost history is maintained for future reference
bullet Job-Budget variance reporting

 

Job Scheduling

bullet Unlimited number of tasks can be assigned to individual jobs
bullet Teams can be assigned to individual jobs
bullet Employee task assignments
bullet Due dates assigned
bullet Creative Instructions
bullet Shipping Instructions
bullet Copy from previous schedules
bullet Standard schedules created by user
bullet Due dates automatically calculated
bullet Update by employee
 

Traffic Reports and Employee Work Schedules:

bullet Print by day, week or month
bullet Reports are in Client, AE, group, team, or location order

 

View Data

 

bullet Jobs
bullet Employee work schedules
bullet Job schedules
bullet Job Estimates
bullet Estimate to actual variance
bullet Purchase orders

 

HIGHLIGHTS

bullet Easy to learn and easy to use
bullet View windows show all data
bullet Prints purchase orders
bullet Unlimited estimates
bullet Employee work assignment reports
bullet Copy estimates from other jobs
bullet User defined traffic schedule templates

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