Job tracking, time recording and billing
|
|
|
|
|
| Estimate the costs and revenue to perfection |
| Preparing and revising professional estimates for customers using salesorder.com is incredibly easy. You can create, print send and store as many estimates as you need to meet your customers requirements. You can record and review the customer reasons and details of a revision on every document using the salesorder.com Memo feature. You can also capture the detailed customer requirements and attach them to the estimate. When you and your customer agree the estimate, just mark the estimate as active. |
 top |
| Monitor profitability and costs in real time |
| You work hard to prepare profitable estimates, win the business and do a good job. But all your time and money is wasted if you don't achieve or exceed the margin you set out to make. |
| You can't make profit consistently on jobs if you can't see what costs are being incurred in real time. Salesorder.com gives you easy to use, easy to read, precise reports that let you see the origin, type and value of costs at a glance in real time. We provide more reports to help you project profitability and track what has and hasn't been invoiced. You can export all of your reports to Excel in two clicks. |
| top |
| Attend to the detail, share information make sure nothing gets forgotten |
| The salesorder.com Memo feature allows you to attach as many types of tasks, notes, information, reminders and scheduled events as you need to a Job and its associated documents such as estimates, timesheets, and expense forms. With just one click you can find and see the status and detail of each Memo associated with the job. Memos show up on to-do lists, in the reminders panel and on the calendars in the Organiser of the assigned user who needs to know that she has an action or information associated with the Job. |
| top |
| Time recording software and billing online |
| Nobody likes filling in their timesheets, nobody likes chasing people to fill in timesheets and nobody likes surprises when employees submit timesheets. What’s more sorting and entering the details of timesheet entries into the accounts is a lot of work, extra time and cost on bookkeepers fees and prone to errors. |
| Salesorder.com lets your workforce securely and easily record time, expenses, notes and information associated with the Jobs they are working on from any internet connection. Salesorder.com gives you a real time 360 degree view of the status, booked costs, potential and actual revenue anytime you need it. |
| top |
| View utilisation in real time |
| Your fee earners generate your income. Knowing where they spend their time and what they are earning is critical knowledge for any services business. Salesorder.com gives you a real time view of the availability and utilisation of your work force. |
| You can immediately spot the gaps, peaks and excesses in the time and effort your employees and contractors spend on jobs. Salesorder.com helps you understand where your income is coming from, where you are not being as effective as you could be and lets you discover ways to get more out of your investment in people. |
| top |
| Job tracking |
| Automatically assign costs from purchasing documents, timesheets and employee expense forms. You can capture and track costs from timesheets, employee expenses and purchases whenever and wherever they happen. It’s easy for a user to assign a cost to a job. Every job code created in salesorder.com is automatically available when a user creates or edits a document that incurs an expense. Job documents automatically update costs so you always know where costs are coming from and the potential income. |
| top |
| Forecast at line item detail, create and track Invoices |
| Salesorder.com’s powerful forecasting software lets you create forecasts at the line item detail from the Job. You will always know what is needed and what revenue is due when from every job. You can create and track Invoices and Cash Sales from the individual Job. You can see what has and hasn’t been charged at the line item detail and with just one click you can see and review every Document associated with the Job. |
| top |
|
|
|
|
