View real-time job status and profitability, gain greater visibility and insight into your costs and ensure your business has the agility required to respond to customer needs, all with Greentree Job Costing Software.
View cost transactions, minimum margin percentage, be alerted if a job is under or over budget and compare estimated costs against actual costs – all in real-time. You have the ability to make adjustments on-the-fly on jobs that may be creeping over time and budget – no more reactive management trying to get jobs back on-track after the damage is done.
Visual planning boards
For management of day-to-day operations, the highly visual planning boards provide real-time information that improves the quality and timeliness of the decision making process. See what jobs staff are working on, allocate new tasks to those who are free, plan job, service and leave requests, and be notified instantly of changes. View all job transactions and make adjustments on-the-fly by linking with mobile devices.
Flexible job structure
Meet any business need with unlimited-level job structures (sub-jobs, phases, tasks). Create a hierarchical structure where multiple sub-jobs contribute to the profitability of a parent-job, ideal for project-based businesses with complex needs where several divisions may be contributing resource to a primary contract. Enables managers to track costs at the parent level or view the detail at the sub-job level if they wish. Once you’ve set up your job structure you can categorise costs into four main areas: labour (time), inventory issues, purchases and disbursements, which are automatically captured against a job to ensure nothing is missed. The flexibility to pre-define the structure of a job and accurately define, capture and allocate costs ensures you have the optimum control over all aspects of work-in-progress.
Fully integrated for enterprise-wide efficiency and cost control
With total integration across all Greentree modules, cost efficiencies transcend through all your business processes from job quoting/estimating, purchase ordering and inventory requisition right through to invoicing and general ledger. For example, when a cost transaction is created, the general ledger is immediately updated with a work-in-progress value so you always know exactly how closely a job is tracking to budget and time frames.
Insight into your most valuable activities
To make all the sub-jobs even more visible to managers, use pre-defined templates with shared parameters and special numbering that differentiates jobs and activities from each other. This means that managers can make an enquiry about what type of jobs and activities are being undertaken, how often and for which customers. This makes it easy to see which jobs contribute the most to your bottom line.
Allocate and split costs between multiple customers
There are several ways in which you can set up invoicing within job costing to meet the needs of each customer. For example, if you have multiple customers paying a percentage share of a job, e.g. warranty claims, you can invoice each individual customer using a feature specifically designed for this purpose. Your accountant doesn’t need to spend countless hours manually figuring out who pays what.
Microsoft Office Excel integration
Greentree’s Financial Reporting Engine in Excel (F.R.E.E.) capability enables the upload of data from Excel into Greentree with ease. F.R.E.E. allows the creation of new jobs, job estimates, timesheet transactions, invoice, proformas, credit notes and cost/sales adjustment transactions. F.R.E.E. can also be used for job cost reporting.
Job Costing is at the core of cost and revenue management for sales and customer service requests as well as asset management. Quotations can be converted into jobs once accepted, and customer service calls assigned to jobs to track and capture contract costs and billings. Delivering asset management or maintenance services also integrates completely for complete financial visibility.