• PROJECT MANAGEMENT

    On schedule. On budget.

 WORKFLOW ACTION ITEMS

e-manage|ONE workflow facilitates setting policy within your organization from the day you go live.

No more lack of accountability.

Workflow Action Items cannot be deleted or ignored. Workflow Action Items are user defined tasks that need to be done in your company by a certain person(s) such as a request for a drawing to be done, an estimate, to invoice for a deposit, process an order, confirm vendor acknowledgements and so on.

Workflow Action Items are completely customizable. Create prerequisites for submission of an Action Item(s) and completion. This helps to streamline your processes and save money by not wasting time on incomplete requests.

Jobs costs are automatically calculated as Action Items are opened and closed. This provides you with an internal history and cost of your projects.

 PURCHASE ORDERS

Purchase Orders are processed in Order Entry. Create purchase order per Vendor and by grouping to stagger order dates. Shipping addresses can be set to a default warehouse or manually inputted.

Print purchase orders and email them directly to vendors or use the automated xml order entry for vendors who accept xml. Purchase Orders are marked as ordered for confirmation.

 ACKNOWLEDGEMENT & COSTING

e-manage|ONE acknowledgements confirm vendor orders. Create multiple acknowledgements for a PO if there are multiple ship dates. This help you better track what actually shipped so you can receive the items in the receiving module to deliver/install what was received and if needed, apply the vendor invoice to the acknowledgement for the shipped items and invoice.

All vendor invoices associated are applied to the acknowledgement. By doing this e-manage|ONE automatically tracks PO’s that have not been fully acknowledged by your vendor and Vendor invoices you have not received from your vendor. These features help to ensure that you are not missing anything from your order.

 RECEIVING

Receive product that has been acknowledged. You can set the location of the items in  one or multiple warehouses. You can print a receiver ticket for warehouse personal or use the web portal and receive items on a tablet or other mobile device. You can also receive product directly at the job site with the web portal.

Once product is received it moves from acknowledged to received so the sales person and other team members know what has arrived.

 ORDER ENTRY

Process quotes to orders in the order entry window by booking the quote. The quote is then added to the order for invoicing. Orders that require an installation are automatically put into the queue on the installation calendar to be scheduled for installation. Projects are also automatically moved from an active opportunity to a active booked project on the backlog.

e-manage|ONE allows you to create multiple orders for a project. Each order is tracked individually through the process so they can be received, installed and invoiced individually. Job costing is broken down per order and for the entire project.

 SCHEDULING: MAN POWER & ASSETS

e-manage|ONE Installation Schedule makes operations easy. The calendar can be viewed as a standard calendar or as map so you can visually see where your installations are.

Drag & drop orders onto the calendar from the queue. Installations events on the calendar are color coded by type for easy viewing. General instructions can be entered. Assign internal resources, subcontractors, items to install and assets. Schedule orders automatically show up in the Schedule for Installation so sales people and other team members know what is installing and when.

Items to install come from PO’s or acknowledgements and when added create a pick list with the location of the items to pull and the truck to load. A work order is generated with the options to show, project contacts, installer(s) assigned, scope of work, the general description, subcontractors assigned, punch list form and map showing the installation location.

 PUNCHLIST

Punch lists are noted when receiving product in the warehouse and/or at the job site. Marking the project as Hot and noting the reason puts the project into the Hot Jobs list so they are not lost. An alert automatically pops up alerting the person opening the project to the Hot Job status and reason. Once the punch list is complete the Hot Job status is removed.

A punch list can be created in the field using the web portal. A picture can be attached to the project and a punch list action item created immediately which pops up on the computer(s) of the person(s) responsible. The punch list action item is automatically type to the project and cannot be ignored, deleted or modified.

 PROJECT & INTERNAL COSTING

e-manage|ONE Costing ensure you will have an amazingly accurate job cost and final profit report per order and per project. All vendor costs are applied when received, misc. incidental costs are applied, labor is automatically applied via the time clock and internal labor costs are also compiled.

Internal costs are automatically compile with no user input. Just by opening a window e-manage|ONE creates an internal time sheet for that user. The internal user cost comes from the users record in the e-manage|ONE Human Resources module.

 PROJECT HISTORY

Everything done in e-manage|ONE is automatically saved in the  record and cannot not be deleted or modified. Data integrity is one of our main goals and concerns. Items such as documents, notes, appointments, workflow action items, phone messages, service and more are all automatically saved.

Notes can be set to automatically pop up and open when a record is opened to alert what needs to be acknowledged before proceeding. Use this functionality to alert everyone to key information about a project.