Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
With out-of-the-box business intelligence, your team can effortlessly identify trends and address issues in real-time. You can analyze sales and margins based on various factors such as customer, item, salesperson, type of customer, brand, supplier, class, location, and tracking code, as well as make comparisons to previous periods or years. Additionally, you can monitor inventory levels in relation to recent sales data to effectively manage reorder processes. Choose from pre-existing reports or customize any of these key metrics to fit your needs. Once you’ve tailored your report, you can save it for future use, share it with colleagues, or set it up for automatic email delivery on a daily, weekly, or monthly basis. You can also budget for jobs monthly or over the entirety of the project while comparing actual expenses to the planned budget. Furthermore, managing job work-in-progress and estimates to complete is simplified with the inclusion of outstanding purchase orders and sales in jobs reports. If you are overseeing divisions, cost centers, or multiple companies, there are numerous reporting options available to support your needs. Generate profit and loss statements categorized appropriately, merge multiple company files, or create custom lists linked to general ledger accounts to produce detailed divisional P&L reports, ensuring you have a comprehensive view of your financial performance. This level of flexibility allows businesses to adapt their reporting structures as they evolve.
Description
Utilize a comprehensive workflow system designed to oversee projects from the initial bid proposal all the way through to the final payment stage. Create distinct dashboards tailored for Estimators, Project Managers, Foremen, and Accounting departments. Facilitate the assignment and monitoring of tasks and follow-ups among colleagues within your organization. Establish a catalog of frequently used products, services, and standard pricing to expedite the bidding process. Retrieve customer contacts, job notes, and pertinent information seamlessly from each project. Enhance the flow of communication regarding customer inquiries between office staff and field workers. Analyze and review the performance metrics of individual estimators as well as the overall efficiency of the company. Gain insights into the conversion rates across different sectors, such as Residential, General Contractors, Public Works, and more. Personalize reporting parameters and output formats, including pie charts and trailing twelve months data. Simplify labor reporting for job costing and ease the submission process to payroll providers. Minimize administrative workload and data-entry mistakes while enhancing accountability for timesheets. Additionally, ensure that all team members stay informed and aligned throughout the project lifecycle to foster collaboration and efficiency.
API Access
Has API
API Access
Has API
Integrations
QuickBooks Online
Pricing Details
$20 per month
Free Trial
Free Version
Pricing Details
$40 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Interactive Reporting
Founded
1986
Country
Australia
Website
www.bi4cloud.com
Vendor Details
Company Name
Workman's Dashboard
Country
United States
Website
workmansdashboard.com
Product Features
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Product Features
Construction Management
Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets