Effective control of the job costs has an important impact on construction profitability. With so many variables contributing to job cost, the need for an integrated system has never been greater. With flexible job structure and work stage breakdown, you can better manage project information. RB Pool and Spa Software fully integrates job costing and job progress management with the CRM, Leads Management, Inventory, Time Clock, Scheduling, Proposals, Contracts, Purchase Orders, Receiving, Accounts Receivable, and the QuickBooks integration.
This module enables builders to track the ongoing costs of construction work and the physical progress of the job. View the bid price next to the actuals to manage variances and perform progress billings. Controlling variance is easy with the side-by-side comparison of the bid versus the actual costs. User defined fields let you customize the job stage of each line item. Track sub-contractor costs along with your own labor, inventory, and expenses from Construction.
Perform progress billings from Construction to ensure accurate billings. User defined fields let you customize the stage of each line item.
Enter customized template questions specific to your business so that sales people do not miss any job specifications necessary for creating a quote or estimating a job. Estimate the cost of each job by using the Kit Builder as a worksheet to calculate the job’s selling price. Add Inventory, Labor, and Subcontractor Expenses. If you know the selling price of the job, you can work backwards inside the job costing module.
Instantly create a professional contract for your job and you are automatically set up to manage the progress of the job and track the job costs.
Hidden items allow you to add special items to Picking Tickets, Job Costing, and Purchase Orders that will not appear on the customer’s Sales Order.
Customize the program for the physical steps of the specific types of construction and renovation jobs that your company does. Then use the project management tools to manage job progress with respect to your employees, subcontractors and third party services, such as electrical inspectors.
Progress Management works hand in hand with the scheduler to schedule appointments and daily job activities quickly and easily. Progress Management will tack permit numbers and other important notes and information necessary for the job. Set up your own customized job stages and track all costs including inventory, labor, expenses and prepaid usage taxes for each stage of a job in the Construction module.
Set dependencies to ensure that stages of the job are never scheduled out of sequence and never again have the electrical inspector scheduled before the electrical work is signed off as completed.
Instantly print reports of all jobs that have an open or completed status. Reports can print for one job or all jobs or for a particular stage for all jobs. Always stay informed as to what the physical status of all jobs are and have a record of who, what, where and when!
Calculate the actual cost of each job and compare it to your estimate through the Job Costing screen. Pull each job from a Sales Order/Contract, enter the ITF (Insurance, Tax and Fringe) rate and select whether inventory, labor, expenses and subcontractors are taxable or non-taxable.
From inside the job costing screen, select the prepaid tax option to denote if the usage tax was already paid on individual items. To add merchandise to an order, select from your company’s inventory, or add a special order part. Select the warehouse holding the item and select the stage of the job where the items will be used.
Point and click to create picking tickets for the merchandise and supplies to be taken to the job site and to deduct them from inventory.
Enter your expenses and subcontractors as you use them and send the invoices to QuickBooks® accounts payable. Track the labor and labor expenses for each stage of the job. Track the usage tax per job and per month or within a given time period. Follow your actual expenses versus the budget. View the estimated costs remaining, forecast at completion, cost variances and the following as you move through a job:
- Cost at completion
- Gross margin
- Margin percent
- Percentage complete
- Earned revenue
- Cost to date
- Margin recognized
- Total deposits and amount billed
- Total amount received for the job to date
- Current accounts receivable balance
- Remaining balance to be billed
- Over/under amount for the job
The system will calculate progress billing payments based on the amount of the job that is complete. Send to accounts receivable to bill your customers.