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- Notes
- Maps
- Directions
- Active Quotes
- Active Orders
- Work in Progress Jobs
- Invoices
- Budget
Job Quoting- Tenders & Orders
- Tasks
- Quote Notes
Job Tracking- Job Schedule
- Tasks
- Task Schedule
- Task Gantt
- Projects
Job Invoicing- Job Details
- Invoice Summary
- Quote
- Time & Materials
- Purchase Orders
Live Reporting (This is where it gets fun)- Client Contact Report
A report that shows the details of correspondence items which have an active reminder event found within the date range specified. - Client Contact History Report
This report shows the correspondence history for a contact. - Sales by Sales Code
An invoice sales history returning cost price, sell price and gross profit for each Client Manager by Client Sales Code. - Sales by Client
An invoice sales history by client showing Client Manager, total costs, sales and profit. - Client Budget by Month or Year
A summary report of the clients budget screen in Contacts for a specified client by month or year. - Quoted vs Actual vs Invoiced
This report gives the totals from the Job Invoicing Summary Screen listed by Job showing totals for Quotes, Time and Materials plus PO’s and invoices that have been generated against a job over a date range. - Quote vs Actual
Allowing you to compare quoted Time and Materials and Costs to Actuals and see how effectively your staff are quoting and working on jobs. - Timesheet Weekly Summary
This report shows a staff members timesheet for a seven day period from the start date specified. - Timesheet Billable vs Non-billable Summary
This report shows the total hours and percentage spent by each staff member on billable and non-billable work in the date range searched. - Company Profitability Report
This report shows a break-down of the income for each cost matrix CAT. - Client Profitability Report
This report shows a break-down of the income of each Client by cost matrix CAT. - All Client Income Report
Utilize this report for a summarized understanding of what your client returns.
Overview
As you can see from the above, just for the main features we’ll be using in the application, that it has a massive amount of features and functionality. We feel that it will be a perfect fit for our company and will allow us to budget, quote and manage projects much more reliability than we have been before, not to mention we’ll be able to be more accurate with our estimating and quoting in the future. We’ll have access to all previous jobs and be able to go through and copy items and expenses over as needed to new jobs that require the same type or amount of work.
All in all we feel that the application contains everything that we need in one and will make things much easier for us in the long run. Again the price point is a bit steep for some, but there is still a lot that comes with the application to combat the price. Maybe they would be willing to work with us on the price or give us a discount, who knows. Only time will tell.
You may be able to run FileMaker on Linux http://filemakertoday.com/com/showthread.php?t=20... – worth a crack.. Its not something we would "technically" support but it could solve a problem for you. I have a feeling we've got a client in Australia doing this – but I'd have to check with our Asia Pacific team.
We'll take a look and see if we can get it working. Thanks for the info.
How soon will you update your blog? I’m interested in reading some more information on this issue.
@KonstantinMiller
Ive only got a small amount of time to update my blog. So when the chance comes in where I have the time, I try to take it.