Core and Optional Software Modules for the Surveyors & Planners
Core Software Modules for the Surveyors & Planners Industry
Job Costing
- Can sort all job records
- Can enter timesheet
- Can export to Excel for further analysis
- Can add/edit estimates
- Can copy estimates
- Can create Purchase Orders/Requisition from estimates
- Can enter sub-contractor payment claims
- Can invoice charges
- Can print a Job Card
Timesheeting
- Can sort all job records
- Can enter timesheet
- Can export to Excel for further analysis
- Can add/edit estimates
- Can copy estimates
- Can create Purchase Orders/Requisition from estimates
- Can enter sub-contractor payment claims
- Can invoice charges
- Can print a Job Card
- Interactive Report, allowing drill down and data slicing
- Support Microsoft Excel to present and change report template
- Get Graphical representation of information
- Up-to-date with the real time data
- Perform powerful consolidation across multiple companies or divisions
- Automate monthly managerial report distribution
- Anytime Invoice Creation
The module speeds up accurate and professional invoice procedures at any
stage of a project or job, allowing the business to free-up valuable time
resources and provide confidence in invoicing accuracy. - Effortless Invoicing
The module simplifies the procedure by using a step-by-step Wizard which
requests relevant variable criteria before creating the invoice. - Flexible Invoicing
Choose your own invoice structure and display options, select which
charges to include and finalise retention amounts on projects. Build your
invoice to suit. - Quote Generating
Use the module to generate quotes or draft invoices, have your clients
accept them, then process the same quote as an invoice already loaded on
your system. Improve the workflow from quote to invoice processing.
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ABM Customer Relationship Management (CRM) Software is a powerful
customer centric system, aimed at simplifying tasks such as client
management, marketing, lead tracking and customer analysis
With full integration of the ABM accounting system, and driven by a robust
SQL database, the CRM software module provides a unique platform for
accessing and utilising all your customer and supplier information
Optional Software Modules for the Surveyors & Planners Industry
- Master/slave assets with linked sales
- Multiple-user system
- Multiple companies can be setup
- Location and transfer history
- Service history and reminders
- Stores asset image files
- Stocktake facilities including barcode PDA support
- Cap-Ex tracking
- Partial asset sales
- Asset pooling with accelerated depreciation
- Depreciation cost limits and private use
- Serial numbers, models, barcodes and insurance details supported
- Warranty information for each asset is maintained
- General ledger interface to accounts
- Branch Reporting
With a separation in accounting, reports are able to disclose how each branch is performing or operating as a unit of the business. Find out which are your most profitable branches and why. - Control User Permissions
Create user-permissions on what staff can see and report on for each branch or the entire business, providing controls on staff access and visibility. - Separate Branch Operations
Assign customers, managers, suppliers, bank accounts, products and jobs to specific branches, allowing only those that are associated to a particular branch’s operations to be used. This allows the accounting system to maintain a clear separation of branch transactions, personnel and assets.
- Cost tracking
Subcontractor work is entered by the job, which is then separated into cost centres and stages for easy identification of progress costs. Details such as work and tax rates may be entered and used for claim calculations. - Claims Processing
Flexibility in the handling of progress claims means that subcontractor costs can be processed in cumulative or period claim amounts, and can easily adjust for and manage variations as they occur such as discounts. Each claim is also provided with a unique reference number for tracking purposes. - Retention Management
If you are the subcontractor, ABM will allow you to produce interim payment applications to the main contractor. For nominated subcontractors or main contractors, ABM accurately records retention amounts retained by the main contractor and will prompt for the release of any balance of the amount of the retention at the end of the retention period.
- Queues
Process queued print work from a single machine and manage the order and output of the document through a queue management utility. Place the burden of document processing on idle consoles, while freeing up frequently used stations - Time delays
Setup processing work to be performed when stations are not in use, making sure stations are not held up during peak times - Document consolidation
Consolidate documents in a queue to the same email address or fax number, by utilising Microsoft Fax Server. Also, include attachments to documents being printed or emailed