Whether you deal in simple, short-term jobs or complex multi-stage projects, you have many moving parts that can impact profitability and customer satisfaction. Meeting your timelines is critical to keeping your plan on track and delivering top quality service. Simplifying how you plan, schedule, deliver and cost your jobs/projects is the key to optimizing performance. Our innovative ERP solutions are built for the service industry, integrating all aspects of your business in a single system to streamline the entire process – right from estimate, through delivery, to invoicing and customer retention. It offers the sophistication to manage large projects, while being flexible enough to accommodate smaller jobs.
We help services companies in a variety of industries maintain stability, drive growth and boldly compete through the use of customizable and scalable enterprise resource planning solutions.
We used to invoice our clients two to three months out. Now we have reduced that to one to two weeks. That’s incredible, as a business owner, ensuring that the cash flow is there.
In the scoping of what this solution would do for Team Power Solutions, we were at a 1.5-year return on investment. That’s a very strong ROI.
Ensure all actual costs are tracked against your jobs to increase invoicing accuracy, reduce leakage and boost cash flow.
Simplify management of all the details that go into your jobs – from time, expense and materials allocation, to purchasing and customer management.
Easily track billing milestones or phases and streamline invoicing procedures with automated contract management.
Leverage company-wide capacity planning to easily schedule your staff, allocate other resources and equipment, identify bottlenecks and adjust on the fly.
Quickly and easily review work-in-process for your projects and submit billable activities directly to your accounting team in one system. No paper print-outs required.
Adapt your planning based on the complexity of the project. Easily create accurate project proposals based on actual historical data.
Manage rentals on your jobs more efficiently – from quoting and rental contract creation, to dispatch, return and variance control.
Make better decisions about future projects and plan more efficiently with a company-level project plan.
Your title could be CEO, Owner, President, General Manager or similar. You’re responsible for all aspects of the business – from revenue and profit margins to ensuring service quality and customer satisfaction, the buck stops with you. You need to be confident that your teams are in sync and stay on top of small issues before they turn into major problems that impact the business.
Whether your title is CFO, VP of Finance, Controller or Accountant, you’re the money person. It’s up to you to make sure your vendors are paid, payroll is met, payment is collected from customers and financial statements are accurate.
As the Director of Sales and Marketing, VP of Sales or Business Development Manager, you lead the company’s sales initiatives. Your focus is on generating new business to drive revenue. Speed and efficiency are critical to making the most of your team’s time and keeping them focused on the goal – closing deals.
Your title might be VP or Director of Field Services, but you oversee the field service and repair arm of the company. You’re responsible for making sure jobs run smoothly. That includes scheduling the right field technicians and equipment to the right jobs, ensuring contract terms are met, maintaining customer satisfaction, and tracking job costs and profitability. You also need to make sure your staff have real-time access to the information they need to operate in the field.
As the Director of Client Services, VP of Professional Services or Chief Operating Officer, you’re responsible for services delivery in your organization. Quality and timeliness are your two top priorities. It’s up to you to make sure projects are delivered on time, on budget and on par with the client’s expectations.
Your title could be Purchasing Manager, Senior Buyer or Supply Chain Manager. You're in charge of managing vendor relationships, ordering products and materials, and ensuring on-time delivery to meet job schedules.
As the IT Director, VP of IT, CIO or CTO, you oversee the company’s information technology operations. You’re responsible for maintaining technical equipment, staying on top of the latest technology tools and trends, and evaluating changing technical requirements and solutions.
Simplify the way you manage service jobs – from planning, to scheduling and costing. An ERP solution designed for your business will give you a clear picture of your performance on every job.
Track all costs against your jobs to improve invoicing accuracy
View historical service events against related contracts or equipment
Create accurate job estimates based on historical data
Track and bill against phases or milestones defined on your service contracts
Schedule staff, equipment and materials to each job
Get total visibility of resource commitments across all jobs to maximize utilization
Allow your field services team to track time, expenses and materials against jobs via a browser application
Evaluate job performance in real-time with customizable dashboards and reporting
Eliminate the complexity that comes with using multiple tools to manage your projects and the rest of your business. Integrate project management with your core ERP system to minimize manual effort and free up your team to focus on what matters most – delivering quality projects to your clients.
Streamline project planning with flexible work breakdown structures
Easily assign resources at the project or activity level
Schedule projects based on up-to-date resource availability
Capture all time for your resources, including client and internal project work, vacation, holidays and sick time
Define resource roles, scheduling and rates to be charged to the client during project planning
Instantly see how your team members are performing with key metrics easily available on time and expense screens
Simplify pricing with a standard price list that sets costs and sales rates for resources and expenses across all projects
Accurately capture project-related expenses by configuring expense settings in your project setup to eliminate the need for manual adjustment
Compare actual time against planned hours, at an activity or resource level to identify variances and course correct where necessary
Use the interactive GANTT chart to view and adjust your project schedules
For ongoing client support or break/fix projects, use tickets to track the work completed and automatically create timesheet records as the work is performed
Get instant visibility on key project information with customizable project dashboards
Manage inventory and materials against service jobs using a systematic approach to procurement.
Use process automation to analyze material requirements on a job, then create the necessary purchase orders or material issues
Create purchase requests, purchase orders and goods receipts
Link purchasing documents and view document trails for auditing
Maintain detailed item purchasing information with price lists and tax information
Perform purchasing and item analyses to identify opportunities for improvement
Effectively manage inventory levels based on work-in-hand requirements.
Minimize inventory costs with just-in-time ordering
Accurately allocate inventory and material costs against the proper jobs
Easily correct cycle counts to ensure the quantity in your system matches what you have on the shelves
Simplify item management with multiple units of measure and pricing
Manage stock in multiple warehouses, optimize stock movement and reduce picking times
Run real-time available to promise checks
Gain better visibility and control of your margins and profits by accurately capturing actual costs on your jobs.
Easily track all relevant transactions against a job for more accurate costing
Speed up billing processes with automatic flow-through of job costs
Use flexible billing options to adjust the frequency and billing method based on the requirements of the job
Leverage built-in revenue recognition functionality to bill according to contract terms, while ensuring compliance with international accounting regulations
Automate key accounting processes, like journal entries, accounts receivable and accounts payable
Closely manage your cash flow
Create budgets and financial forecasts based on accurate historical data
Quickly process reconciliations, bank statements and payments
Get a clear picture of your organization’s financial performance at any point in time with standard or customized reports
Complete period end close quickly and accurately
Drive revenue by enhancing your customer experience – from first touch, to deal close and throughout service delivery.
Effectively manage sales opportunities to turn more prospects into customers
Easily maintain a database of your contacts and track all sales activities, on your desktop or mobile device
Provide customers with accurate estimates and delivery schedules based on real-time information
Identify top performing customers with comprehensive reporting at your fingertips
Manage your business proactively with comprehensive reporting that considers all areas of your business collectively. With ProjectLine's customizable ERP solutions, you can answer questions like:
What’s our average gross margin by job?
How long is an average sales cycle?
What percentage of leads convert to a sale?
As a percentage, what is resource utilization by job or phase?
What is the schedule and cost variance by job?
Capture time and expense details against the job on your phone or tablet
Access real-time job scheduling
Review and approve time and expense entries before updating financial data to the job
Easily manage documents related to your jobs in the field