Project and Job Costing
For organizations that sell/install complex projects and provide recurring professional services and repairs, Fieldpoint has a project management and job costing solution that integrates with your CRM system. Traditional enterprise solutions provide silo project and service modules that don’t speak to each other. Service teams that do break-and-fix work one day and project installations the next day need service software that can schedule, track inventory, and invoice both operations at the same time.
FEATURES & BENEFITS
Retain customers with billing flexibility
Plan resources with capacity planning tools
Timesheet and expense management available on any device
Streamline your business with integrated inventory and purchasing to your financial system
Resource Planner Creates Project Demand Plans for Longer Duration Projects and Installations
By considering project hours, estimated start and end dates for each project in a Gantt-style chart, you can see all project demands competing for the same skilled resources.
Access Timesheets and Expenses From Your Mobile Device, Desktop, or Web Portal
Update customers, dispatchers, project managers, and workflow status. Via the mobile app, review projects and tasks, enter time, expenses and parts, then generate an invoice. Service managers can review timesheets online, make amendments to workflow, and with payroll integration, the entire process is streamlined.
Inventory and Purchasing integration to Financials
For many organizations, installation projects and jobs involve coordinating the purchasing of materials and equipment. Buying materials at the right price, from the right vendor, with the right delivery capabilities can make or break a job. At Fieldpoint, we help you mitigate that risk with requisition, purchasing, and receipts of products fully integrated to leading financial inventory system like Microsoft Dynamics GP, Dynamics 365, and Netsuite.
Customer Billings Flexibility
Progress billing, fixed price, T&M– on a recurring schedule, or based on project task completion — are all supported in our standard project billing applications. Mix and match billing scenarios with services billed monthly or on a single installation. Calculate revenue and cost recognition for longer duration projects that cross fiscal periods.
Powerful Analytical Dashboards and Reports Provided Within Project Applications
- Complete project revenue, cost, and margin analysis
- Cost to complete, revenue and margin forecasting
- Budget, revised budget to actual hours analysis
- Resource demand planning, and forecasting
- Detailed variance reporting
Resource utilization across field service and jobs
- Identify your highest-performing team members
- Track weekly, monthly, and yearly revenue analysis
- Compare billable vs. non-billable activities
- Utilization vs. billable utilization reporting
Projects that require subcontractor services can be requisitioned directly within the project application and purchase orders issued through the standard integration to Microsoft Dynamics and Netsuite financials. For subcontractors used regularly with pricing agreements, assign them to a project and give them access to a secured portal to enter time and/or completion information. Upon an approval process, the system automatically issues a voucher for the amount owed in your financial system to match the invoice received from the vendor, streamlining your operations and driving administration costs down.
Project Closer Processing
Fieldpoint provides a complete project closer process for revenue, costs, and hours. The project software supports ongoing services and automatically populates the contract with line items of the installed products, eliminating time creating them manually.