Ability to create Job Quotes from directly in the system | - Quotes created in Ostendo become the baseline estimate. These estimates can be broken down into labour, resources, overheads, materials
- More accurate quotes/estimates because pricing comes directly from inventory/customer pricing. Markups/discounts can be applied against a job, job types, customer types etc.
- Customisable quote outputs
- Can manage quotes won/lost
- Maintain multiple quote versions
| - These quotes become the baseline estimates to measure estimates vs actuals.
- Price integrity when creating quotes
- Understand success ratio's - jobs won vs jobs lost and why?
|
Want to have the costs allocated to the job, straight from the source transaction e.g. purchasing | - Immediate allocation of costs to jobs when they occur
- Ability to allocated purchases directly to the job
- Stock transfers to jobs
- Real time timesheets to jobs
- Real time equipment hours to jobs
- Capture of sub-contractor costs to jobs
| - Real time view of where a job or project is at
- Increased profitability due to the reduction of cost blow-outs
- Better visibility of costs as they happen means you have the ability to develop strategies to affect the outcome of the job if there are issues
|
Having difficulty managing time to jobs. There is often a lag in getting time on the job cards. | - Ability to enter timesheets to allocate labour to jobs.
- Timesheets can be entered from any mobile device
| - Dont have to wait for timesheets to be manually entered creating a delay in the cost capture
- More accurate timesheet entries as jobs can be selected with the right labour codes allocated
- Avoid labour over-runs by real time comparison to estimate
|
Find it difficult to manage retention and when the claims are due | - Set up retentions and dates a the start of the project
- Retentions are automatically calculated and reflected in the invoicing
- Notification when the retention claim is due
| - Retentions are claimed/invoiced on time
- Reporting reflects all retained amounts
|
Maintaining accurate work in progress figures | - Ostendo calculates your WIP and posts to your accounting package
| - Analysis of your WIP at the end of month helps you to make sure you have not missed invoicing anything for jobs
|
Managing different invoicing requirements for different types of jobs. | - Ostendo has flexible invoicing control
- Invoice from actual costs
- Invoice from a schedule
- Contract/Fixed price invoicing
| - Better accuracy of invoicing
- Improved speed to invoicing
|
No clarity of costs and resource usage | - Ostendo has a range of Job reports and queries to analyse your cost variances
- Ostendo has third party dashboard reporting tools that pull data to give a complete picture of where the job is at any time
- See cost variance through a range of reports
- From the job card, Ostendo allows you to see comparisons of actual vs budgets giving you real-time data
| - Make good operational decisions about resourcing and costs allocation
See cost variances as they come up, rather than after the fact
|
No clarity of resource management. What jobs are on when, who is scheduled to do them? Where are we under/over scheduled? | - Ostendo has job schedules that allow you to schedule labour and resources to jobs
- Visual schedulers give you a graphical view of jobs
| - Sight potential resourcing issues before they arise
- Graphical schedulers make job scheduling much easier
|
Want Job mobility solution | - Ostendo has a mobility solution called Freeway, it has the capacity to do the following functions:
- Issuing of stock to jobs
- Timesheet entry
- Creating of jobs/quotes
- Ability to scan items onto a job (barcode scanning)
| - Allow technicians on the road to have access to job information and also transact
- With scanning, it helps reduce errors related to typing data onto the job
|