JobRunner Commercial Management Software: Sales, Project Management, Operations and Accounting
JobRunner was engineered to integrate the sales, operations and accounting departments of a commercial flooring contractor into a single solution.
The process: A request for a proposal is received. Before the proposal is submitted, all job details are entered into the opportunity module where all communication is documented, and where PDF files and other documents can be stored. An integrated bid register tracks deadlines for the estimators. When it's time for the sales team to build the proposal, material quantities are imported directly from FloorRight estimation software. This minimizes errors and omissions. Next, establish the budget and margin. The proposals can be submitted in full detail, or combine material and labor groups using JobRunner's unique bundling feature. The entire sales pipeline is captured inside JobRunner, eliminating the individual silos found in most commercial flooring companies. Forms such as RFI's, transmittals, submittal labels, pre-lien notifications, and special action requests are all integrated into JobRunner. Creating purchase orders and installer work orders is accomplished with a simple click of a button. The initial baseline contract and all accepted change orders roll up to provide project-level profitability. Progress is a snap. JobRunner will even create billing documents that include the schedule of values. JobRunner's full-integrated accounting module produces detailed work-in-process reports that calculate your billings in excess of costs, and costs in excess of billings for the monthly revenue recognition adjustments.
FloorManager Residential Management Software: Sales, Inventory, Operations and Accounting
FloorManager is designed to integrate the sales, operations, and accounting departments of a residential flooring business into a single integrated solution.
The process: It all starts up front with the opportunities module. Every lead is entered and assigned to a sales person. Samples can be checked out and all customer communications documented. When it's time to generate a quote, a click of a button will transfer the desired products from the opportunity to the proposal. It's easy to copy proposals, swap products, and rapidly generate good-better-best scenarios for your customers. All products can be looked up via the integrated product catalog and FloorManager allows unlimited price groups to ensure consistent pricing for your clients. You can even print showroom tags with your business logo which elevates your level of professionalism. A proposal can be converted to a sale with the click of a button. If you stock materials, you can allocate from the perpetual inventory module directly to the sale, and then create purchase orders for the remainder of the items. Splitting a job into segments such as carpet, hardwood, or tile for the creation of installer work orders is easy. When it's time to invoice your customer, you have the option of single or progress billing. All of this automatically posts in real-time to FloorManager's integrated general ledger eliminating the need for an external accounting system. Sales, operations, and accounting all working together seamlessly.