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Module 1: Estimating, Proposals, Service Tickets, Job Tracking, Call Scheduler
This is the beginning module of The Project System. Users can create Estimates which turn into proposals. The system can used price lists supplied by Dove Net to make estimating faster. Additionally, you can create and track Service Tickets. The system also has an extensive Job Module to allow you to keep track of all your Projects/Jobs. This module includes 1 user.
Module 2: Inventory, Purchasing, Packing Lists, Salesman’s Notification
This module lets you control inventory and create Purchase Orders. When Inventory is received for Projects, Salespersons and Project Managers are notified. After receiving the items to projects, the user can create Packing Lists for shipping items to the field. The Packing Lists also lets you keep track of shipper Tracking Numbers for historical purposes.
Module 3: Job Cost & Project Management
This module lets you track costs on project/jobs. Cost come from three places: Parts, Labor and Miscellaneous Costs. Once costs have been posted to a project, you can run detail and summary reports. Additionally, the system has management reports as well as time line capability with loading of hours.
Module 4: Integrated Billing: Service and Projects
This module lets you quickly generate invoices. This billing module includes two capabilities Line by Line billing for Service and Box Sales and Progress Billing for large project. Depending on which accounting system you are using, The Project System can send data to that system.Module 5: Cutsheet Submittal Generator
The Cutsheet Submittal Generator let you quickly create a Cutsheet Submittal Document to be given to Fire Marshall and other authorities for sign off purposes before proceeding with the procurement process. This Cutsheet Submittal Document can also be used in the sales process when presenting proposals to your clients. Read More/See Demo >>
You can add an unlimited number of user to the system to allow multiple users in the system at the same time. The more integrated into your entire office the more efficient your company will become. Uses might include: Sales, Inventory and Purchasing, Service Manager, Project Managers, Billing Department, Management and Executive Staff.
The feature is used to notify the recipient on several activities inside The Project System including Inventory Allocation to Project, Status changes to Project, Changes in Customer Credit Status. Additionally, you can email Invoices and Purchase Orders.
The feature lets you automatically send out messages to clients when Service Ticket is created and then as the service ticket progresses through your company. On the Status Change “Completed” you can also include a Survey Form to capture Client Response to the Completed Service Ticket. (Required E-Mail Notification System)
The module let you keep track of cost related to Maintenance Contracts and warranty service related to completed projects.
This module lets you setup projects that will be used for creating automatic invoices. These invoices can be Yearly, Quarterly, or Monthly. You can also setup automatically generated Preventative Maintenance Visits. This module also links to the Service Tracking Module.
This module lets you attach up to 5 labor types to items in inventory and then automatically tally those hour in a quote. Additionally, you can have the system estimate Travel Time, Travel Mileage, Project Management and Overnight Stays. There is also and offset system to compensate for degree of difficulty on an installation.
This module allows The Project System to send invoice data to Peachtree or Quickbooks. The system automatically update the Customer List and properly integrates with the General Ledger.
The module lets you send Vendor Invoices to Account from The Project System. You can pay Purchase Orders, Pay Miscellaneous costs against Job Cost and pay non Project related cost.
The Project System link with many accounting systems, including: Open Systems, AccPac, MAS200/90, Great Plains, Timberline, Platinum, Business Works, and Data Pro. Other accounting system integrated can be added.
This module lets you see a quick overview of what has happened in the system for a specific period of time like Last Month or Last Year. You can list out the number and dollar amounts of Service calls, New Quotes, Booked Sales, Invoiced Sales, and Lost and Dead Project. You can also get a detail report of each listing.
The module lets you setup individual logins to the system. Each login has 160+ different access/privilege options throughout the system.
This tool lets you import Excel Price Lists into the Project System. The system remembers the import setting for each price list so the next time you need to import the same price list, the import is faster. The import system can handle multiple column pricing as well as List Price.
The module lets you schedule your technician. You can add free hand visits or link the service event to a service ticket or project. You also can list out the schedule for a specific technician including date range. (Future Option will include having access via web browser.)
The Contact Manager lets you set up an unlimited number of contacts related to a customer. This module let select contact and attach them to Projects. You can also include e-mail addresses.
This system helps you tell the warehouse that materials need to be sent to the Shop or Fabrication. The system lets you identify items to be sent to the show when they are received on a PO or if the Item are allocated, you can send a message to the warehouse to move them to the Shop. An individually can be assigned in setup to receive a message. Additionally, if you are running multiple offices, different people can be identified to receive the transfer message. This in effects creates a new inventory location and is deplete as you do Packing Lists.
This system changes the way inventory is handled when generating Packing Lists. After Packing Lists are Created and you tell the system The Packing List is correct, the system removes the inventory from Allocation and changes the Items to Shipped Not Invoiced. Later on when you want to Invoice the Items, the system moves the Items back to Allocation and then Selects the Items for Billing. This creates a new Inventory Location and can be reported on Reports, Inventory.
When using Warehouse Transfer between offices, this system creates a In Transit System where by the inventory move to a new warehouse until the items are actually received. When received, the warehouse person has the option to edit the received items and confirm the quantities. While in transit, the items show “In Transit” to the Project Editor. This also creates a report showing all items not Invoiced which could be considered a new warehouse.
This module lets you track Retainage per project. In the invoice process, after creating the Invoice Amount, you can then select a percentage to deduct as Retainage. (The amount can be passed on to MAS90 AR Module.) Later on when the project is complete, you can do a reverse entry to reverse the previously help amounts. There is also a report that shows outstanding Retainage amounts.
This module brings together many features of the system (Cost Code Estimating, Job Cost, Estimating To Complete to produce a projection report showing how individual projects will complete and the system then summaries all projects put together. The end result is that you can estimate Labor Requirements by month for the next 12 months as well Cash/Revenue projections for the next 12 months.
This module let you get name from Goldmine or Outlook. It also has a synchronization capability.
The module lets you setup and unlimited number of trucks and each truck can have a separate parts list per truck. The system also lets you deplete inventory from a truck on a service ticket. There is also a transfer capability to move stock between trucks.
The module lets you import GSA Price List for a product into stock and then identify customers as GSA Customers. When doing a quote, the system will automatically give the customer the GSA price if they are a GSA customer. Additionally, there is a quarterly report that you can run to report to GSA on sale activities. The module lets you setup the frame work for allowing the system to have multiple offices within The Project System. This framework includes separate project tracking per office, separate inventories and may other capabilities. This module include on Office.
You can add an unlimited number of offices to the system to help you better manage sales by office and or division.This module lets you lock down projects so that you can control the additions, subtractions and edits to a project. After creating the change order, you can view it in the Project Editor and Print the change order for acceptance by the client. When a change order is accepted by the client, the system will make permanent the changes to the project. If the change order is canceled, the system will return the project back to it’s original state.
There are two functionalities associated with this Module: Room Estimating and Book Mark. The Room Estimating System, lets you establish a default set of Room Identifiers and then you can select the appropriate room ID’s for a project. After you create multiple rooms, you can use the Go To Button to jump to a specific room anywhere in the project. When the room is complete you can use the Print Project System to print any of the reports including Work Sheet, Proposal and Equipment List for a single room. The Book Mark System is similar to Room Mode, I.E you can setup a set of Room or Section Identifiers. Along a project, you can identify a section of a Project by Room ID. After identifying sections, you can use the Room Go To button to jump to any section in the project by Room ID. This module lets you attached images to an item and then print the image on a quote. Additionally you can specify where on the quote you want to print the images. You can also have a summary listing of all equipment with images at the bottom of the quote. You can also have dynamic signature images for your Sales People. This module also works well with the Room module above.This module lets you e-mail service tickets to techs in the field. The techs can fill out the service ticket, capture a signature and then return the ticket back to the office ready for billing. If the project is an installation, you can create an unlimited number of W/Os per project and have a full history of what happened on a Project. Additionally, W/O records time and enters that time on the Web Time Card system or Job Cost Labor. Lastly, the system can send a receipt of the work order to the client.There are actually 3 modules available to connect to Outlook. Outlook Email: This module lets you send quote and other documents out of Dove Net and they will appear in the Sent Folder of Outlook. This module also has the capability to quickly retrieve email address from outlook and bring them into Dove Net. Outlook Appointments: This module lets you post an appointment to our Technician Scheduler and then the system automatically sends the appointment to Outlook Calendar and then Outlook sends the appointment to the Technicians Cell phone. The technician receives the appointment in approximately 3 minutes. Outlook Appointment Feedback: This module allows the technician to make changes to the appointment and send that data back to Dove Net for posting to Job Cost and Tech Notes. (Only works with Blackberries.)Required 1 per Dispatch office to make Mobile Service Manager function. The PSA, Notifier and EST-DUK/GE Connection, Price List Import, PO Export. For the manufacturers PSA, Notifier, and EST/GE, the system can electronically export purchase order for mated for that manufacturer to pick up or import with out any data entry.This module lets you allow your clients to track their project over the Internet. The systems has two logins per company, one with prices and one without. Additionally, the client can create a service ticket and a designated personDMM has been designed to help you manage all documents related to Projects. DMM lets you create a list of projects and enter seed data on the project that will be used as merge data into copied template documents. Documents might include: Excel files, Word documents, Drawings, PDF files, etc. Documents can be Scanned with Data Compression. See www.theprojectsystem.com/DMM.htm Level 1 lets you record serial numbers when you create packing lists and when you create Invoices. Level 2 lets you record serial numbers when you receive items in to the the system from purchase orders. Additionally, the system creates Labels that will be used to create packing lists and transfer items between projects. In both cases, you can search by serial number when an item was shipped, received, etc. Level 3 (Future) will be to use a wireless scanner to receive purchase orders and do everything else above.This module lets you create commission codes which can be assigned to Project. The commission code caries with up to 9 different commission rages which can be tied to salespersons, project managers, and administrative personnel, etc. Additionally, these rates can be used to calculate additionally Project Costs such as overhead, administrative fees, etc. There are two Commission reports available: Simple commission on Billing activity and Commission based Gross Profit on a Job. Another report is also available on the Net Profit after Commission.This module lets assign a Surcharge Percentage rate to a client go recover the cost of the client using a credit card to pay for the services. Once the rate has been assigned to a client, the system will automatically create the surcharge amount to the quote. This amount can be a Misc. Fee at the end of the quote or you can use a part number to show the amount at the bottom of the quote. When the project goes to billing, you have to use the assigned part number for this item to show on the invoice and go into accounting.This module lets you seamlessly integrated with UPS WorldShip After creating a Packing List, the shipping address information is capture and a UPS Information screen comes up where you can select the type of package, declare values, specify the weight, E-Mail Notification, Size, Delivery Confirmation type, and COD Amount. Once all the data entry is complete, the system verifies the Zip Code and then sends the data is sent to UPS WorldShip. WorldShip picks up the data and print 1 or more labels. When complete, The Project System picks up and stores the Tracking No. and posts the shipping costs to the Job Cost Module.The purpose of The Dynamics Variable Module is to perform calculation on constants like Total Parts Sell/Cost, Total Labor Sell/Cost, or Total Project, etc. You can also lock in values as up to 5 constants along the way of a project. Once you have a constant, you can then apply calculations like Part Sell * 5% for Shipping Handling. Other examples might be Project Management, or Overhead, etc. These calculation values can create a Cost figure to be marked up or a Sell figure, Taxes or not Taxed.The module is design to handle high volume recurring billing such as Muzak or Alarm Monitoring, etc. Dove Net can provide Data Conversion.*You can purchase a 450 page color bound manual or you can print your own.DocuSign® is the ability to send out an electronic email message to your client and have the client sign the document and then send you a copy of the signed document.Dynamic Variables is the ability for the system to automatically calculate additional charges to a project such as Misc. Hardware.This module lets you declare various manufacturers Duty Tariff Rates and the system will automatically calculate the Tariffs bases on those declarations.
Capture expenses via TPS Mobile® related to Projects, Service, and Miscellaneous expenses such as site surveys, etc. Used by tech as well as office users. Expense Approval Process.Sent to Accounts Payable for payment. With Receipts Images. Send questions to the employee regarding the expense.This Module lets you track the profitability of your maintenance contracts.
