Purchase Orders

• generate and track all outside purchases
• PO numbers are automatically generated
• multiple items can be entered and linked to one or multiple dockets
• estimated items that are outside purchases to a supplier, a purchase order can automatically be generated and linked to the appropriate docket
• vendor invoices can be entered against the PO, as well as payment information
• aged payables
• past due & open purchase orders can be quickly found

Invoices

• generate and track billing information to your clients
• invoice numbers are automatically created
• invoices can be generated from dockets with all the relevant information and amounts automatically entered for you, based on estimates or actuals
• you can generate multiple invoices for each docket as needed
• payments, sales commissions, fees are all recorded
• aged receivables

Reports

• over eighty-five reports already setup for your use
• reports are generated from within each database section based on the current record or the current found set of records
• sales reports for estimates, dockets and invoice levels
• many reports allow you to select a start and end dates for a range of records
• includes aged receivable and aged payable reports
• some reports allow you to optionally select a single client code to filter the report printouts

Dashboard

• the Dashboard allows you view all your clients
• view and edit all your pending events
• auto filters for current estimates, dockets and invoices
• private message board to other staff and file transfer

Locations

• for tracking all inventory items both regular and special order items
• together with the included Remote Program, you can define, log in and out items by docket tracking or purchase order number
• allows for returning and leftover stock to it’s original place or new location

Time Clock App

• Easy to Use
• Use any browser or FileMaker on any desktop, tablet or smart phone to clock-in and clock-out
• Track paid or unpaid breaks and lunches
• View your labour costs in real-time
• Can track GPS locations on some devices
• PIN Based Entry, you can define the number of digits required for quick clock-ins and clock-outs
• Manager Controlled Edits, staff can enter a note if they forgot to clock-in or clock-out and the manager can make corrections from their desktop or iPad
• Reports can be generated for a single employee or all employees for any date range