Our progress has been fantastic, and Greentree has been a major part of that success.
Get greater visibility and insight into your costs in real-time. This will give your business the agility to respond to customer needs before your competitors. If you want your business to be the most competitively positioned it can be, Greentree Job Cost can help.
Electrical contractor Nilsen Group relies on Greentree Job Costing to deliver up-to-the-minute and historical data on often-complex installations. Check out how the Nilsen Group use Greentree Job Cost here.
Make real-time adjustments so you can proactively manage jobs that may be creeping over time and over budget – no more reactive management to get jobs back on-track after the damage is done.
With Job Cost you can:
No need to spend mindless hours grappling with too much information in ‘one-size-fits-all’ reports. Managers can filter information by almost any criteria to create customised reports. These can be shared, stored and updated in Greentree Reports and Documents
With real-time, relevant reports they view job transactions ,make adjustments on-the-fly, make faster, better decisions and ensure projects meet deadlines and budgets.
Planning Boards are completely integrated with relevant Greentree modules. So cost efficiencies from job costing benefit all your business processes from job quoting/ estimating, purchase ordering and inventory requisition right through to invoicing and general ledger.
For example, when a cost transaction is created in any of several modules the general ledger is immediately updated with a work-in-progress value so you always know exactly how closely a job is tracking to budget and timeframes. No efficiency bottle-necks.
If you have multiple sub-jobs that contribute to the profitability of a parent-job, you can easily set-up a hierarchical structure. This is ideal for project-based businesses where several divisions may be contributing to a primary contract. Managers can track costs at the parent level or drill down to see the detail at the sub-job level.
Once you’ve set up your job management structure you can categorise costs into four main areas:
These are automatically captured against a job to ensure nothing gets missed or lost. You can be certain that every cost is being accurately captured and allocated.
The flexibility to pre-define the structure of a job and accurately define, capture and allocate costs ensures you have the optimum control over all aspects of work-in-progress.
To make all the sub-jobs even more visible to managers you can also use pre-defined templates, with shared parameters and special numbering, that differentiates jobs and activities from each other.
For example, you can create a template to allocate numbers to specific job types so you can make queries about what jobs and activities are being undertaken, how often and for which customers. This makes it easy to see which jobs or projects contribute the most to your bottom line.
Set up invoicing within the job costing module in several ways, and apply the most appropriate method to each customer.
For example, if you have multiple customers paying a percentage share of a job, like warranty claims,you can invoice each individual customer. Your accountant doesn’t need to spend hours manually figuring out who pays what – the system does the number-crunching.
Greentree’s F.R.E.E. capability enables the upload of data from Excel to Greentree. This allows the creation of new jobs, job estimates, timesheet transactions, invoice, proformas, credit notes and cost/sales adjustment transactions.
Job Costing software provides a central point for all cost and revenue management for sales and customer service requests, as well as asset management. Quotations to customers can be converted into jobs once accepted, and Customer service calls can be assigned to jobs to track and capture contract costs and billings. Delivering asset management or maintenance services also integrates completely to job costing to provide complete financial visibility of these functions.
Create jobs using pre-defined templates, making it quick and easy when you have multiple jobs, with the same basic parameters. Use special number ranges, including prefix and suffix additions, to easily track jobs common attributes.
You can bill more than one customer for a job by assigning multiple customers. This uses a sales-split function to distribute/pro-rate job costs across customers as applicable prior to invoicing.
Project-based businesses and project managers can track actual and estimate activity by Project and phases, at the summary or detailed level. A parent job can be set-up with multiple sub-jobs, each contributing to the profitability of the parent job.
Create multiple price books work out the selling price for labour and material costs. Sell rates and markup percentages can be set up for specific jobs, activities, items, or employees. Combined with Inventory price books for stock issues, this gives great flexibility for pricing jobs.
Use a minimum margin percentage to accurately track a job’s ongoing profitability.
Remove repetition by creating proforma invoices in bulk. Once approved, they can then be converted to sales invoices in bulk again saving time and increasing accuracy.
Track how much it’s costing you to keep your plant and equipment running. With Greentree’s plant charges you can record the costs of equipment used on jobs, including plant hire and maintenance costs. You can review these costs and update the “sale price” to ensure they are charged out sufficiently to recoup costs.
If you use Microsoft Project for your task and resource planning, this interface provides a user-friendly interface between Greentree and MS Project:
Greentree’s modular system builds on and integrates with all other modules. This means nothing goes to waste - every drop of business intelligence is extracted from every transaction right across the business. With our modular system you get business wide value, using only the modules that best suit your business.
With Greentree modules you get comprehensive and immediate control over costs and revenue.
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