Industry Solutions >General Services
"Manage tasks, contracts, billing, labor, and back office accounting needs of your service company..."
Tasks and Work Orders
A work order system is useful in organizing projects, assigning technicians, and recording service history. The work order status can be tracked from the time it is first created to the time it is completed, billed, and closed. The work order option is used to schedule technicians, manage and schedule labor, and maintain a service history for individual contracts or customers.
Manage the billing, expenses, labor, and other costs associated with a contract. Schedule tasks for future contract obligations or reoccurring services. Expense supplies and other items from inventory into a contact. Review contract profit by comparing billings with cost such as labor, supplies, and overhead costs. Organize and mange all the contract details within individual job records.
Process reoccurring billing for services or contracts. Monthly, quarterly, or annual billing can be deducted from store credit cards or sent to the customer via email or US mail. The integrated accounts receivable system completes the billing process for a services company.
The inventory system within the EBMS software is an excellent tool to automate pricing and work order creation from inventory service codes. The order entry system gives the user many tools to invoice, organize, and record service codes. The unit of measure option within the inventory system gives the user the ability to bill for time based on an hour, minutes, or other time UOM using the same service code.
The flexible payroll system includes the ability to billable time verses the actual time spent on individual work codes or projects. Piecework, hourly, salary, and commission pay are all supported in the EBMS payroll system as well as tips and bonus pay. The labor system within EBMS is a powerful tool to manage and measure labor within individual projects or tasks even if payroll is being processed by a 3rd party payroll service.
Proposals & Quotes
Create a quote or estimate for a large complex project or a small change order. Quotes can be copied from a building package template or from a similar previous project. Quote and proposal calculations can be based on formulas or individual stage or work code groups. Quotes can also be based on the current cost of a detailed materials list. A quote can be used to create a sales order or applied to a job for progress billing purposes. wage summaries.
Batch Invoice Processing
EBMS includes a convenient tool to process a batch of invoices within a user specified query or group. The batch, combined with the CRM tools, give the user the ability to process and manage a sizable number of service billings.
My Time App
Track time for a task or project from your phone, tablet, or other portable device. The handy tool can be used on the field by the service technician or employee to record time and service details.