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Company Name:

Contact:           Title:

How many people handle your companies accounting functions?   
How many Project Managers do you currently have?   

What percentage of your work is  Commercial/Industrial?                      %
   Residential?                      %

    YES     NO  
Do you perform service and short duration T&M work?                                          
If yes, roughly, how many service calls/short duration jobs do you do in a week?

What does your payroll process require?

Union Reporting
Certified Payroll Reports
Prevailing Wage Requirements
Direct Deposit
Multi - State
Equipment usage (hours) entry for jobs during time card entry
We currently use a Payroll Service
None of the above

    YES     NO  
Are "true" payroll costs (FICA,FUTA,SUTA,WC,Union,etc...) showing up on job cost reports?
 
Is your Job Costing information accurate, up to date, and easily accessible?
 
Would you like to improve the Job Costing and Small Job/Work Order profitability reporting?
 
Does your company have multiple divisions, departments or profit centers that need to be separated on financial statements?
 
Are Work in Process (WIP) and Bonding reports automatically generated with your current system?

What types of billing do you perform & their percentages?

T & M   %
Contract / Lump Sum   %
AIA   %
Progress   %
Cost Plus   %
Maintenance Contracts   %

If you do service work, How many service techs/trucks do you have?

    YES     NO  
Would it be important to have a dispatch board on the computer showing your techs/trucks job location, next job/call and future jobs or work load?
 
Do you do any routine, periodic maintenance repairs or inspections for your clients?

How are your work orders generated and tracked?

Manually
Computer (what system)
We don't want to create any work order/request for employees from the computer
Is creating, managing and reporting of Purchase Orders important?
 
Do you want to maintain an inventory of items for trucks and/or warehouse?
 
Is it important to know the value of your inventory, what's on hand, when to reorder?
 
Is it important to improve project documentation & correspondence processes (submittals, transmittals, RFI's, emails, etc…)?
 
Are change orders being created, tracked & billed to your satisfaction?
 
Are you currently using a computerized Estimating System?
 
      If yes, what system are you using   
 
Will integrated Estimating Software be part of your system evaluation?
 
Would automating the quantity takeoff process from electronic files/blueprints help your company?
 
Has your company done any scanning & saving of electronic pictures, blueprints, documents, etc…

What month or quarter would you ideally like to have a "new" system up and running?

How many computers do you have in the office?

What range best describes your Company size?

What best describes the stage of your system selection?

What are the main reasons for considering new construction software?

How did you hear about Software Consultants, Sage Timberline Office or Sage Master Builder Software?

      

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