IMPLEMENTATION STEPS

With over 20 years’ experience in software design and implementation, we pride ourselves in creating solutions in Zoho using API’s, Custom Functions and Widgets. We have developed 10 exclusive implementation steps, designed to help you decide what your business needs. Contact us for more information or to be kept updated on new Zoho Developments.

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STEP 1

STEP 2

STEP 3

STEP 4

STEP 5

STEP 6

STEP 7

Step 7 - Project Budgets, Cashflow and Performance

Step 7A - Job Reports and Budgets

There are 2 budget widgets available, one called the Full Budget and the other is the Cost Budget. The Full Budget displays the Estimated Budget (cost of BOQ Items), the actual Labour cost and the actual Purchase Order costs, which provides you with the Budget balance. The Full Budget also provides the estimated margin and actual margin, plus the financial status of client invoices for visibility of the projects cashflow position. If you don’t want all your staff to see your margins or cashflow, then you can also use the Cost Budget. The Cost Budget provides the Estimated Price quoted to the client against the actual spend to date for Labour and Purchase Orders. This allows staff to manage the budget without viewing full financial position of the business. Both budgets display the budgets by Cost Code Category and Cost Code, with a drill down to BOQ Item, and visibility of all the related timesheets and purchase orders.

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FEATURES

  • Cost Code Configuration for Budget Management
  • Drill down in your Budget by Cost Code Category and Cost Code
  • View Budgets for All Projects or Drill down using Filters
  • Know Your Financial Position of Jobs Down to the Estimated BOQ Items
  • Use the Budget Widget to Track the Estimated Costs and Actual Costs
  • Use the Budget Widget to Track the Cashflow Position on Projects
  • View Timesheets with actual Staff Costs and Charge and Rates
  • View the Purchase Orders in your Budget by Paid, Committed or Invoiced
  • View Customer Invoices in your Budget by Paid, Outstanding or Not Invoiced
  • Create a Schedule of Rates for Jobs based on Tasks and/or Resources

Step 7B - Business Performance and Cashflow

Business reporting is often limited by the capability of individual software applications, such as Accounting, CRM and Projects. SOS Consulting believes that CRM is the core to your business and all information should integrate for consolidated and holistic reporting on Enquiries, Projects, Business and Individuals performance. Using the data contained in Steps 1 – 9, SOS Consulting are building a number of reports to help you analyse and drive your business decisions. These advanced reports leverage Zoho Analytics, for data from external sources and native integrations, including the data in CRM populated using custom functions and exclusive API’s. Here are some examples of the reports available.

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FEATURES

  • Custom Project Ticket Dashboard.
  • Cashflow Report using Bills, Invoices, Forecasts and Balances
  • Sales Targets for the Business, Team or Members
  • Sales Overview for Accounts, Last 5 Invoices, Product Quantities and Sales History.

STEP 8

STEP 9

STEP 10