Financial Tracking Database with Analytics
Builder Reporting and Analysis Tools
The software is designed as a BI management tool, not a comprehensive project management system. It won’t replace Quick Books or MS Project. It can replace all those Excel spreadsheets that keep track of pipelines and projects.
Estimates
Select a customer and define the elements for a job, including dates and pricing. An Estimate may have any number of Elements. Job Totals are calculated and the final total retained. Automatically converts an Estimate to a Contract and locks the Estimate.
Earned Value Calculator
Interactive calculator that uses Javascript and standard EV calculations.
Knowing that you went over budget doesn’t help after the job is finished.
You wouldn’t build a house with just a hammer, why run your business with just a spreadsheet?
Don’t chase your numbers. Track the trends.
Skills
Database, physical design, SQL, Visual Basic, forms design, reports, Queries, custom SQL scripting, user messages, system design, logical processes, automation, user interface. Website, marketing copy, design docs Pricing, marketing strategy