Run Your Entire Business Better
Asset™ is the most comprehensive software available for running your business. From a single software product, you manage communications, email, sales, scheduling, purchasing, payroll, job cost, accounting, and analytics. Other software requires you to use numerous third party products to handle these key business areas. The screen shots below are a simple overview. Call us and we’ll give you the details about how Asset can help you.
You can click on any of the screenshots below to get a bigger image.
Communicate
Asset CX™ lets you manage your business communications with integrated, fully featured CRM. You can easily use its built in contact management tools to look up account information, log communications, and send and receive email. You can also organize your office staff with integrated, shared calendaring and internal instant messaging. All new analytics are also included, making it easy for anyone you designate to see key business metrics such as cash, receivables, inventory, and sales.
Estimate
Asset Proposal Manager™ gives you capability to create estimates of any type (ie, installation, upsells, maintenance, snow, etc, in a single product. It supports a variety of pricing methods, including those considered best practices in the industry. With its built in report writer, you can create proposals directly from the estimate in a variety of formats, including unit priced. A few other highlights: industry calculators, including a travel calculator, direct connection to your production system for sold work, and built in sales management tools give you a tool that is not matched by any other product.
Schedule
Asset Schedule Manager™ gets updated from estimates you create with Asset Proposal Manager. Tasks can be organized into multiple schedules using multiple crews, keeping you organized, but also giving you a flexible framework to control production. Tasks are linked to materials, so work orders show not just time, but also material that is needed.
It supports a variety of different schedule types, including repetitive service, one time service, and events, for instance, snow events. It can use list or calendar based methods for scheduling.
Schedule Manager is also plugged into CX, so you can create work orders directly from the CRM system. Other software just can’t do that.
Schedule Manager is also linked directly to the billing, job cost and payroll systems, so you eliminate double and triple data entry, saving big in the process. You also get a detailed history of what happened on which job, who did it, and full budget to actual efficiency reporting, helping you make important decisions about how to make up ground on jobs that are losing.
Control Material Costs
Most companies think of purchasing last, after the job is sold. It’s handled, at best, in multiple, disconnected spreadsheets, and at worst, in someone’s head. With Asset Purchasing & AP Manager™, that changes. Asset purchasing tools take the materials list directly from your estimate and organize it into a searchable, reportable framework that makes it easy for someone to manage your purchasing requirements. Because it comes from the estimate, it budgets and the vendors selected by estimators are readily available to purchasers.
There are views by job, by material, by item type, and by vendor. It is all directly tied to the Schedule Manager, so when the schedule changes, the purchaser is in the loop. The time savings does not end with purchasing, though. When your vendor sends you an invoice, your AP administrator needs only to match the incoming invoice to the purchase order and post. No more hunting down project managers to figure out which job the invoice is for. This is a huge time saver. And of course, it is directly connected to the integrated job cost Asset does best.
Own Payroll
The fact is, you cannot get true, accounting based job cost without integrated payroll. And Asset has the full featured HR and payroll system you need to get accurate, full function, accrual based job cost. It even costs worker’s comp and other payroll burdens directly to jobs without a manual allocation.
It supports complex, multi jurisdictional payrolls, certified payroll, multiple pay rates per person per paycheck, multiple worker’s comp classifications per employee, even direct deposit. It also lets you track attendence, employee certifications, I9 applications, pay history changes, and taxable fringe benefits. With Asset payroll, you can eliminate expensive third party payroll providers and save big, while controlling your payroll in real time.
Billing That Works Like You Need It To
Asset AR Manager™ helps you bill – and collect, the way you need to. It supports contract monthly billing, with variable amounts per month if you need them, as well as per occurrence billing, time and material billing, progress billing, monthly retainer billings, service charge, fuel and other surcharge based billing, and contract retainage.
It is directly connected to the Schedule Manager and CREWtek, which saves a lot of data entry and repetitive entry time. It supports multiple employees simulataneously working within the billing system, and like other Asset modules, lets you configure and customize reports and invoices to suit your requirements.
It also has great analysis views that let you see invoices by a lot of categories, including job, client, salesperson, due date, age, company, and invoice type. You can even drill directly to the GL transaction posting log directly, seeing the entire history of your invoices from posting to payment. One more thing worth mentioning. Unlike competitive products, Asset knows how to properly account for client deposits and does not lump them into the AR account. So you don’t get a wacked out AR balance and embarassing questions from your banker when you deliver your financials.
Analyze
Secure analytics are at your fingertips. The screenshot you see above is accessible directly from CX, and took just a few seconds to generate. Asset gives you the best toolset in the industry for analytics, both with reporting and integrated pivot tables. At its core, it is a GAAP compliant job cost based accounting system. And because job cost is so deeply embedded, you don’t need to purchase and use add on tools and spreadsheets.
Asset supports job, branch, profit center, and company based formal financial statements. And it does not stop there. You can get profit and loss data in other categories. For instance, you can generate a P&L by estimator. Or by salesperson. Or zip code. Or by any category you can think of.
Software that requires a separate accounting system, or accounting systems that need bolt on ‘business management software’ simply cannot do that, because they don’t have the architecture that supports it.
Asset’s native job cost capability shows you which jobs make money, and which don’t. The information it uses to produce these reports is the same information that is used to create your financials. Job cost ties to financials. And it helps you make important decisions about which jobs need changes. Its the kind of information that will help your company make more money.
