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Signature Job Cost

call center girl

Designed to deliver… today and tomorrow

Tracking and managing costs and profitability is crucial to any business’s success. Signature Job Cost enables you to track and manage all phases of your jobs from planning to completion. You can schedule resources, enter cost activity, generate purchase orders, process vendor bills and invoice customers, maintaining visibility at every phase of a job.

Built on Microsoft Dynamics GP, Job Cost is designed to work as one solution with GP and not as an isolated set of applications. Leveraging a single database of information enables you to streamline business processes and more efficiently manage your business, as well as eliminate duplicate entries.

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Visibility into financials at the touch of a button.

Improve processes with Job Cost

  • Manage costs by tracking all components of a project – subcontractors, labor, materials, equipment and other defined costs
  • Analyze projects to improve efficiencies – compare key performance indicators; see estimated, committed and actual costs and drill down to additional details
  • Manage the change order process to help you respond quickly to new requirements
  • Get easy access to relevant information, with role-defined home pages based on user preferences
  • Manage your general ledger with up-to-date labor, equipment and materials status and progress reports
  • Print required financial statements and drill down to supporting data
  • Run reports to ensure you maintain certifications and compliance with applicable standards

Job Cost allows you to:


  • Keep projects on-time, on-budget and on-task
  • Manage a job’s estimates to actuals and change orders, and ensure on-time invoicing
  • Allocate employees, equipment and tools to jobs
  • Bill at a project or job level with convenient invoicing tools, including milestones and retention
  • Easily manage subcontractors’ contracts, scheduling and billing
  • Eliminate manual entry and completion of AIA billing forms with our automated feature
  • Leverage POC (percentage of completion) reporting
  • Automatically calculate and apply prevailing wage
  • Track everything needed to ensure accurate payroll, unions and compliance reporting

“I like the accessibility of the Job Cost … it’s the most valuable to me because I can drill back and see not only the customer, where the job was, who the owner was, what the PO was, was it certified payroll, was all of the little bits and pieces that I would have to go and look for all over the folders, I can find in one central place.” – Sarah Smith | Accounting Specialist | Seiberlich Trane

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Automated processes eliminate manual entry.
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Easily track performance through a variety of reports.

Customize your solution with additional functionality

Advanced Document Management
Capture, store, retrieve and attach files to fields including:
the service call, location, customer record, maintenance
contract or equipment records

Project Level Roll-up
Combine multiple jobs into one project, allowing users to view jobs from the project level as well as to bill multiple
jobs on a single invoice. Users can drill down to job-level detail, cost codes and transaction-level detail. Users can
also view contract details.

Advanced Subcontractor
Manage vendors and subcontractors, with the ability to
automatically track information such as insurance and
workers’ compensation expiration dates, draw requests, retention percentages and certificate expirations.

Enable users to more efficiently manage information:

  • Change-order tracking for inclusion on AIA billings
  • Drawings, submittals, documents and other paperwork associated with contracts
  • Payment control (pay-when-paid)

Job Import
Easily deliver encrypted business logic and look up field
validation for jobs, job cost codes, estimate revisions and
bill codes.

TimeTrack
Provide a single point of entry where employees can post labor and expenses to jobs. Information entered once can
be used by multiple modules, allowing supervisors and
project managers to easily monitor and analyze ongoing labor costs.

  • The Excel client allows the entry of time and expenses without a web connection
  • eTimeTrack lets users enter timesheet information via a standard browser

Graphical Schedule Board
Increase the ease of scheduling resources and equipment with the drag-and-drop technology of our Graphical
Schedule Board.

MobileTech
Put full job tracking functionality and back-office access in your technicians’ hands, no matter how remote the location, with MobileTech’s “store-and-forward” technology.

Customer Connect
Provides your customers with self-service capabilities to verify outstanding balances, check on work in progress and
request new service calls.

“The Job Cost module and Service Management module … it’s the core of our business and it drives what we do every day.”
– Chris Miller | Business Support Manager | Harshaw Trane

Signature Equipment Management

call center girl

Designed to deliver… today and tomorrow

Proper management of equipment, vehicles and other assets is critical for businesses in the construction and field service industries. Equipment Management is a complete solution that allows users to access up-to-the minute asset-level financials and to track status, location and utilization of equipment. It’s a powerful tool designed to improve efficiencies, increase profit and maximize the effectiveness of equipment-centric operations.

Built on Microsoft Dynamics GP, Equipment Management is designed to work as one solution with GP and not as an isolated set of applications.

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In the business of renting equipment?

Equipment Rental is an optional add-on module that offers a streamlined approach to supporting a rental process, allowing you to record all details involved. Equipment Rental allows management of all aspects of equipment rentals including:

  • Availability and search
  • Bookings
  • Rental agreements
  • Transport to/from a customer location
  • On and off rental service tasking with visual inspection and image-based markup
  • Repair and preventive maintenance management (allowing for the creation of service calls)
  • Periodic invoicing over the life of a longer-term rental agreement
  • Flexible billing increments
  • Ability to invoice miscellaneous sales items as well as overages
  • Special pricing and advanced rental options for each customer or group

Equipment Rental is flexible – you can configure pricing by model, set up your own frequencies/schedules, and calculate line-item discounts, commissions, stand downs and more. Tax and insurance amounts are automatically calculated, and rentals can be integrated with Equipment Transport to manage charges related to equipment deliveries.

Equipment Management Features:


  • Record equipment details and attributes
  • Track status and location of equipment
  • Use MobileTech to mark up images to identify rental damage or needed repairs
  • Log equipment usage and other measurements or readings
  • View service performed and related costs through Service Management
  • Keep track of parent-child equipment relationships using the asset hierarchy
  • View or find equipment data for a branch or customer location
  • Initiate new service calls, rental agreements, leases or sales
Tailor your solution with additional functionality:

Scheduled Maintenance allows organizations to create scheduled maintenance records to ensure equipment is serviced in a timely manner. You’ll be able to maximize availability by reducing downtime and the potential for lost revenue or utilization. The ability to provide extensive task descriptions and notes ensures that technicians are best equipped to successfully service equipment. A predictive maintenance feature adds the ability to forecast when the next maintenance may be due based on usage of the equipment or a predefined time frame.

Equipment Purchasing mirrors Microsoft Dynamics GP Purchase Order Processing but takes it a step further. When a new piece of equipment is ordered, the user can choose whether it’s intended for resale or use. Items marked as capital items on the purchase order are automatically linked to Fixed Assets. Once the equipment record is completed in Fixed Assets, it’s automatically linked to Equipment Management.

Equipment Transport facilitates the booking, scheduling and invoicing of the delivery and pickup of equipment. Any equipment booked as a rental can have the transport charges billed as part of the rental process. Income and expenses can also be tracked against vehicles in order to determine profitability.

Equipment Sales allows you to process transactions and store information related to equipment sales. Working with Profitability Analysis, you can view costs relating to a piece of equipment to determine the best selling price.

Tire, Brake and Fuel Tracking offers the ability to record and invoice tire and brake wear and fuel consumption during the equipment rental period. Vehicle readings can be entered directly into the operations log or captured in the field using MobileTech.

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Equipment Manager allows you to view all financial, service, and rental information for a specific piece of equipment.
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The Customer Center allows users to view all activity for a specific customer.
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Create rental agreements based on equipment availability.

“I’m uploading photos, all purchase information, warranty information. It’s all right there. I love it.”
– Gretchen Lewis | Fleet Services Manager | Housley Communications

Signature Service Management

call center girl

Designed to deliver… today and tomorrow

Delivering the right service, the first time, whether it’s maintenance or emergency work, is a must to remain competitive in today’s market. Signature Service Management is built for organizations that want to manage service, maintenance and repair processes profitably, and to own an industry-proven solution that can grow with their business and technology needs.

Built on Microsoft Dynamics GP, our robust field service software is designed to work as one solution with GP and not as an isolated set of applications. It includes the tools you need to manage your business, while delivering the accurate, real-time information necessary to analyze profitability, regulate your cash flow and increase sales.

“Our days to billing was reduced from 45 days to an average of seven to nine days.”
– Sarah Smith | Accounting Specialist | Seiberlich Trane

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Improve operations and efficiency across the organization.

“The ability to drill down into a lot of different fields from the work order or the invoice is very beneficial. It’s really easy to maneuver. If a customer calls in and they have received an invoice and they don’t understand material charges or whatever, having that accessibility is really nice.”
– Sam Foreman | Billing Manager | Pacific Rim Mechanical

Service Management Features

  • Service history increases visibility into customer service activity
  • Technician and dispatch boards make scheduling more efficient
  • Tasks and task responses ensure that data is captured in the required order
  • Flexible cost codes allow tracking per your preference
  • User- and role-specific dashboards customized to individual needs
  • Data and reports tailored to user roles
  • Real-time financial information facilitates management of your company
  • Service invoicing allows users to create invoices or credit memos
  • Notes fields provide additional tracking of customer information
Service Management enables you to:

  • Increase customer satisfaction and reduce overhead through more efficient service call processes
  • Manage the operational and financial aspects of a contractual relationship – full coverage agreements and warranty agreements
  • Schedule the right resources and the right equipment to the right location, meeting SLAs and ensuring first-time fix
  • Provide access to complete customer information – call status, call profitability, cost and billing – with flexible reporting options
  • Proactively schedule and manage preventive maintenance
  • Eliminate manual processes and duplicate entries
  • Manage your general ledger, print required financial statements and drill down to supporting data
  • Streamline time and expense entry with predefined approval processes

Customize your solution with additional functionality

Advanced Document Management
Capture, store, retrieve and attach files to the service call, location, customer record, maintenance contract, equipment records or other fields.

Refrigerant Tracking
Track refrigerant usage by equipment and satisfy the requirements for government reporting.

Customer Connect
Allow your customers self-service capabilities to verify outstanding balances, check on work in progress and request new service calls.

MobileTech
Put full field service functionality and back-office access in your technicians’ hands, no matter how remote the location, with MobileTech’s “store-and-forward” technology.

TimeTrack
Provide a single point of entry where employees can post labor and expenses to service calls. Information entered once can be used by multiple modules, allowing supervisors and project managers to easily monitor and analyze ongoing labor costs.

  • The Excel client allows the entry of time and expenses without a web connection
  • eTimeTrack lets users enter timesheet information via a standard browser

Graphical Schedule Board
Improve the ease of scheduling resources and equipment with the drag-and-drop technology of our Graphical Schedule Board.

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Create and manage work orders and service calls.
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Schedule and manage maintenance.
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Comprehensive reports provide increased visibility.

Signature MobileTech

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Designed to deliver… today and tomorrow

We know that choosing and implementing a mobile solution is a big undertaking, with many considerations, such as “Does it have the functionality I need?”, “What if I need more tomorrow?” and “Do they really understand what I do?” We built MobileTech for organizations that want to manage installation, maintenance and repair processes more profitably both today and into the future.

Keeping mobile workers mobile

MobileTech arms your technicians with proven technology, enabling them to operate efficiently and deliver a high level of customer service. They can manage service calls and job appointments, with easy access to the right information the first time.

MobileTech is built for the true mobile worker with buttons that are easy to select on touch-screen devices and expandable content for easy viewing. MobileTech runs on the devices that your technicians need to do their jobs — whether they’re laptops, tablets or smartphones. ”Store-and-forward” functionality allows technicians to connect to and save information, even when internet connectivity isn’t available.

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MobileTech offers operating system and device flexibility. iOS, Android™ and Windows™ operating systems are all supported.
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“MobileTech is being touted in our company as the most successful IT project ever done… our technicians love it.”
– Raymond C. Peeples Jr. | IT Manager | Stanley Elevator Company

“With MobileTech, getting our technicians what they need allows us to better serve our customers while making our division more profitable and better positioning ourselves in the marketplace.”
– Nathan Olin | IT Director | Kinsley Power

With MobileTech your field technicians can:

  • Access customer information and service and equipment history in the field
  • Eliminate paper tickets by recording and updating details and costs
  • Capture signatures for work completed and immediately email a call summary
  • Enter and track expenses and billable/non-billable time
  • Capture opportunities for additional work
  • Create an invoice in the field
  • Inspect equipment, visually mark damages and assign tasks for follow-up
  • Use up to 3 devices per technician
  • Attach files including notes, pictures, blueprints, etc.
  • Use barcoding for equipment and inventory
Improve ROI, beginning in the field

  • Remote entry of billable labor and materials, and invoice generation in the field improving cash flow and enabling timely billing
  • Information entered in the field flows back to financial statements, reducing data entry and saving time and money
  • Provide technicians the customer and equipment information they need, increasing technician productivity
  • Allow technicians to easily create additional work requests, capturing opportunities for additional sales from the field
  • Decrease administrative time, increasing employee retention
  • Provide Purchasing visibility into inventory consumption, improving planning and replenishment of inventoried items

Improved processes, improved customer experience

  • Provide technicians comprehensive customer history and details at their fingertips
  • Generate reports from information provided in the field – inspection results, financials, customer report cards, etc.
  • Email complete appointment information to the customer, while capturing a detailed work record in Signature
  • Keep dispatchers and technicians aligned with updated details as synchronization occurs
  • Increase visibility into and ease of scheduling with Graphical Schedule Board’s drag-and-drop technology
  • Use predefined task lists to guide technicians and ensure the right work is completed
  • Assign equipment to a call, ensuring technicians are ready to do the job and improving first-time fix rates
  • Inspect equipment, visually markup damages, and automatically trigger repair calls for optimal service

“We look at MobileTech as a necessary investment to recruit and keep top-level technicians. Along with that, our customers are very tech-savvy … we think of it as an investment in our future.”
– Nancy Locklin | CFO | Tolin Mechanical

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Arm your technicians with the information they need right on their mobile devices.
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Customers can review the work order information on the mobile device before approving.
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Technicians can collect signatures in the field before closing the work order and moving on to the next call.

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