Unify your field service business

Timesheets

• Enter time per person.
• Enter multiple people at once.
• Enter start time and end time or total hour entry.
• Upload job photos with time entry.
• Costing based on actual payroll hourly cost.
• Sell prices based on resource group/customer pricing logic.
• Customer-based resource group pricing.
• Comments can be made by the user or pulled from previous comments.
• Users can select predefined work type options (cost and sell multipliers).
• Users can make shop-time entries.
• Users can pull down historical data.
• Approval workflow based on job project management or company hierarchy.

Expenses

• Expenses can be categorized.
• Expense date can be set.
• Receipts can be captured from phone or uploaded files.
• Cost is automatically added to jobs with sell prices including markups.
• Sell prices based on resource group/customer pricing logic.
• Users can add per diem expenses.
• Users can add mileage reimbursements.
• Users can use company credit card to purchase expenses.
• Expense items can be fixed price.
• Users can pull down historical data.
• Approval workflow based on job project management or company hierarchy.

HR

• Add new employees without support from S365.
• Enable/disable employees.
• Manage emergency contacts.
• Manage and maintain certifications.
• Upload files.
• Manage pay rate changes.
• Individualized granular permissions or permissions based on groups.
• Maintain employment contract details.
• Salary or hourly pay structure.
• Definable pay period structures.
• Unlimited custom fields.
• Audit log.

Jobs

• Manage jobs by status.
• Planner board or list view.
• Filtering by project manager, status dates, etc.
• Allow locking of job.
• Send job to other users with questions.
• Unlimited customer site addresses.
• Unlimited customer billing addresses.
• Simple job start form.
• Time and material or quoted job management.
• Allow materials only limit.
• Allow labor only limit.
• Allow fixed material markup override by subordinates.
• Quotes follow specific customer markup schedules.
• Custom fields.
• Audit log.

Purchase Orders

• Manage purchase orders by status.
• Planner board or list view.
• Approval workflow for purchases based on dollar amounts.
• Multi-currency purchasing.
• Uploading of vendor packing slips against purchase orders.
• Uploading of vendor invoices against purchase orders.
• Easy document scanning by phone camera by field users.
• Duplicate POs.
• Purchase items to jobs or inventory.
• Receive and vendor invoice items in stages.
• Changing PO pricing changes job costing automatically.
• Allow the blocking of job closure if open POs exist.

Inventory

• Inventory control.
• Vendor cost history.
• Automatic vendor cost updating.
• Unit of measure logic throughout.
• Fixed-sell pricing.
• Upload/download files for each inventory item.
• Save images for each item.
• Audit log.

Scheduling

• Drag and drop event.
• Custom fields.
• Schedule events that become time slices for field staff.
• Bulk entries.

Reporting

• Export data to Excel.
• Advanced customer filtering.
• Template creation of report views.
• Column visibility.

CRM

• Unlimited customers.
• Unlimited vendors.
• Unlimited contacts.
• Unlimited addresses.
• See history of quotes, jobs, invoices, purchases, and vendor invoices.
• Send emails to contacts from the app.
• Record events for contacts.
• Upload/download files for each customer/contact and vendor.
• Customer-based labor rates.
• Customer-based invoice settings.
• Custom fields.
• Audit log.

File Management

• Company-wide secure file upload and download center.

QuickBooks Online Integration

• Customer and vendor integration.
• Sales invoice integration.
• Purchase invoice integration.
• Reconciliation tools.
• Display QuickBooks financial reporting inside S365.