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| QuotePlus
- Base System

| Estimating |
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| Estimate
Entry - |
Three methods of writing
an estimate to satisfy current and future styles. |
| Pen Pad - |
Write estimates at the vehicle. (refer
QuotePlus Mobile) |
| Time Schedules
- |
Key time schedules including,
MTA, NRMA, RACV Paint Sheet and RACQ Paint Sheet. |
| Templates - |
By building a library of "templates"
fast, accurate estimates can be written in a fraction
of the time using standard methods. Choose a suitable
template, make a few accident specific changes and its
done in minutes. QuotePlus frees up time to Manage the
Business. |
| Cycle Time
- |
How long will a job take;
the estimate writer is busy; what to tell the customer?
It's easy with QuotePlus. With built in Cycle Time Analysis,
the press of a button will accurately calculate the number
a days a job will take. Any staff member can use it to
book a job in. |
| Book-in Dates - |
Produce vehicle arrival and departure reports
featuring estimated hours and dollars, excess value, daily
totals and trackables (wheel alignment, etc) |
| Supplementaries
- |
Create as many supplementaries
as you need for Insurer or the Owner. The original and
all supps can be printed on the one Job Sheet. Shop technicians
are not concerned with who's paying the bill, they just
want to know on one job sheet what has to be done. |
| Text Messaging - |
Stay in touch with customers via built
in text messaging. By storing a number of template messages
its much easier and faster than phoning. It also saves
you money by avoiding costly calls to mobile phones |
| Printing
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Every document can either
be Previewed, Printed, Faxed or Emailed to the Owner,
Insurer or even your accountant (ie. The Profit &
Loss Report) |
| Parts Control - |
Full colour coded parts control system
with invoice receipting, goods return advice and part
profit analysis available via a mouse click from the Estimate
Page. The exact status of parts is identified within seconds.
Every receipted part stores the supplier, invoice number,
cost and date for quick reference purposes.
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| Imaging -
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Accessed from within
the estimating system it now features "Image Caddy",
ideal for
estimating from Images or the Internet. |
| Original Estimate - |
No need to print and file the original
estimate, reprint it at anytime plus you can print an
exception report that highlights the insurer alterations. |
| Registers
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QuotePlus now features
electronic registers that includes; Towed In, Towed Out,
Total, Loss, Rentals Required, Employee Offsite and Car
Offsite for easy reference |
| Reports - |
Large array of standard reports to highlight
business strengths and weaknesses. |
| Accounting |
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| Date Based
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Every transaction is
stored permanently and where applicable, linked to an
Estimate and job. There is no "end of month rollover"
nor copious amounts of reports to print. Reports are generated
"from and to" a date range which can be viewed
on screen, faxed, emailed or printed. At the beginning
of each new month simply continue business as usual by
keying in the correct date - no waiting, no hold ups. |
| Void - |
Made a mistake, simply click the Void Button
and QuotePlus will correctly reverse the transaction and
ready the system to process it again. Of course everything
is recorded in the Audit Trail for full accountability.
No more trying to fix it by credits or journals and making
the situation worse. |
| Factoring
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Receipting one factoring
payment across multiple debtors was once hard work until
QuotePlus incorporated its unique factoring process. |
| Reassign - |
For Capricorn members (or similar buying
groups) reconciling Creditors has never been so easy. |
| Standing
Journals - |
Any recurring payment
or receipt can be automated thus saving manual posting,
plus it also provides a more accurate daily bank balance.
Just another feature that reduces clerical duties and
provides a superior business position. |
| Bank Reconciliation - |
Multiple bank accounts and credit cards
can be easily reconciled plus there's a "finish later"
function to handle those inevitable interruptions. |
| Chart of
Accounts - |
An alpha/numeric structure
with up to five levels of sub-accounts satisfies the needs
of the keenest business operator. |
| Full Audit Trail - |
Every transaction is recorded with a unique
ID number and reversals are linked to the original transaction
for full accountability. Enquire by date range, account,
ID number, or via GL code with full double sided transactions. |
| Reporting
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With "from and to
a date range" reporting it's easy to predict the
future by looking at the past without examining ream's
of paper. |
| Job Costing |
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| Manual Data
Entry - |
Key in the hours spent
on each work type or optionally enter more detail such
as clock-on and clock off times plus start and stop times
for more in depth reporting. |
| Barcode Reader - |
Automate the process by installing barcode
stations on the shop floor to record times more accurately.
The barcodes are printed on individual Job Sheets for
ease of use. Also, the status of parts is available at
the click of a button instead of asking the foreman or
manager to chase them up. |
| Time Card
Summary - |
Each technician is displayed
on the screen by day and job with summary information
of work activity, actual hours taken and colour coded
job status. |
| Active Jobs Report - |
The manager can view all active jobs to
screen with key indicators highlighting jobs that are
75% complete and running behind or on schedule. A valuable
tool for heading off nasty surprises plus an opportunity
to write supplementaries where necessary. |
| Reports -
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The reports are designed
to be easily read and not overcrowded with information.
A range of reports including Employee Performance, Job
Report, WIP, Employee Attendance, Profitability by Job
Type and more. |
| Integration - |
This is one of the most important features
of the QuotePlus Job Costing system: Full integration
with Estimating, Parts Control, Dashboard, Production
Planning and Production Scheduler delivers unparalleled
reliability and cost effectiveness. |
| Tools |
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| Teledex - |
Integrated with Debtors
and Creditors the teledex automatically stores new account
information. Sort the numbers by company or contact. |
| Diary - |
Remind yourself or others to perform tasks
on a given day and also link the task to a specific estimate
if you choose. QuotePlus prints a daily list of activities
per employee. |
| Calculator
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Access via Tools or in
any numeric field. With special GST and Markup features
it's a very handy accessory. |
| Calendar - |
Usually one can never be found when its
needed so QuotePlus maintains an integrated calendar. |
| Fax - |
In line with the "paperless"
theme, a fax can be sent directly from QuotePlus to anyone.
A fax header is included plus access to Teledex for fax
numbers. |
| Word Processor - |
An easy to use word processor is often
all a shop needs for most communications. |
| Email - |
QuotePlus features a
fully functional email system with Inbox, Outbox, etc.
No need to buy 3rd party products when one package does
it all. Save on postage and email the creditor remittance
advices when paying by Electronic Funds Transfer. |
| Loan Cars |
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| Vehicles
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List all the cars available
for loan showing description, rego, due back date &
time. |
| Allocation - |
- By interfacing to the "Header
Details" from estimating the owners details are
recorded against booked-out vehicles. Fields for book-in/out
dates, time in/out, date of birth, licence# and excess
are also included.
- Loan Agreement - Once the details
have been completed click a button to print the Loan
Agreement with relevant driver details.
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| Estimate / Job
functions include
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- Vehicle booking
- Authorisation
- Issue/Cancel/Close/Reopen Job
- Create Debtor/Owner supplementary
- Copy data from existing Estimate
- Revalue R+R, Repair, Paint, Job
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- Invoicing
- Search Invoice
- Messaging
- Faxing
- Exports - ARNIE, ESTIMAGE, BMS
- Create Template
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| Reports/Forms
Printing include
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Print
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- Estimate
- Job Sheet
- Job Cover
- Job Labels
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- Quotation request
- Assessor Adjustments
- Line comparison (pre/post assessment)
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- Assessment report
- Client Contribution report
- Returned Goods Advice
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| Estimating
Reports
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- Towing Details
- Analysis reports
- Estimate register
- Job register
- Completed Jobs
- Authorised Estimates
- Unauthorised Estimates
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- Deleted Estimates
- Re-opened Estimates
- Cancelled Estimates
- Sales Register
- Sales Summary
- Job Analysis
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- Vehicle Arrivals
- Vehicle Departures
- Vehicles in Workshop
- Parts Chase List
- Info Tracking List
- Email Register
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| Accounting Reports
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- Ageing Summary - Debtors/Creditors
- Collections
- Unpaid Bills
- Statements
- Remittance Advices
- Cheque Register
- Goods Returned Register
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- Sales Activity
- Deposit Detail
- Trial Balance
- Profit & Loss
- Balance Sheet
- GST Report
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- GST Summary
- Cash Receipts
- Cash Payments
- Debtor Transactions by date
- Account Transactions
- General Ledger Detail
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| Job Costing Reports
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- Job Report
- Employee Incentive Payment
- Employee Attendance
- Workshop Attendance detail
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- Labour Summary
- Team Performance
- Non Operating Labour
- Weekly Labour
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- Work In Progress
- Workshop Performance Summary
- Profitability by Job Type
- Time Card Listing
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| Management Reports
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- Profitability Snapshot
- Performance Trends (Quoted/Authorised/Income/Expenses)
- 12Mth Profit & Loss Trend
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- Management Analysis
- Job Analysis
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- Debtors/Creditors Reconciliation
- Sales/Income Analysis
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| Forms
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- Motor Vehicle Loan
- Registration of Vehicle Repairs
- Quality Control Checklist
- Clearance Certificate
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- Customer Notification
- Total Loss Notification
- Customer Satisfaction Survey
- Corrective Action
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- Complaint Form
- Repair Authority
- Receiving Inspection
- Final Inspection
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