Extra features sound great when you buy a product but, when it comes time to use it, can seem overwhelming and tough to get started. This is very often the case with software.
The Job Management Center in Sage 50 seems like a lot – and there IS a lot of functionality there. However, by spending a few minutes to set up your job system, you can save loads of time down the road with simplified processes. Did you know you could proactively track job status and quickly access interactive, real-time reporting in the Job and Project Management Center?
If you’re not yet using the Job Management Center in Sage 50, read on… there is a lot in there to make your life easier. (For instance, did you know you can even apply labor burden rates for employees at the job level?)
Simply efforts – even if you only have a few jobs
Access the dashboard under the Jobs tab. There are two screens available – the Jobs Navigation Center and the Job Management Center.
The system is set up with standard defaults for the dashboard, but like many other dashboards throughout Sage 50, this is customizable as well.
Access job status, information on the client, purchases and sales transactions applicable to a job, and Job-to-date Profitability reports are available in one central location.
Sage sets a few default modules on the dashboard. But if you take advantage of customizing your dashboard view to highlight the information most relevant to your processes, you’ll be able to make faster, more informed (and more profitable) business decisions.
There is a long list of job-related modules available to add to the dashboard (availability is dependent on individual user security settings). Plus, each module can be further customized to fit user preferences. Reports can also be printed (or emailed, exported to Excel or PDF) straight from the dashboard.
- Change orders
- Credit memos
- Payroll entries
- Time tickets
- Vendor credit memos
- Receipts applied to revenues
- And many more…
Interactive reporting allows you to analyze specific information on a job or project – activity or history of job, phase, or cost code.
One feature many people overlook is the change order functionality. Using this feature protects your business plus provides greater insight into the impact that change orders have on a job’s revenues and expenses.
- Updates estimated revenues and expenses once changes are approved
- Eliminates manual change order tracking processes
- See when a change order is approved, when it’s applied to transactions, if the changes impact the projected job end date
- Plus, all your notes are maintained in one place… with the job.
Rethink Job Management
If you’re not yet using this Job Management Center, or not using it fully, we encourage you to take a 20-minute look in the Job Management Center to see how much more you can do.
Running a business at peak efficiency is one of the most important things you can do to help your business grow. If you need additional guidance on setting this up for your specific business, give us a call 866-686-1329; we can certainly help with that.