PTS Features

Job Tracking


View an electronic version of job board Notify when a job is 1 hour from it’s deadline Notify if a job misses its deadline Track any vended work and when due back Color coded and easy to read

Who’s working now


At a glance see who is logged into a project and how long they have been working on it.

Billing Summaries


Collect your billing information instantly Print the billing summaries Automate the calculations of billing items, no more calculator and manual

Monthly Service Agreements


Set up email notices to inform you of reoccurring billing needs Never forget to bill for a monthly or yearly charge

Pricing Levels


Standard Price Firm Level Pricing Case Level Pricing

Gross Margin Tracking


Set cost per item and track the Gross Margin See what products are making you the most money See what firms are making you the most money See what reps are making you the most money

Commission Tracking and Calculation


Track commissions by Top line or Gross Margin Set up hurdles and carry them forward if needed Pay bonuses for high achievers

Error Reporting


Track errors by employee and department Conduct an investigation on an error Respond to client and others with error investigation findings

Deadline Reporting


Automatically track deadline performance Email notices on all missed deadlines Easy Graphical display to all employees

Case Tracking


Track projects per Case Collect case data, specs, and correspondence in Electronic file cabinet Set up special pricing per case

Track Vended Work


Track when vended work should be returned Track contract pricing to insure correct billing Received function so project is not invoiced prior to receiving vended work Billing summary for vended work to insure all billable are accounted for

P.O. System


Track supply orders and insure your pricing meets your contract

Multi Location Ability


Multi location function allows employees in one location to work on items in another Allow managers to view performance across multiple locations

Track Stats by Department


Revenues Gross Margin Performance

Manage Project Completion Point


Set up completion points per unit (example: box, hard drive, etc) and set internal deadlines Allow customers to view progress report via the customer portal

Track Evidence and Chain of Custody


Track evidence information Track Storage location of evidence

Set up Email Alerts


Send managers notices when deadlines are missed Send AM’s emails when their job is ready automatically Send managers emails daily on revenues sold by AM Send manager emails daily on revenues produced

Set up employee Bonus Programs


Track and pay employees bonuses based on revenues produced

Track QC hours per project


See how long jobs are spending in QC and add that labor to your labor percentage

Welcome Notes


Pass vital information on to your employees when they log on and track that they were informed about changes

Set and Track Goals per Employee


Revenues Sold Gross Margin Revenues Produced Technical Time billed Revenues Per Clock Hour Time Productive Percentage

Time Clock Function


Manage Daily Clock In/Out Accrue Vacations and Track Automated Vacation Approval System Manage Paid Holliday’s Track and Log Employee Attendance Print Time Cards for Signature Approval

Electronic File Cabinet


Store Signed Invoices Store other documents per case or Job (Work orders, Client communications, Spec Sheets) Allow Clients to view only what you want them to see

Account Manager Section


What if Wizard See effect of commission decrease when price is lowered See Gross Margin decrease when price is lowered Prepare and Print Quotes Proposal Wizard (coming soon) Allow you reps to create proposals easily with Scope of Project, Pricing and Terms Sales Dashboards to see trends and performance

View A/R Performance


Dollars collected per day Calls made per day View “Hot Invoices” at a glance

Track Call Tickets


Keep notes on collections calls Set up next action item Keeps track of your calls and when next call should be placed

Customizable Electronic Work Orders

Fully customizable work order with optional approval process
Create jobs directly from a work order
Clone existing work orders to speed job creation process
Instant access to work orders by any employee

Customizable Invoices

Fully customizable invoice templates
Create invoices with 2 clicks from a completed job
Automatic email notification to sales reps when jobs are invoiced
Ability to split an invoice among multiple entities for a single job

Reports

Production Reports
Job Deadline
Daily Production produced
Operator Errors
Operator revenues
Revenues per clock hour
Management Reports
Profitability
Productivity
Tech Time Tracker
Job Efficiently
Profit
• By Sales Rep
• By Item
• By Firm
Error Reports
Goals Reports
Work in Progress
Sales Reports
Quotes
Sales Person Activity
Daily Sales
Firm / Client Usage
Sales Detail
Commissions
Standard vs. Actual Sales Comparisons
Other
Invoice List
Payment Report
Time Clock Status
Vacation Report
Holiday Report
Attendance Report

PTS Features

What is PTS?