Designed to meet the needs of the medium-sized contractor, Explorer Pivot provides a complete job cost, project management and service tool that can also manage costs, revenue and documents. Explorer Pivot is a true multiple-user system: every member of your financial team can work on the same databases, even the same screens, simultaneously. Pivot and Trackpoint share a Parts database storing both cost and selling prices. Explorer Pivot simplifies every stage of construction project management, streamlines critical accounting procedures and provides a clear, complete audit trail. It also gives you the option to archive data while retaining all reporting capabilities on archived data.
Core Modules Include:
Track budgets and financial information right down to the division level. Manage multiple companies, utilize full inter-company transactions as needed. Run month-end and year-end financial statements at any time, even if the fiscal year is not closed off. Make inquiries by date, by account range, sub-ledger type or specific entry batch. Easily view G/L trial balance. Automatic year-end simplifies processes. Keep the previous year-end open until all adjusting entries have been made. Create automated custom financial statements in MS Excel.
Monitor supplier information by invoice, date, and job code with check payment information. Post invoices against purchase orders or Subcontracts and shipping/receiving documents. Cost invoices against several jobs or cost codes. Check outstanding balances by supplier. Create Pay checks and quick checks automatically. View and print aged outstanding balance reports grouped by supplier, job or project manager. Accounts payable regular posting imports available.
Record all changes to a contract and track status of change with accepted, declined, hold and pending designations. Organize change orders by type of change, reference number and date. Automatically update the job budget values, sub contract/purchase orders, and amendments to AIA/progress billing. Approved change order number that can be applied to more than one change order and more than one change order can append a single line in AIA/Progress Billing. Print detailed change order reports.
Cost items to the complete job cost break down. Keep track of committed costs. Utilize a shared parts book, templates and/or requisitions to automate entry. Purchase orders can be automatically created from Trackpoint Estimating. Track actual delivery of goods with a receiving process. Automate Inventory purchasing process. Approval by user and dollar value control. Make inquiries, generate reports on outstanding P.O.'s with invoice and payment details. P.O. Import capabilities available.
Service Orders/Work Orders
Create complete, professional service orders for work to be performed. Automatically transfer service quotations to work orders once work is accepted. Track costs in the work order file, then transfer it to Accounts Receivable for invoicing. Automated work ordered, work performed and notes details. Track and sort work order details by job or location, team leader, client, sales representative, reference source. User definable status. Utilize the scheduling feature to assign crews to work orders. Print a cost vs. revenue report for each work order. Automate payroll time tracking by crew or work order.
Service Contract Maintenance
Create contract billing invoices, automatically produce work orders for agreed upon services. Track warranty dates, serial numbers and parts required. Review Service Unit History reporting and scheduled work order details. Utilize the scheduling feature to assign crews to work orders. Print a cost vs. revenue report for each work order. Automate payroll time tracking by crew/work order.
Receive inventory by category and item. Easily transfer out of inventory into job costing. Keep track of multiple suppliers' prices for items. Use average method of pricing. Make detailed inquiries on items by category, quantities-on-hand, or pricing. Use purchasing/receiving to automatically receive inventory for up-to date details. Accounts receivable invoicing automatically creates transfer to job/location costing. Reallocate between locations. Use location/bin structure to track multiple warehouses, trucks and yard inventories.
Explorer Alerts Integration
Automatic notification on date and time sensitive events. Receive email notification regarding credit holds, inventory thresholds, urgency levels, and priority client transactions. Customize the standard set or create new alerts to fit your company's needs. Data merges into your email messages. Send automated responses to your customers and vendors. Track your construction key business indicators. Improve customer service and retain customers longer. Automatic notification of the key indicators to your construction project/service management business needs.
Manage American. and Canadian multi-state/multi-province payrolls. Earning deduction codes are user definable to fit your companies needs. Manage employee details by accounting date, pay period, check date, year-to-date, date range and life-to-date. Generate payroll reports, employee history details and year-to-date reports, job labor cost reports and various government reporting. Payroll Time Sheet entry or import capabilities available. Approved for plain paper printing on W2s/T4s. User friendly payroll report writer for quick detail reports.
Enter data interactively. Track revenue by the job or cost code level with option to display on some job cost reports. Automatically generate invoices, quotes, AIA/progress billings, and cost plus (time and material billing). Make client inquiries, age outstanding balances reports, cash receipt and deposit details. Outstanding reports sort or select by client, job or project manager. Track and release holdback/retention details. Interest calculation and generate client statements. Contract billing options.
Track actual vs. budgeted costs. Summarize a project's gross margin. Make detailed inquiries by supplier, invoice or labor. Information flows from Accounts Payable and Payroll modules. Set up jobs automatically using data from Explorer Trackpoint Estimating. Ability to run job cost reports with charge out rates on labor or equipment. Track WIP with cost type/accounting date automated transfer feature. Forecasting interactive entry and reporting. Master job and job grouping features for reporting. Includes full reporting capabilities with project view drill down report and many standard reports. Job cost posting and job budget imports available.
Cost Plus Billing (Time and Material)
Gather billing information from Accounts Payable invoices, Payroll time sheets, Job Cost, and Inventory data. Maintain separate markup percentages for each job cost type. Include all actual costs incurred, including markups, and transfer details to invoices. Ability to bill on Accounts Payable/Payroll batches that have entered but not processed. User has pre-invoice grid to adjust and modify data before invoicing with many reporting options. Utilize Payroll/Equipment charge out rates. This feature is included as part of the Job Cost module.
Maintain all equipment costs through postings to Accounts Payable and Payroll. Maintain multiple charge out rates for internal and external use. Record period, equipment, equipment-job-to-date, and productivity data. Automatically determine cost recovery status information on equipment: equipment cost history details, $ spent vs. $ earned, etc.
Unlimited views of project costs, labor and material breakdowns. View the estimate via ten work breakdown structures, up to five different breakdowns at a time, in any order. Use the executive summary view to see the complete estimate, add special equipment, material, labor, supervision, living out allowances, taxes, overhead, profit and bonds - right down to the detail level. Use drag & drop to quickly add or remove parts and assemblies from the estimate. Explorer Trackpoint remembers where each part came from and all its associated costs. With the click of a mouse, choose standard or open shop labor rates, single trade or crews, with or without equipment. Automatically create job cost budgets, purchase orders, subcontracts, requisitions and change orders in Pivot. Shared database and parts database with Pivot.