Features
Multi-level passwords: For supervisor/staff/workshop/rep.
Multi-tasking: Load 2 or 3 Worka-B's on your PC screen to allow you to work in more than one place at the same time, such as being able to add a new production item (like a
'1 off' paper) to your items library during an estimate, so the new paper is then immediately available.
Data libraries: For customers/suppliers, papers/materials sizes, production departments, work types, staff, standard texts, customer's products and production items/materials/papers.
Paper Prices Import: Ask us about importing contract paper prices 'Day 1', to start your system right up-to-date.
Most paper file formats (*.txt) (*.xls) (*.csv) (*.mdb) should be acceptable, subject to sight of paper supplier's file layouts. Then use our built-in price update features whenever you need.
Master estimates feature: For fast creation of all types of your own work.
Estimate documentation: For quotes/estimates/re-quote letters with many
price style selections, costing reports and a specification letter for sub-contracted work.
Database storage: For customer history of estimates/quotations/requotes on single and multiple quantities, run-on's and reprints. For live jobs, old jobs + 99 invoices and 99 delivery notes per job
Job documentation: Full job bag, mini departmental job bags,
T-card labels, cost reports, 'Estimated vs. Actuals' reports, item utilisation/week/month/year, order acknowledgement, box labels, invoices and delivery notes with their own audit trails for amounts, quantities and dates.
Job features: Change job quantity after job bag creation. Do jobs for Bookwork, multi-part sets, flat sheet work,
labels on rolls, reel to sheet work - on all size of production machines. View/print jobs progress/job tracking reports. Create purchase orders to suppliers/sub-contractors with retained audit trail within each job.
Estimate/job searches by: Estimate/job No's, customer, date range, price range, work type, job description.
CRM Contact management: To-Do List Diary for estimate follow ups, late jobs/invoices.
Profitability reports: By work type, customer, sales rep, job invoices.
Production items pricing policy price brands: Offers many different charge rates per customer.
Output facilities to link to MS Office: For mail-merge, or to Word, or to Excel. Links to sales ledgers.
Work sheet entry: Enter times/quantities for works staff, against jobs, with daily
audit trail report by operator.
Remote estimating modules: For 99 other PCs, with import routines to update your
Worka-B
office PC.
Software support packages: To suit your expertise.
Free remote training: If you have internet/broadband and the Free www.logmein.com software. Also, we are www.skype.com enabled for Free internet calls during remote training sessions if your PC
has speakers and a microphone.
There are also optional upgrades to the standard £595 package, such as:
Stock control module: Reduces stock at job creation. Gives
low stock warning,
stock movements and stock valuation.
Budget codes module: For use with corporate finance systems.
Bespoke add-on features: To your specification - quoted on request.
Multi-user capabilities: For 2 to 10 PC workstations:
Personal training, 1-to-1 on-site or at our offices: Subject to quotation.
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