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February 07, 2020
Contracts Job Costing Forecasting Process Guide published
This document explains how to setup the Contracts and Job Costing Modules so that the Contract Job Costing Forecast report can be run to show Outstanding Purchase Order Costs in Weekly, Monthly or Quarterly time buckets for cashflow planning purposes.
To make use of the Contract Job Costing Forecast report, the Contracts & Job Costing modules for the dataset should be configured consistent with the BusinessCraft Residential Building Tutorial. Additional configuration required includes:
Create TMR Codes for the purposes of running the report
Link Cost Centres to those TMR Codes
Link those TMR Codes to Sale Group Stages
The estimated cashflow outflow for each Outstanding Purchase Order is determined by using the Cost Centre for the Purchase Order, looking up the TMR Code for the Cost Centre, using that TMR Code to determine the Sales Stage for the Sale Group for the Contract and then using the Forecast/Registration Date for the Completion Event for the Sales Stage for the cash outflow, optionally extended by the Payment Terms for the Purchase Order Vendor.
This guide explains this additional configuration in detail before explaining how to run the Contract Job Costing Forecast report.
Related Document: Contract Job Costing Forecast Report
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February 05, 2020
Equipment Register Process Guide published
BusinessCraft provides a wide range of functionality to address the requirements of handling the costing and invoicing of equipment including:
Dry Hire (no operator) – Equipment Hire Module
Wet Hire (with operator) – Service Industry Module
Self or Customer Owned Plant Maintenance– Plant Module
Periodic Maintenance and Maintenance History– Plant Module
Equipment provided as part of a Job – Equipment Register
This document focuses on use of the Equipment Register to handle the tracking, costing and invoicing of Equipment when used on a job that usually also includes the supply of labour and/or materials.
The BusinessCraft Assets Module caters for both depreciable assets (which can also be considered equipment) and non-depreciable equipment. Equipment is identified in the Asset Register by setting the Equipment Reg field to Y, assigning an Equipment Code and Equipment Type.
Related Document: Equipment Register
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January 31, 2020
Sale Group Modules now available in Contracts
The purpose of Sale Group Modules is to address the problem of creating and maintaining multiple Sale Groups that comprise full workflows but are very similar in content as well as catering for the ability to swap defined segments of workflows in a streamlined manner.
Instead of creating those Sales Groups with a lengthy list of Events and Event Dependencies, BusinessCraft provides the option to use Modules which are Sale Groups in all aspects other than the Module flag for those Sale Groups has been set to Y and they comprise clearly identified segments of the overall workflow. This enables those Sale Groups to be selected as forming a part of one or more Sale Groups.
For example, it might be considered too time consuming to create and maintain a House Build DA Sale Group and a House Build CDC Sale Group which are exactly the same other than for a small section of the workflow. For example, some contracts may require Planning and others do not or some require additional Drawings and others will use existing drawings or the Sales process may vary depending on whether it is using CDC or DA.
Related Document: Contract Tables
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January 17, 2020
BusinessCraft Tradie Product Guide published
The Tradie Application enables customers to provide controlled mobile device access to their BusinessCraft systems.
When installed and with authorised access, third parties such as subcontractors can use the Tradie App to :
View/search for available jobs
View contact details for those jobs
Find Job Addresses and get directions using integration to Maps app
Make phone calls using integration to Phone app
Send emails using integration to default Email app
View Job Scope of Works and link new or existing photos to Job Scope
View and add Notes to jobs
Take photos and link to Jobs using integration to Camera app
Link existing Photos to Jobs using integration to Photos app
Related Document: BusinessCraft Tradie
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October 11, 2019
Contract Refunds Product Guide updated
The Contract Refunds Product guide has been rewritten to explain configuration, scenarios and EFT processing of contract Refunds in more detail.
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September 13, 2019
Contract Processing Guide published
This guide provides details of the functionality contained in the Maintain and Transactions menus within the Contracts Module.
For an overall process flow please read the Residential Building Tutorial.
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August 14, 2019
Banking Console Product Guide published
The Banking Console is used to manage and reconcile Cashbook Module bank accounts including adding bank transactions from bank statements when not already in the Cashbook.
Bank Statement transactions can be populated within the Banking Console either from the Cashbook Module or by importing a .QIF file.
In the near future, an option will become available to populate bank transactions automatically from overnight bank feeds.
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July 18, 2019
Service Requests Product Guide published
The BusinessCraft Contracts Module provides the option to createService Requests which enable the recording and tracking of service and maintenance requirements in relation to the Contract to which the Service Request is linked.
Prior to using Service Requests for the first time, it is recommended that the sections of this document related to Service Request Tables and Service Request Setup and configuration are reviewed to ensure Service Requests are setup suitably.
Related Document: Service Requests
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June 25, 2019
BC Timesheets Product Guide updated
The BC Timesheets Product Guide has been completely updated including a new section explaining how to implement Employee/Manager security for BusinessCraft Timesheets.
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June 20, 2019
BC Go Installation Guide published
BusinessCraft offers BC Go for use in the field for certain Contracts Module activities. BC Go is designed to sync data between the BusinessCraft server and remote devices. The application is designed primarily for use by Building Supervisors or other field staff in the construction industry that are required to work offline due to communication services not reliably available where they normally work. As a connection becomes available the data recorded offline can be synced back to the server and updated information available from the server is synced back to the remote device.
BC Go was previously referred to as the Onsite Console and/or the Offline Construction Manager.
Related Document: BC Go