Epitome Jobs for Solar. Solar ERP for MYOB & QuickBooks
With higher energy costs now affecting every household and business in Australia, it is no wonder the Solar industry is one of the biggest growth sectors in Australian business.
If your Solar Sales, Service & Installation business is using MYOB, Quickbooks or Sage and you're finding that the business is using far too many separate spreadsheets & apps to support lead management, solar quoting & job orders, job costing, installation scheduling & tracking - then you've arrived at the right place.
With Epitome's Job for Solar job costing and scheduling software you'll get more of your Solar Sales & Installation business into one integrated platform. Epitome Jobs for Solar will help you:
- Manage Campaigns, Leads & Sales Inquiries from Public, Web and Installers using our CRM & Call Centre Module
- Manage Serialised Inventory & Kits (Panels, Invertors, Railings) for Solar Equipment Supplies
- Create Quotes from Pre-Scoping Documents & Attach to Quotes/Orders
- Handle Deposits & Create Purchase Orders for Equipment (meters etc) from Job Order
- Schedule Jobs & subbies with the Drag and Drop Scheduler
- Automate Complex Commission & rebate Calculations & Data Entry
- Forecast & Check Order Entry Availability for Planned Jobs
- Manage & Pring Job Cards for Installers. Record Meter/Equipment Serial Numbers Issued to Jobs
- Communicate Job Information with Customers & installers using CRM and Email Integration (We call it ÏnTouch")
- Compare Actual Job Costs (including Subbies) with Planned Costs & review W.I.P and Costs-to-Complete
- Be Easily Alerted to Higher Costs & Time. Analyse Job Profitability Quickly using Reports, Views & Pivots
- Store Job Contracts, Documents & Images with Customer, Purchase Orders & Job Orders
- Create Projects of Multiple Solar Installations & Invoice by Project
- Manage Job Invoicing using Direct, Batch or Scheduled Invocing Methods
- Set Job Sales Budgets and Compare Past & Actual Job Sales
- Use our Web Services Technology to enable Field Mobility Solutions for Customers & Installers
- Epitome's Jobs for Solar Solution Integartes Seamlessly with MYOB, QuickBooks & Sage Financials
With Epitome Jobs for Solar you will be more efficient & productive as more of your Solar business processes are integrated into one platform. Improved efficiency & productivity can lead directly to the lowering of business operational costs.
Epitome Jobs for Solar software is based on Ostendo's sophisticated Enterprise Resource Planning (ERP) technology. This ensures that your Solar Projects and Jobs, Customer Servicing, Equipment Tracking, CRM, Purchasing & Internal Jobs are all related processes that ensures staff and management . . .
- Spend Less Time Duplicating & Updating Information in Other Systems.
- Record, Automate and Find Information Quickly using CRM, Jobs, Inventory & Purchasing
- Get Automatically Alerted to Job & Inventory Over-Runs &/or Shortages
- Check Costs & Progress of Job Installaions and Invoice More Accurately
- Make Better Business Decisions using Job Reports, Schedules, Dynamic Report Pivots and More . .
Your Epitome Jobs for Solar solution includes the following:
- Epitome Crane/Equipment Hire Licences including the Epitome Business Pack (EBP):
- Project Management Resources to Internally Manage Your Solar ERP Implementation
- Video Training for 24/7 Use (No need for re-training)
- InTrak Visitor & Staff In/Out Registration & Labelling (OH&S)
- InTouch Automated Outlook/CRM/Ticket Integration for Managing Client, Staff and Supplier Email Communications
- Epitome's Ostendo Extensions for Improved Reporting & Management/Staff Report Scheduling
- We additionally quote for our Accelerated Deployment Method (ADM) which is a FIXED PRICE quote for our Consulting & Project Management services to configure, build & install your Jobs for Solar solution ready for testing.
- We also quote and provide for "Go-Live" assistance to assist the various Departments of your organisation synchronise the switchover to Epitome Jobs for Solar. This includes assistance with Financial Mapping to MYOB & QuickBooks, Inventory Count procedures if applicable, Accounts Receivable, Purchasing and Creditors.
- Epitome Jobs for Solar & Ostendo software updates via our Yearly Maintenance Renewal agreement, and options for Yearly or Packaged Support Time Blocks.
Epitome Software provides professional level consulting and support services through our well resourced National Help Desk & Development facility.
We also have a highly competent team of developers, ensuring our Jobs for Solar customers can always tailor their package to suit very specific requirements, especially important as your organisation grows and changes business processes, or whenever regulatory changes ocurr within the solar industry .
Epitome Software is Ostendo's LEADING Australian Centre of Excellence. That's because we use the Ostendo ERP platform EXCLUSIVELY for our range of business process solutions. We have the largest team of developers for the Ostendo product in Australia, and are in constant communication with Ostendo consulting on product enhancements and improvements.
Upon engagement with our clients, Epitome Software:
- Consults with Your Key Stake-Holders & Documents Your Business Processes
- Arranges an Agreed Sign-Off by Client & Epitome Software
- Commences our Fixed Price Accelerated Deployment Project
- Migrates Your Excel and MYOB/QuickBooks Data
- Configures, Builds & Tests Your Jobs for Solar Package for You
- Delivers Your Jobs for Solar Database for Your Testing
- Assist You with Your Go-Live Phase
- Provides On-Going Support & Training Services with Optional Support Packages
Call Epitome Software on 1800 776 498 or use the Contact Us link below for further information
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