iQ Foundations  
Standard Functionality & Features

sme business process softwareiQ contains a broad range of standard functions to ensure you gain maximum benefit from our core software.

This includes complete job lifecycle management from quote tracking and related correspondence, to job scheduling and storing the signed off completion paperwork and, preparing and sending an invoice.

Every operation can be carried out online over your broadband internet connection without any onsite installed software or hardware to look after.

All you need is a standard pc with an internet browser.

Electronic Whiteboard
virtual whitebaord scheduling
  • Plan & Allocate Jobs
  • Send Job information to Operatives via SMS
  • Reconcile and Store Jobsheet's
  • Missing/Unsigned Jobsheet's tracking
  • Review Jobsheet's, price & comment
  • Invoice jobsheet's & archive invoices
  • Personnel & Job Allocation reports
  • Unavailable Period display & Notes
  • Holiday/Time Off recording
  • Labour cost automatically allocated against site
  • Report by Client/Site: Cost & Profit Gauges
  • Integration with Satellite Tracking providers to show location and speed
 
 
Document Management & Storage

online document storageA simple database structure and interface to enable Correspondence management and storage.

  • Maintain Client contacts organised by Company and Sites
  • Store documents against Company & Site & Site Contact
  • Upload invoices against site for inclusion in valuations
  • Store Jobsheet's electronically
  • All correspondence is visible to searches
  • Track status of Awarded, Outstanding and Lost Quotes
 
Site Costs & Financial Reports
site cost register
  • Labour cost per job type allocated automatically
  • Manually allocate costs against individual Sites (eg: hires, parking, plant fuel & other values)
  • Site Costs reports by Contractor/Site and type totals
  • Upload and link scanned supplier invoices to site cost entry
  • Site Costs by Contractor/Site and type totals
  • Client & Site shift reporting, with profit value and percentages
  • Quote values & Profit per quote
  • Quote report by Client and Contract Manager
  • New business performance indicator – cost:profit ratio
  • Monthly Gauges: Shifts/Invoices/Shift Recovery
  • Allocate invoice retention's against sites & report
 
Satellite Tracking Module
whiteboard satellite tracking integrationIQ integrates with the Rastrac vehicle satellite tracking system and other provider software where permitted, such as Cybit and Tracker UK.

Vehicle movement status, speed, street location are displayed on the whiteboard alongside the operative that vehicle is allocated to. A click thru function opens a street map browser window with that vehicle at its centre.

By entering operative home and client/site addresses into the satellite system, indicators for ‘location name’ can be enabled on the whiteboard using the geofence information within the tracking system.

satellite tracking integration

 
Timesheets
timesheets outputThe system produces pre-printed weekly timesheets for comparison with operative submitted claims for time worked. This ensures no jobs have been ‘missed’ from other parts of the system.

Timesheets are produced using job type and company information from the whiteboard, plus satellite tracking start-end-location data.

This module is also available as an onscreen database to record ‘actual’ values after comparison with manual information, searchable on date range historically and print results.

 

   
 
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