iQ Functionality & Features

Electronic Whiteboard

Standard Functionality:

• Plan & Allocate Jobs
• Send Job information to Operatives via SMS
• Reconcile and Store Jobsheets
• Missing/Unsigned Jobsheets tracking
• Review Jobsheets, price & comment
• Invoice jobsheets & 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

Plus Enhanced WhiteBoard Functions

Whiteboard:

• Integration with Satellite Tracking with location and speed identifiers
• Map display click through function (Rastrac)

Quotations:

• Generate preformatted Quotations
• Include standard operations & text
• Add custom operations as text & value
• Append Terms, Conditions, Method & Risk Assessments
• Archive sent quotes against Client
• Track status of Awarded, Outstanding and Lost Quotes

Site Costs:

• Manually allocate costs against individual Sites (eg: hires, parking, plant fuel & other values)

Financial Reports:

• 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 (Outstanding/Awarded/Lost)
• New business performance indicator – cost:profit ratio
• Monthly Gauges: Shifts/Invoices/Shift Recovery
• Allocate invoice retentions against sites & report

Document Management & Storage:

A 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
• All documents are archived and visible to searches
• Outlook email and attachment logger function
• Outlook Task creator linked to logged correspondence

Inventory Management - Part Tracker Module

Full inventory tracking:

• Location stockholding
• Operative costing & reports
• Plant and Vehicle maintenance history & costs
• Remote stock checks
• Vehicle fuel allocation to cost centre
• Miscellaneous cost addition to operative cost report
• Missing items report
• Plant lists creation
• PPE issue records

Financial Integration – Sage Module

IQ integrates to Sage Line50 to provide a seamless method to enter invoice values from the system invoice/valuation module.

Line50 and other Sage/financial software would remain the principal financial recording, banking and payroll packages for clients, IQ will provide input to reduce double keying and simplify process for staff for operational costs & value input.

Satellite Tracking Module


IQ integrates with the Rastrac vehicle satellite tracking system and Minor Planet software (where permitted).

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.

Timesheet Module

The system will produce 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 will soon be available as an onscreen database to record ‘actual’ values after comparison with manual information, searchable on date range historically and print results on demand for manual entry to payroll processing packages.

(available q3 2008) Full integration with Sage Payroll is being investigated.