For construction companies, there has never been a more opportune time to upgrade your technology. With over 500 construction clients and a dedicated practice providing technology, CPA, tax and advisory services, whether you pursue a complete business transformation or are looking for greater process efficiencies and cost control, we can recommend your best course.
Sikich Business Central for Construction provides construction companies and related industries with an integrated construction software solution. Built on Microsoft Dynamics 365, Business Central for Construction integrates your critical billings, estimating, documents, project management, labor, and financial information into one place; so, you can better manage budgets, schedules, field activities, customer relationships, and the bottom-line.
Discover how Business Central for Construction handles everything from finances to job quoting, job cost, subcontract management, resource management, progress billing and project management in a single, cloud-based system that helps everybody in the company manage their activities and report on the state of the business.
Create Purchase Orders by job or combine multiple jobs on Purchase Orders by Vendors.
Manage original, adjustments, change order, and sub-level values.
Compares budgeted costs, actual costs, variance, and percentage of variance.
Based on percentage of budgeted cost, units complete by job or individual task codes. Allows for creation of estimated cost to complete for recognized revenues & projected profits.
Tracks actual cost, customer billings, payments received by current period, year-to-date, and job-to-date.
Organizes and allows for master job, sub-jobs, change orders, extra work orders, or proposed work in a flexible and user-definable format.
Job Card CRM are directly related and identified as contacts into system database i.e. owners, contractors, construction managers, architects and engineers.
Compiles location, type, estimator, project manager, persons responsible, job status,% complete, back log, estimated start and finish dates, burden, and certified payroll into one place.
Bill customers based on progress of a project, by either percentage, units, or lump sum for each contract line.
Easily change or reverse progress billings and their impact on job, financials, and customer billings.
Generic Progress Billing by Schedule of Value (Contract) – Bill by %, Work Units, Lump Sum$.
AIA G702 Progress Billing (American Institute of Architects)
Document.
AIA G703 Progress Billing – Continue Progress Billing continuous
detail sheet.
Create reports based on subcontract status by either job or vendor codes, and subcontract invoices and payments.
Generate subcontract agreements in Microsoft Word, get budget estimates and import subcontract tasks.
Track original subcontracts, change orders, create purchaseorders for vendors, and manage documents.
Organize subcontractors by vendor ID or job number,
linking job task.
Generate Progress and Final Lien Waivers with job, vendor,
and payment information referenced.
Ability to pay subcontract invoice when customer pays invoice.
Track insurance coverage and expiration date with alerts during vendor payment process.
Create Job Forecast Worksheet Reports, which estimate “Cost to Complete” analysis by percentage, units, or dollars.
Keep track of usage on jobs and data for invoicing the customer, manage both fixed-price jobs and time-and-materials jobs, create scheduled and budgeted job plans, and stay on track with suggested Work in Progress and Recognition postings.
Integrates the Service, Jobs, and Basic Resources modules to make for flexible time registration.
Plan and manage capacity and sales usage statistics and profitability of resources, while monitoring resource usage to get a complete overview of your availability and costs for each resource.
Manage alternative costs for resources and resource groups with the ability to define as many work types as you need.
Plan and manage capacity and sales usage statistics and profitability of resources, while monitoring resource usage to get a complete overview of your availability and costs for each resource.
Set-up jobs, enter time sheets, and log job journals with ease using the project manager role center to quickly access common tasks, charts, and lists.
Ease of communication with international companies with multiple currency invoices.
Keep track of resources and prices, register and sell resources, and allocate resources to specific jobs.
Register your after-sales issues including service requests, services due, service orders, and repair requests.
Set up, maintain, and monitor your service prices based on parameters you set – such as the service item, service task, or type of fault-for a limited period of time, or for a specific customer or currency.
Manage approvals, receive notifications, and allow process automation to ease business processes and allow for facilitated decision making.
Maintain information on contract history, contract renewal, contract templates, warranty details, service levels, contract profitability, and generate contract quotes.
Assign personnel to work orders and log details such as work order handling and work order status.
Dispatch and manage service personnel and field technician information, and filter according to availability, skills, and stock items.
Simplified CRM you can access from your mobile device, giving you 24/7 access to contact management, interactions, and sales opportunities.
Sort your contacts into categories, and automatically classify your customers based on criteria you specify, allowing you to target contacts for campaigns.
Maintain an overview of your contacts, record contact information for all business relationships, and personalize your approach to them.
Keep track of and manage sales opportunities by sectioning your sales
processes into different stages.
Synchronize your to-do items and your contacts in Microsoft Dynamics 365 Business Central with meetings, tasks, and contacts in Outlook.
Create to-do lists for yourself and assign tasks to other users/teams of users.
Record all interactions with contacts – e.g. telephone calls, meetings, letters.
All the basic functionality necessary for setting up a company and posting to the general ledger, chart of accounts, general journals, VAT facilities, recurring journals, and source codes. Allocate entries to combinations of accounts, departments, and projects based on amount, percentage, or quantity.
Extract the most essential business data from the chart of accounts,
budgets, cash flow accounts and cost types into financial reports to monitor the health of the business and ease decision making.
Set up deferral templates that automate the process of deferring revenues and expenses over a pre-defined schedule.
Manage cycle counting, a basic method of verifying inventory record data used to maintain and increase inventory accuracy.
Manage accounting for more than one company in the same posting process, send documents to partner companies.
Manage bank account information with multiple currency capability, manage electronic payments and direct debits, reconcile incoming and outgoing bank transactions, generate computer printed checks, and reconcile bank statement data automatically.
Predict how a company’s liquidity-cash and other treasury positions-will evolve over time, consisting of cash receipts and cash disbursements.
Establish an unlimited number of reporting dimensions with the capability to establish rules for validations (e.g. combinations) that increase the reliability of outputs based on those dimensions.
Keep track of fixed assets such as buildings, machinery, and equipment and stay updated with various fixed-asset transactions: acquisitions, depreciation, write-downs, appreciation, and disposal.
Post sales transactions in journals and manage receivables; register
customers and manage receivables using general journals with the
capability for multiple currencies for each customer.
Set up multiple ship-to addresses to accommodate customers that have more than one site to which orders can be shipped.
Monitor resource usage to get a complete overview of your availability and costs for each resource.
Calculate Sales Tax and Use Tax and set up individual tax areas for each customer and vendor.
Create sales return orders to compensate a customer for wrong or damaged items.
Manage sales quotes, blanket sales orders, and sales order processes including shipments and deliveries.
Ship and invoice separately, manage partial shipments, and create prepayment invoices for sales orders.
Managers approve employee time entries before processing.
Establish wages and benefits by job and skill where the employee will
automatically be paid the higher of ”Home Wage rate” or “Job Wage rate”, and include benefit differentials as well.
Create Burden for labor posted to jobs – such as: Taxes, Insurances, other burdens.
Create easy reports e.g. Payroll Prooflist, Payroll Test Report, and Certified Payroll Report (WH-347).
Choose between an internal payroll option or integration with a payroll service: ADP®, Paychex®, Kenek® and Paylocity®.
Integrates with HCM (Payroll) Serenic and PayMate (Clarity).
Import processed Weekly Payroll Register back in to ProjectPro for “Certified Payroll Reports.”
Mark up job expenses by job, customer, or company by labor, material, subcontracts, equipment, excess burden, etc. Define custom markups by percentage, a fixed rate, additional amounts, and more.
Ensures accurate data and reduces company error.
Generates time and material invoices as needed.
Set up and maintain a vendor table, post purchase transactions in a journal, manage payables, and generate vendor ledger entries using general journals.
Facilitates purchases by integrating an enhanced payment process (through subcontracts, pay-when-paid, and change order transactions) with order and invoice forms availability and costs for each resource.
Enhanced retention of tracking and accounting services.
Create a return order for wrong/damaged items.
Generate optimal suggestions for replenishing inventory through purchases and transfers based on the item’s current and future demand and availability.
Manage purchase quotes, blanket orders, purchase order processes, partial receipts, resources, and job specific purchases as well as create prepayment invoices.
Handle order shipments directly from the vendor to the customer without having to physically stock items in your inventory while still keeping track of order costs and profit.
Set up multiple addresses to manage orders from vendors that have more than one site from which they ship orders.
Enhanced retention of tracking and accounting services.
Set up items that you carry in your stock and specify their unit of measures, costing method, inventory posting group, unit cost and price and other properties.
View sales dynamics, analyze inventory turnover, evaluate customer buying behavior, spot trends, and reconsider product offerings, prices, and vendors to make informed business decisions.
Include the value of additional cost components such as freight or insurance into the unit cost or unit price of an item.
Calculate inventory required for min/max, sales orders, manufacturing, jobs and services.
Offer items to customers that are not part of your regular inventory but that you can order from the vendor or manufacturer on a one-off basis.
Quickly and precisely identify the items a customer is ordering on the basis of item numbers other than your own.
Organize your warehouse by assigning items to bins, the smallest unit in the warehouse logical structure.
Manage cycle counting, a basic method of verifying inventory record data used to maintain and increase inventory accuracy.
Make sales and purchase budgets on customer, vendor, and item levels, and in both amounts and quantities.
Manage the purchase of the same item from several different vendors by associating price, discount, & delivery agreements for that item specific to each vendor.
Link items with the same or similar characteristics so that if a customer orders an item that is unavailable, you can offer substitute items and avoid losing the sale.
Plan and manage capacity and sales usage statistics and profitability of resources, while monitoring resource usage to get a complete overview of your availability and costs for each resource.
Manage and track serial and lot numbers, assigned either manually or automatically.
Maintain accurate and up-to-date, inventory costs in the same way as you’d use an Excel spreadsheet.
Advanced features match purchase invoices with existing purchase orders.
Define new document types and fields that are relevant to your business.
Attach any file or email to any record in NAV.
PDF files are fully indexed allowing full-text searches through all document data.
Streamline and automate every step of daily document handling – from receiving and registering a document,
to approval, posting and ultimately retrieving previously processed documents from the digital archive:
Time Entry, Service Item Details, Service Tasks and Dictionaries, Take a Photo, Add Items, Finish Service Order.
For over the last 35 years, Sikich has helped hundreds of Construction and related companies meet their strategic goals, grow their business, and achieve successful project outcomes. Behind our digital practices sits one of the largest and most reputable accounting and advisory businesses in the US. Sikich has an experienced and skilled management team dedicated to construction and related industries and understands the challenges you face. Our technology clients have full access to services like investment banking, business valuation, tax and accounting.
Sikich meets your company where you are today and helps you get to where you want to be, with a broad range of business services to help you throughout the life-cycle of your business.
