Features
Ten integrated modules covering the whole of your operations — from the field to invoicing, by way of quotes, inventory, payroll and your accounting bridges.
10
integrated modules
1
single plan, everything included
3
accounting bridges
0
re-keying between your tools
Field operations
Work orders (assignments)
- Two modes to choose from: punch clock (in/out) or keyed timesheet
- Time punching by work order and by task
- Declaration of the tasks worked during the punch
- Materials added by employees (catalogue search, barcode)
- Quantities used, dated and adjustable
- Documents, photos and equipment added on site
- Expenses entered by employees
- Assignment locations available at a glance
- Self-assignment to an available project
- Time & materials project created straight from the field
My day (daily timesheet)
- Start-of-day and end-of-day punch
- Morning, lunch and afternoon breaks entered at closing
- Overall view of the crews' working day
- Employee portal without prices — no sensitive data in the field
Customers and projects
Customers
- All customer information in one place
- Contact list and several addresses per customer
- Separate billing address and job-site address
- Complete invoice history per customer
- Notes and documents on customer records
Three project types
- Time & materials (T&M)
- Fixed price (from an accepted quote)
- Budget-based
- Service calls
Project tracking
- Labour, materials, assemblies, equipment and subcontracting
- Supplier orders and receipts
- Expenses and extra charges
- Automatic, configurable project numbering
Project invoicing
- Progressive billing: each invoice bills only what has not been billed yet
- By percentage of completion, by period, or extras only
- Correct an invoice from the current state of the project
- Protection against double billing across invoices
- Credit notes that return items to inventory
Human resources and planning
Employees
- Personal information and wages
- Raises, training, expenses and documents per employee
- Levels (Apprentice 1 to 4, Journeyman)
Rates and costs
- Versioned rate tables — the rate follows the project date
- Time worked by day, week, month or year
- Hour bank: anything beyond 40 h a week goes to the bank automatically
Foremen and crews
- Crews assembled and confirmed
- Supervision and daily odometer readings
Schedules
- Crew schedule planning
- Calendar view and optimised resource allocation
Quotes and sales
Quotes
- Summary, detailed, price-free or descriptive
- Labour, materials, equipment and subcontracting
- Assemblies to speed up preparation
- Several quotes per project, several options (scenarios) per quote
- Billing by option
- Pricing policies and margins (fixed or by price bracket)
- Breakdown by category and by budget
- Turned into a project with no re-typing; duplication supported
- Professional PDF and email delivery
Inventory, equipment and products
Products
- Comprehensive catalogue with hierarchical categories
- Barcodes for scanning on projects
- Serial numbers, minimum and maximum thresholds
- Supplier price book
- Configurable unit-price decimals
Inventory
- Ins and outs, precise quantity tracking
- Item locations (where it sits in the warehouse)
- Inventory report
Equipment and tooling
- Maintenance tracking
- Hourly, daily, weekly or monthly rate per piece of equipment
- Location on projects
Suppliers and procurement
Suppliers
- Supplier contacts and relationships
- Price book
- Smoother procurement
Purchasing and receiving
- Purchase orders (to a project or to inventory)
- Receipts, including receiving straight from the purchase
- Product history and journal
- Supplier invoices — real cost, subcontracting included
Review, approval and invoicing
Approval
- Interactive dashboard to approve what is pending
- Timesheet approval
Invoicing
- Labour, materials, equipment, subcontracting and charges
- Display modes: detailed, price-free, summary, by period, by category, custom
- Configurable wording for labour lines
- « Hide labour hours » option
- Payment requests
- Tracking of paid and outstanding invoices, credit notes
Payroll and reports
- Excel payroll reports
- Account statements by email
- Project progress and invoices created
- Product barcodes and inventory report
Integrations and automation
GNAK punch-out — Lumen
- Automatic synchronisation of punch-out orders
- Orders assigned to projects
- Lumen.ca carts turned into quotes
- Automatic ordering for accepted quotes
- Lumen product prices are always current in the software
Accounting bridge
Sage Cloud, QuickBooks, Acomba
- Customer and supplier synchronisation
- Invoices and credit notes pushed across
- Supplier invoices pushed across
- Zero re-keying — fewer errors, less time lost
Platform and security
A modern foundation
- Web and desktop application (Windows, macOS and Linux to come)
- An intuitive, mobile and scalable solution
- Every company isolated and secured
- Roles and permissions per feature
- Free 30-day trial, no credit card
- A Québec family business, designed in Abitibi-Témiscamingue
Convinced?
Try GNAK Assist right now, or contact us for a personalised walkthrough.