Discover a flexible, easy to use application that helps make your business more
efficient.
Flexible, easy to use
Web-based – amend/add information from anywhere
Unlimited Jobs, unlimited Users
Complete control over who has access to what
Your Tasks, actions, files and information stored in one place
File Job related emails in Jobs
No set-up fees or hidden costs
My Account
Your home page is your dashboard to the system. The dashboard contains Main Menu,
Missing Timesheets, Actions and depending on your rights, graphical information
showing WIP and Income.
Tasks
Create a task list or assign a Task Template to a Job. Actions and costs can be
assigned to a Task.
Companies
The Companies/Contact System is flexible and editable linked throughout actalite™
or actaplus™ to each Job so that you can contact Customers/Suppliers easily.
Jobs
Setup and progress all jobs for your customers through actalite™ or actaplus™, from
initial contact, estimating, scheduling, project management, production, timesheet
management, filing job files, and purchasing to invoicing. Tasks and Actions are
created during job setup.
Actions
Action all jobs through actalite™ or actaplus™ with instructions/notes sent directly
by email to the nominated users within your organisation and, if required nominated
users at the customer end. Once an action has been created it is easy to track,
re-assign to another User or complete the action.
Timesheets
Use the timesheet module to record time against a task/action. Entering the Job
number auto-completes customer, job title and description details. Add work code,
description and time. Use the timesheet module to record holidays and absence. User
can see a history of their holidays and absence.
Financial
Add, view and generate reports
Opening Balance – enter data for jobs that were on-going
when you started using the application.
Job Review – provides an overview of all costs and invoices
for
a job.
Work in Progress – costs by module. Also shows invoices
that have not been reconciled.
Reconcile / Offset Invoices – allocate costs to invoice(s)
or offset costs against a different job
Add Invoice – create and email invoices to your customers.
Print - detailed list of all costs and invoices.
Modules
Expenses - allow users to add to jobs, obtain approval
and receive payment.
Mileage - allow users to add to jobs, obtain approval
and receive payment.
Materials – add and allocate to jobs.
Assets - add and allocate to jobs by time period. (half-day,
daily, weekly)
Purchases - add, send to supplier, log delivery, enter
invoice details and upload supplier invoice.
Estimates- create and email to customer for approval.
Mark approved estimate as invoice to customer
Admin
Managed by your actalite™ or actaplus™ administrator. Sets up all your requirements
for the System including Users.
