Needs AnalysisPlease fill out this form as completly as possible so that we can get a better understanding of your business and be able to present solutions that fit your companies business requirements.
Company *
Primary Industry focus Commercial GC Concrete Crane Demolition Developer Drywall Electrical Excavation Fence|Wall|Gate Fire Systems Flooring Framing|Carpentry Glass|Window Heavy|Highway HVAC Industrial GC Landscaping Lumber Manufacturing Masonry|Stucco Mechanical Plumbing Residential GC Roofing Stairs|Doors|Trim Steel Erection|Fabrication Utility Other Residential GC HVAC Plumbing Electrical
Seconday industry focus Commercial GC Concrete Crane Demolition Developer Drywall Electrical Excavation Fence|Wall|Gate Fire Systems Flooring Framing|Carpentry Glass|Window Heavy|Highway HVAC Industrial GC Landscaping Lumber Manufacturing Masonry|Stucco Mechanical Plumbing Residential GC Roofing Stairs|Doors|Trim Steel Erection|Fabrication Utility Other
Tertiary industry focus Commercial GC Concrete Crane Demolition Developer Drywall Electrical Excavation Fence|Wall|Gate Fire Systems Flooring Framing|Carpentry Glass|Window Heavy|Highway HVAC Industrial GC Landscaping Lumber Manufacturing Masonry|Stucco Mechanical Plumbing Residential GC Roofing Stairs|Doors|Trim Steel Erection|Fabrication Utility Other
Annual Revenue < 1 Million 1-5 Million 5-10 Million 10-25 Million 25-50 Million 50-150 Million 150+ Million
# Accounting Staff
# Project Managers
# Estimators
# Field Employees
# IT Staff (or outsourced)
When are you looking to make a software purchase? Yesterday 30 Days 60-90 Days Year End When we are ready
When do you want to have your software up and running? Yesterday 30 Days 60-90 Days Year End When we are ready
How would you classify the software you are looking for? Scooter Kia Toyota Cadillac Lexus Mercedes
What is your realistic expectation for software and training costs? <5,000 5,000-15,000 15,000-30,000 30,000-50,000
Please let us know the top 3-5 reasons you are looking for a new solution.
Who are the decision makers?
Preferred demo time (1st) Monday AM Monday PM Tuesday AM Tuesday PM Wednesday AM Wednesday PM Thursday AM Thursday PM Friday AM Friday PM
Preferred demo time (2nd) Monday AM Monday PM Tuesday AM Tuesday PM Wednesday AM Wednesday PM Thursday AM Thursday PM Friday AM Friday PM
Accounting Manager
Estimating Contact
Project Managment Contact
Service Manager
Purchasing Manager
Accounting Software
Estimating Software
Take Off Software
Project Mgmt Software
Scheduling
Service Management
Scanning
Human Resource Mgmt
What accounting method(s) do you use? Cash Acrual *
When is your fiscal year end? ... *
Do you have multiple tax entities? Yes No
Do you need to process inter-company transactions? Yes No
Do you currently close out each month? Yes No
Do you require consolidated financial statements? Yes No
Additional requirements or comments
How many active jobs do you have?
How long does the average job last?
What is your job cost code structure? CSI 16 divisions CSI 48 divisions Proprietary format What are job cost codes?
How many active vendors do you have?
Do you process 1099s for your vendors? Yes No
When do you enter AP invoices? As Received Batch
Do you need to post invoices to multiple jobs? Yes No
Do you track vendor insurance certificates? Yes No Need to
Do you ever need to put an invoice or distribution on hold? Yes No
Do you ever create joint checks? Yes No
Do you track lien waivers? Yes No
How involved are your project managers in approving invoices? Do not approve invoices Approve some invoices Do not approve invoices Should be, but aren't
Do you create printed agreements for you subcontracts? Yes No
Do you track invoices against POs and Subcontracts? Yes No Need to
Do you withhold retainer on subcontractor draw requests? Yes No
How do you currently bill your clients? Progress Bill Lump Sum Cost+ T&M
What is your billing frequency? Daily Weekly Bi-weekly Monthly ???
Do you produce AIA billings? Yes No
What AIA forms do you use?
Do you need to create custom billing statements for customers? Yes No
How do you feel this process can be improved?
How do you process payroll? In-house Outsource No Payroll
How often do you process payroll? Weekly Bi-Weekly Other
Do you do direct deposit? Yes No
Do you have any unique payroll requirements? Certified Payroll Unions Other
Do you do work on states other than your local state? Yes No
Do you job cost your labor? If so how? Direct Labor Labor + Burden Don't but need to I don't understand the question
What type of payroll deductions do you require? 401(K) Section 125S Health/Dental Allowance Other
Additional requirements and comments
How would you describe the time required to research and create reports? little or no time could be faster Embarrassed to say
Upload sample report
Do you have a server? Yes No
Please describe your server specs from above.
How many computer workstations do you have? 1-5 6-10 11-20 21+
Please describe the operating systems and versions of your workstations.
What other software solutions do you have installed on your server or network?
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