JobView includes built-in audit trail functionality that cannot be shut off. All transactions processed in JobView are recorded and can be accessed if necessary. User security is set for each employee - with each system user assigned system access based on their position - and can range from view-only access to full system access, as well as specific feature access within each module.
Construction/Contractor-Specific Features - 4.5 Stars
JobView allows users to import job estimates from a variety of sources, including other databases and third-party software applications. Budgets can track costs by groupings such as Labor, Material, Subcontracts, Equipment, and Other (categories and can be modified as needed). The new job option in JobView provides users with a useful tool for entering detailed information for each job, such as jobsite, billing, phases, and any pertinent certifications.
Users can review the Project Management Overview for quick access to job progress and current phases as well as budgeted, actual, and costs for each job. The 'as-of' reporting option allows job supervisors and project managers to view job progress and costs as of the date specified. A built in Projections and Modeling function allows users to easily forecast job expenses 36 months in advance.
Change order processing is available and amendments can be tracked using multiple criteria. The AP module tracks detailed information on insurance expirations, vendor payment terms and 1099 information. The built in Contact Manager function allows users to track projects, prospects and upcoming issues, and easily integrates with the AP, AR and Payroll modules. JobView also contains numerous user-defined fields for storing custom information.
JobView's Inventory Warehousing module allows users to manage inventory in multiple warehouses. Users can assign multiple pricing levels to vendors or for each item maintained in inventory. The Purchase Order module provides users with a warning when potential expenses may exceed the current budget. The Equipment Costing module allows users to keep track of equipment data including user, hours in use, income received from usage, etc.
Reporting & Management Tools - 4.5 Stars
JobView contains an excellent report-generator, creating numerous standard reports that can be easily customized as needed. The DataView custom report writer is also available in JobView for those requiring specialized reports. Company overview screens also provide users with overall financial performance indicators, as well as detailed financial information about individual jobs. Management reports can be geared toward the appropriate staff member, displaying only the information needed.
The AR module easily handles AIA invoicing, and the Contact Manager allows users to create templates for vendor and customer correspondence. The Electronic File Cabinet, an add-on module, allows users to attach customer and vendor documents, photos, contracts, and files to system transactions and provides electronic access to these documents to necessary personnel. JobView is currently developing a remote access version of JobView and expects to have it available in the near future. Reports can be easily emailed to customers and vendors or exported using a variety of file formats.
Integration/Import/Export - 5 Stars
The product's import and export capabilities allow users to import transactions and other data in batches from some third party estimation, electronic time clock and payroll applications. Users can also export data using a plain text (*.TXT) format. As a completely integrated system, all JobView modules work together, and users can scale up to a more powerful version of the product or add additional modules as needed. JobView offers a wide range of other tools, including Point of Sale, ODBC, Credit Card Processing, and Electronic Import/Export modules.