Clients & Supply Chain
EasyBuild Clients module supports your marketing and CRM activities quickly, effectively managing communication with existing and potential customers.
- Support all marketing and customer relationship management activities with combined ERP and CRM, for easy management of multi-contact and note-taking facilities across the entire application
- Applications and invoicing support for standard and cumulative invoices based on architect or other valuation certificates
- Construction industry drill-down and reporting for outstanding retention monies, in addition to standard debtor management and drill-down/reporting
- Attach multiple documents to Clients and Client Transactions
- Automatically create quarterly/yearly ground rent invoices for house-builders
Manage existing and potential professional consultants, such as Architects and Structural Engineers and their contacts.
- Combined multi-contact and note-taking facilities across the application for all professional consultants
- Create consultant orders and track professional indemnity insurances
- Access certificate payments to consultants, account enquiries, cumulative balances and creditor reports
- Attach multiple documents to Consultants, Consultant Orders and Transactions
Place enquiries, orders and variation orders and process payment certificates with subcontractors quickly and efficiently.
- Multi-contact and note-taking capabilities for subcontractors
- Ability to store and search for multiple trades against subcontractors
- Enter subcontractor payment certificates quickly and simply
- Construction account software recognises previous balances and handles all CIS, VAT and CITB compliance issues
- Payment certificates can be issued as self-billing or authenticated receipt for VAT purposes
- Attach multiple documents to Subcontractor and Subcontractor Transactions
- Monitor key performance indicators (KPIs) for all subcontractors
Comprehensive white-Card (stage payment) system for house-builders
Placing materials and external plant hire orders is simple with this module. It also enables you to enter goods received notes (GRNs) and create provisional committed costs.
- Email integration allowing orders and remittances advices to be sent directly to supplier and site
- Integrates with EasyBuild Purchase Invoice scanning module to retrieve pre-scanned images of supplier invoices, enabling you to retrieve, for example, pre-scanned images of supplier invoices from within an account enquiry screen
- On screen authorisation facility for unpaid purchase invoices
Maintain all your construction industry contacts and contact notes and find a particular contact or firm anywhere in the system quickly with our convenient Contacts Management system.
- Easily access contact data, attach notes, documents and assign actions to other system users
- Use contact data for ad-hoc marketing mail-shots
- Attach multiple documents to Contacts
Our software uses the latest technology to provide a document management solution that is simple and flexible.
- Use a label printer with our printing application to create QR-coded labels
- QR labels are attached to documents then fed into a scanner
- Documents are available from any part of the system – such as Purchase Ledger or Job Costing enquiries
EasyBuild have partnered with Lexmark to deliver automated invoice processing.
- ReadSoft Online is a cloud-based service that automates the account payable (AP) process in an organisation.
- It seamlessly integrates with EasyBuild in the automated AP process, electronic and paper-based invoices are sent to ReadSoft Online where relevant information is extracted, verified and, together with the images, sent directly in to EasyBuild.