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WHY UPGRADE TO PREMIER FROM QUICKBOOKS
WHY UPGRADE TO PREMIER FROM QUICKBOOKS
WHY PREMIER?With over 25 years of experience and thousands of customers, we know how important it is to listen to our clients. We specialize in converting hundreds of businesses off of QuickBooks and other traditional software solutions that are antiquated and difficult to use. Together with our customers, our team develops the most modern, well thought out, all-in-one accounting and job cost software that is simple to use and accessible from absolutely anywhere, and on any device.
WHY UPGRADE TO PREMIER FROM QUICKBOOKS
INTEGRATION One complete, all-in-one solution for accounting, detailed job costing, project & drawing/document management designed for automation and collaboration only for construction. Using one software for all your needs can help you automate processes, save you valuable time and generate detailed financial and job cost reports.
MULTI-COMPANYAbility to switch between multiple companies to record transactions without having to log out and log back in.
INTER-COMPANYSeamless transactions between companies allow for the user to record transactions in multiple companies with one posting.
FISCAL PERIOD Easily open and close fiscal periods and secureby user/role.
DATA SECURITYControl what user or group can enter versus postin key modules. Secure by company and by job. Every entry has a proper data trail which stores electronically in the document management system. This makesit easy for auditors to track so they are in and out of your office in no time.
AP BATCH PROCESSING & APPROVALAP Invoices for Jobs or GL can be saved individually or in a batch and routed for approval to multiple users. Easily run reports to see what is ‘pending’ and who you are waiting for approval on. When you approve or deny, you have the ability to enter in the proper allocationfor each line item. This will automatically update in AP to help minimize double entry. Project Managers can easily edit the distribution and view the job budget upon approval.
RETAINAGE & HOLDBACK PROCESSINGDesigned specifically for construction, we understand the importance of tracking retainage/holdback by detailed job cost items. Premier can automatically release retainage/holdback and generate invoices.
SUBCONTRACT MANAGEMENT Automate the generation of subcontract contracts and sub change orders. Track compliances and get notified if expired. Customize the verbiage and layout of any subcontract agreement or use our standard templates. Use our sub pay app feature to send subsa link with their contract details so they can easily enter in the % complete and route it to the PM for approval and automatically update AP. Enable ourpay when paid feature.
CHEQUE LISTINGA record of cheques enables you to cancel a cheque at any date, without having to re-opena closed accounting period.
PROJECT ACCOUNTING Provides up to five levels of detailed job costing which is useful for General Contractors working on condos, apartments, property, lots, etc. Manage estimates, estimate at completion, actual & committed costs.
CHANGE ORDERSCreate internal change orders, owner/customer change orders and pending change notices and manage the various statuses.
PROJECT MANAGEMENT Meeting Minutes, Daily Job Logs, Photos, RFIs, Submittals, Transmittals, Punch Lists, and much more.
DOCUMENT MANAGEMENT Premier’s unlimited document storage allows users to store an unlimited number of documents. Easily personalize the document file folder structure specific to your business for accounting, project management or any other division and allow access from absolutely anywhere. Documents from Premier automatically store and tag to the job, customer, sub, employee, etc., helping you transition to a paperless environment. Integrated with Word, Excel and Outlook makes it easy to tag documents. Upload to any third-party and enable workflow approval for internal and external users such as subcontractors.
BILLING Enter and manage fixed price Job Invoices, Schedule of Values, Progress Billing by %, amount, units, AIA billing and T&M Cost plus mark up with Construction Management Fees. Design your own forms or easily copy from one of our templates.
TIME ENTRYSophisticated time entry and management for job costing – easily book time between overhead and job costs, including prevailing wages and fringes.
BUDGETINGEasily track actual and committed costs againstyour project budget, which allows for more accurate reporting and knowledge as to where you stand on a job at any given time.
COMPANY LEVEL BUDGETIncorporate your budgets into your financials with full drill down capability
85% QUICKBOOKS/EXCEL CONVERSIONS
ADVANCED JOB COSTING
WITH QUICKBOOKS:
In proper ERP solutions, the job cost should be directly linked to the accounting GL so when costs/revenue are posted against the job, it automatically updates the financials and at the same time, it captures all the details in the job cost reporting. Quickbooks does not provide cost types which means that users have to tie every cost item to a GL account which creates a messin the financials and is double the work every time a new job is awarded.
In Premier, users avoid this time consuming process because we provide job cost types which can be tiedto the GL. Hence, the cost items are used to providethe Project Managers the details, which in turn simplifies the process and provides a clean set of financials for the owners and detailed valuable job cost reporting for the PMs.
QuickBooks can provide basic job cost reports such as P&L by job, however it does not provide detailed insight into job costing so you can’t track if you are over/under on a job in real-time. In contrast, Premier provides PMs with real-time reports that manage original estimates, change orders, current estimate, committed cost, o/s commitment, actuals, WIP, estimate @ completion, % complete and much more. Out of box standard progress billing application and forms customized for the construction industry make it easy to get started.
WITH JONAS PREMIER:
The only all in one software solution that providesup to 5 levels of job costing. Users have great flexibility when mapping any job back to any Company, GL and/or Division, providing valuable design options so users can tailor financial statements easily for any owner/investor.
Easily configure mark-ups by job cost type whereas in QuickBooks, users require a new “cost item” for every mark-up which is time consuming and cumbersome.
In Premier, the documents generated from Premier automatically tag to the job, customer, vendor, etc. It automatically date stamps and tracks version history.
Access for users & roles can be secured by company, job, division, fiscal period, read/write/post/approve functions, menu items, reports and dashboard. Administrators can easily customize the log in screens for Project Managers to ensure they don’t grant direct access to the financials and accounting information, but have up to date accounting/actual cost information on the job cost screens and reports. This minimizes the risk of any information leak and increases confidentiality. Premier provides a full audit trail of any transaction posted throughout the entire system.
WHAT QUICKBOOKS CAN DO, PREMIER CAN DO BETTER
95% SUCCESS RATE WITH PREMIER
IMPROVED WORKFLOW
WITH QUICKBOOKS:
Users can access key modules such as purchase orders, inventory receipts, and bills. However, in Premier, users can set up multi-levels of approvals and view their own approval inbox to review purchase orders, AP invoices, change orders, sub pay apps, RFI, alerts, etc. Users can view the line item detail and make any adjustments to the distribution directly from the screen, drill down into the back-up or scanned document, and view if you are over/under budget directly from the screen.
WITH JONAS PREMIER:
System administrators can easily set up workflowwith notifications/approvals reducing double entry and creating a paperless environment.
SIMPLIFIED ESTIMATES
WITH QUICKBOOKS:
Creating estimates involves creating a new “cost item” for every cost item a user needs to track. Each “cost item” has to manually be linked to a Chart of Account.
These items are commonly inputted manually during the creation of the estimate.
QuickBooks has the ability to import an item list from Excel, however, the templates are not readily available to users, and must be created by the user. Unfortunately, the creation of the template and subsequent import is not very seamless and therefore is not used as often.
The Excel import that QuickBooks provides is only offered on their desktop version of the product, not on a cloud version. In contrast, Premier provides an Excel upload that is easy to use and readily available on the cloud format.
WITH JONAS PREMIER:
Most companies use excel to configure theirestimates, Premier works with you to create a new Excel worksheet that connects to the master estimate so that it feeds the proper data fields making the upload seamless.
Creating estimates is time consuming in QuickBooks because cost items must be manually entered in and then manually linked to a GL account.
In Premier, this step is not necessary as we provide cost types and standard template estimate uploads from Excel. As users upload their estimate, the list of cost items automatically generates.
With a built in Excel add-in, and various standard estimating templates, Premier makes it easy for users to upload their estimate into the software in seconds.
Premier also provides lock features for the original estimate and forecasting tools to track estimate at completion and estimate to completion.
WHAT QUICKBOOKS CAN DO, PREMIER CAN DO BETTER
3 EASY STEPS TO TRANSITION FROM QUICKBOOKS TO JONAS
PRE-IMPLEMENTATION
A kick-off meeting is scheduled to set expectations on bothends and design a trainingschedule. We will discussmethods of exporting data from your existing system and work together to build a new “Test Company”.
OUR PROCESS
WE HOUSE QUICKBOOKS EXPERTS WHO ARE FAMILIAR WITH:
· Extracting information out of QuickBooks leveraging our readily available templates.
· Establishing a ‘Test Company’ saving you valuable set up time in the process.
· Uploading your personalized Chart of Accounts, customer, and vendor list.
· Using pre-set templates such as AR/AP Open Invoices to set go live and upload balance forward information.
HOW DO I KNOW IT’S THE RIGHT TIME TO SWITCH?
· You are frustrated with duplicate systems.
· Your business is approaching $2 million in revenue.
· Ownership is interested in real-time actual costs vs. bottom line once the job is complete.
· You have over 10 jobs in progress.
· You require multiple levels of job costing.
· Excel is being used more than QuickBooks.
· Processes are taking more than double the time it should to complete.
· Duplicate entry and inefficient processes.
START INTEGRATING YOUR BUSINESS IN JUST THREE SIMPLE STEPS
IMPLEMENTATION
You will be teamed with a direct trainer skilled in QuickBooks, construction, accounting and software. The training schedulewill be customized based onyour availability. Each sessionis recorded and you can havean unlimited number of attendees.We will design specialized tracksfor key roles and focus on workflow processes. All staff will receive certification after they completethe course.
SUPPORT
After you go live, we understand you will have many questions and will need quick answers. This is why we provide you with a direct Customer Success Manager to help personalize the experience and ensure you are using the system. We provide unlimited and continuous advanced group training sessions for new or existing staff.
ONE TWO THREE
WORKING WITH REAL NUMBERS GIVES US THE ABILITY TO OPERATE IN REAL-TIME, SOMETHING WE WEREN’T ABLE TO DO PREVIOUSLY WITH QUICKBOOKS AND EXCEL. HAVING INFORMATION AVAILABLE IN REAL-TIME ALLOWS US TO MAKE QUICKER, MORE EFFECTIVE DECISIONS, WHICH IS ESSENTIAL TO OUR BUSINESS.”
GILLAM GROUP INC.“
TEN REASONS WHY WE’RE DIFFERENT
1. ALL-IN-ONE SOFTWARE
2. SIMPLE TO USE & SET UP
3. NO UPFRONT LICENSE FEE
4. ZERO RISK – MONEY BACK GUARANTEE
5. UNLIMITED TRAINING
6. TRUE CLOUD – MICROSOFT AZURE
7. OPERATES ON ANY DEVICE – MAC & PC
8. UNLIMITED DOCUMENT STORAGE
9. NO HIDDEN FEES
10. NO CUSTOM CHARGES
ABOUT JONAS PREMIER
SIMPLE. MODERN. POWERFUL.
WHO WE ARE WHAT WE DOTAKE THE PREMIER
PRODUCT TOURFIND OUT WHAT WE BELIEVE
Jonas Premier is the #1 All in One Construction Cloud based software solution that provides accounting, job costing, project/drawing/document management. Ideal for General Contractors, Design Build, Land Developers, Homebuilders, Civil, Fit Out & Specialty Contractors. Running in the cloud,it provides you with the ability to access and input key business information anytime, anywhere. It is built on modern software architecture, fully flexible and is simple to use. The complete offering for contractors includes: Accounting, Job Cost, Subcontract Management, Billing, Progress Billing, T&M Billing, Financials, Project Management, Bank Management, Purchase Order, Inventory, Time Entry, Document Storage, Field Mobile Apps, and Vendor and Customer Portals.
www.jonasconstruction.com/Premier
1-888-789-9073
