JobOps Base

Simplify Your Workflow With JobOps Base

Job Estimating/Quoting:

JobOps provides tools to quickly get accurate job cost estimates by determining the costs of the job’s components—material, labor, and sub-contracted services. You get final pricing information and JobOps also allows you to quickly determine the total costs so that you can make the best possible pricing decision.

Integration with Sage 100 Inventory Management helps you to quickly tabulate material costs. Whether you use standard cost, LIFO, FIFO, average cost, lot valuation or a combination of these valuation methods, JobOps will estimate your material cost using the current value of the materials needed. Items not kept in inventory that will need to be purchased direct to the job can also be estimated, without having to add the item to your inventory system. Labor is estimated by calculating the number of hours to be performed in a work center by your cost for that work center. Outside services are also estimated in as much detail as you wish to provide.

Key Features:

  • Re-use past quotes by copying from existing templates to speed the creation of new estimates
  • Combine bills of material, routers, labor, and contracted services to create a detailed cost roll-up
  • JobOps Product Configurator aids in selecting options and calculating pricing
  • Dynamic update of material costs to reflect recent purchases
  • JobOps calculated a suggested price using the desired mark-up using margin or profit for the calculation.

Data Collector

Orders:

JobOps integration with Sales Order lets you streamline workflow, so that all job information is available from a single source. With JobOps and Sage 100, entering orders is simplified because the sales order and work ticket function are linked and generated in the same order entry step.

Sales Orders

Sales orders are entered using the Sales Order Module of Sage 100. JobOps integrates this function with the creation of work tickets that are created directly from the sales order line. What does this mean? Let’s say your customer wants to order a red wagon and you need to make this wagon. If you gave your customer a quote for the wagon both the sales order and the work ticket are created by merely pulling up the quote and clicking on convert to order.

Work Tickets

Creating a work ticket to fulfill a sales order is also done for you by JobOps through its comprehensive work ticket management software features. In the example above, if the red wagon was not previously quoted, entering the line item for red wagon in the sales order can automatically create the work ticket to make the wagon by using the template associated with the red wagon JobOps job shop and tracking software will auto-generate the work tickets whenever demand and allocations for the stock item will bring inventories down to your minimum stock level.

Key Features:

  • Quickly convert from an approved detailed quote to a sales order
  • Generate work ticket order automatically
  • Check material availability before release
  • Product Configurator can easily create Sales Order and Work Ticket
  • Attach product documentation and procedures specific to the job

Purchasing:

To operate your business as lean as possible, you need to have the right materials available to fill the current demand without excess inventory. JobOps helps you manage the purchasing process to avoid materials shortages that impact delivery schedules. Purchase to order or job means that materials purchasing only takes place when a job requires the material. When your customer places an order with you, material requirements for that job are determined, and then the materials should be ordered from the vendor to be delivered as close as possible to when the job needs it.

JobOps tracks the start date for each step, operation, or phase of a job. Then it reviews the bill of material (BOM) required for each of those steps. The due date for the material needed for a step then becomes the date that the step is scheduled to begin. Next, JobOps creates a list of all the materials that need to be purchased, by looking at all demand from jobs and orders. This is compared to a list of available materials during the same time period. If there is not enough material available, it is flagged as an exception item—and is added to a list of items that need to be ordered.

With JobOps effective material and capacity requirements planning can be an integral part of your operation

Key Features:

  • Automated purchasing analyzes your supply and demand for jobs and helps you buy the right products and materials at the right time
  • Consolidates requirements for purchasing power
  • Automatically generates purchase orders
  • Optimizes cash flow by ordering what is needed for jobs
  • Creates dynamic to-do list for every job

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Contact Us

Synergistic Software Solutions, LLC

7300 Metro Blvd, Suite 215

Edina, MN 55439

(800) 815-8483