Subscriber Discussion

ERP Software And Job Costing...

MB
Michael Blumenson
Oct 06, 2017
IPVMU Certified

Our internal software for quoting, ERP and accounting consists of Quosal/Connectwise/Quickbooks.  We have a real tough time mining true job costing out of this software lineup.  Wondering if other integrators would share what software they are using and if they are able to derive accurate job costs without doing backflips?  Thanks!

 

 

SN
Simon Nazaretian
Oct 07, 2017

Michael,

 

what information are you trying to mine exactly?

From what I know of Connectwise you can have your inventory / timesheets / support tickets / etc tied to projects from which it can spit out reports like profit / loss. 

Is it that the reports you want don’t exist out of the box?

MM
Michael Miller
Oct 07, 2017

There are a million different ways to set up CW.  Are you running your jobs though has service tickets or projects? Are you using procurement? Are you using configs?  Have you set up any custom reports or use 3rd party reporting software?

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