|
Function
|
Expected
|
Work around
|
Comments
|
|
Major functionality
|
|
|
|
|
2. Multi location stock/inventory
|
Not scheduled
|
No
|
Advanced reporting will assist
|
|
3. GPS
|
Not scheduled
|
No
|
3rd party applications run alongside ST
|
|
Invoices
|
|
|
|
|
4. Recurring invoices
|
Not scheduled
|
No
|
|
|
7. Price variations
|
Not scheduled
|
No
|
|
|
8. Negative variations
|
Not scheduled
|
Yes
|
Enter negative line in job sheet
|
|
Quoting, costing, contracting etc
|
|
|
|
|
9. Pricing/discount matrices
|
Not scheduled
|
No
|
|
|
10. Factor labour into materials
|
Not scheduled
|
part
|
Use kitsets, but can’t export these to an accounting package yet
|
|
11. Calculate areas and volumes, including wastage
|
Not scheduled
|
Yes
|
Calculate outside SmartTrade.
Discuss with SmartTrade Sales staff
|
|
12. Quotes/estimates with multiple options
|
Not scheduled
|
Yes
|
|
|
13. Round quotes
|
2009
|
Part
|
Add balancing line as MyData item
|
|
14. Amend quotes after acceptance
|
Not scheduled
|
No
|
|
|
Delete quote after acceptance and re-issue
|
2009
|
Yes
|
Duplicate job
|
|
Accept multiple quotes
|
2009
|
Part
|
Use separate job for each accepted quote
|
|
15. Edit kitsets in the costing page and job sheet
|
2009
|
Yes
|
Duplicate kitset and edit
|
|
17. Variation orders
|
Not scheduled
|
No
|
|
|
18. Deposits
|
Not scheduled
|
Yes
|
|
|
19. Payment claims/Progress payments
|
Not scheduled
|
Yes
|
|
|
20. Retentions
|
Not scheduled
|
Yes
|
|
|
Timesheets and labour
|
|
|
|
|
21. Enter time for multiple employees in ST Office
|
Not scheduled
|
Yes
|
Enter via ST Mobile
|
|
22. Interface to payroll systems
|
Not scheduled
|
No
|
|
|
PDAs
|
|
|
Using a laptop with a wireless data card
|
|
23. View other employees’ schedules
|
Not feasible
|
Yes
|
|
|
24. View all jobs
|
Not feasible
|
Yes
|
Can only view jobs that have been dispatched to that PDA.
|
|
25. Print customised invoices, quotes etc
|
Not scheduled
|
Yes
|
Currently have to use standard formats.
|
|
26. Access price lists
|
Not scheduled
|
Yes
|
Can access MyData (favourites)
|
|
27. Email invoices and orders from the PDA
|
Not scheduled
|
Yes
|
Sync job back to office and email
|
|
Other
|
|
|
|
|
28. Link job notes and client/site notes.
|
Not scheduled
|
No
|
Cut and paste.
|
|
29. Bar-coding
|
Not scheduled
|
No
|
Part of van stock
|