Customer Stories

VIEWPOINT.com | +1 800.333.3197 at the jobsite. We are able to determine if we are spending our money the right way and actually bill our equipment expenses to the jobs in which the equipment is being used, making job costing much more accurate." Gaining Financial Control Prior to ProContractor by Viewpoint, Klenck relied on QuickBooks and manual processes to handle its accounting processes and Lillich found it was becoming more difficult to manage as the company grew and their jobs got larger. "Management reports were an issue for us. They were too broad. We did not have the information we needed for management to make confident financial decisions. This was the biggest challenge of QuickBooks," she stated. "We also didn't have the tools to manage jobs specifically and the detailed information for forecasting future jobs." Other challenges included the lack of detailed cost reports and codes, not having budgets set up for the estimates; and manually processing timecards, Work-in-Progress reports, and cash flow reports. Additionally, QuickBooks limited their ability to use proper construction industry accounting processes. "Most of us had come from another construction company and knew what we needed to handle each area. But we also wanted to bring together estimating, project management, and accounting all in one place," explained Lillich. "Matt was already using ProContractor by Viewpoint for takeoff and estimating, and after seeing I saw demo of the solution, it just made sense to leverage more of what it offered." The accounting team also benefits from the Mobile Connect module for processing payroll. Superintendents in the field are able to submit timecards for their team on a daily basis using the cost codes already in the system and without having to go back to the office. This saves the field crew and accounting team time and frustration associated with handwritten timecards. With ProContractor by Viewpoint, Klenck's payroll processing time has been cut in half. Lillich explained how it's not just saving time on the data entry, but it cuts down on mistakes and on make-up checks that have to be written for hours missed. "I'm a big fan of the Company Dashboard in ProContractor by Viewpoint," she noted. "It gives me everything I need in one place, from payables and receivables to profit and loss and balance sheet information. I look at it several times a day from a financial reporting standpoint." The Company Dashboard provides a complete view of financial information and one-click access to details enabling Lillich to feel confident in the numbers she provides management. The Work-in-Progress reports are the next biggest feature that Lillich uses. On a weekly basis she pulls up a management report to see where projects stand, where they are going, and if there are any red flags that need to be discussed. Like in many areas, the accounts payable side is aiming to be paperless by scanning documents and processing them electronically. "I use the Payables functionality to go back and reference information frequently," said Lillich. "Being able to easily reference data is a huge time saver for us. The automated routing of the invoices is a really nice feature, saving us a lot of time and hassle during the approval process. From a management perspective, it gives me comfort that we are costing correctly to the right jobs and that the project manager is able to see the data and make the decisions instead of the accounting team making decisions related to job costs." The increased accuracy is a significant benefit for Klenck. For accounts receivable and payable, Lillich explained that when the company had QuickBooks,

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