“The before and after speak for themselves,” says Cliff Kuhn of Tacoma, WA. “Chronicle has automated the critical elements of our business, particularly in the job management and administration areas. Our managers and office staff are able to handle more jobs and generate more revenue with the help of Chronicle.”

Cliff is not the only one that has wonderful things to say about Chronicle. Chronicle users are a happy and satisfied bunch, and with good reason. Chronicle delivers with immediate savings and benefits, without the usual disruption associated with the installation of a new business software product. Guaranteed.

With Chronicle all functional elements of your business are managed with one seamless application. Here are just a few of the ways Chronicle has proven itself a winner.

Contact Management

* Prospecting
* To Do List
* Campaign Management
* Email, fax, letters, labels
* Calendar / Scheduling
* By job, person, subcontractor, department, activity

Features:
* Labor Tracking/Payroll Contact and Marketing Management
* Job Costing Document Management
* Accounting Integration Enterprise Communications
* Accounts Receivable Calendar/Scheduling
* Equipment System Architecture

Labor Tracking/Payroll

Track labor hours and dollars – Track staff hours, calculate daily wages, and automatically reflect labor expenses in job costing.

Job, department, activity level detail – Compare budgeted to actual labor dollars for every job.

Payroll data – Cut payroll processing to less than 30 minutes a week. Chronicle produces comprehensive labor and wages reports that you can use for direct entry into any payroll system.

Labor bonus programs – Establish and easily manage a complete labor bonus program that accounts for fluctuations in job performance across multiple jobs and reporting periods.

Analyze results – Coming Soon!! Our Labor Efficiency Report assesses individual employee productivity and labor gross profit results. The Labor Investment Report provides performance data specifically geared to labor costs. Total labor cost information, gross margin computations, and a breakdown of jobs with positive and negative labor variances are detail to the job level.

Job Costing

Complete Detail – All job cost detail accumulates in Chronicle on a job-by-job basis. We pull non-labor costs (materials, item charges, and subcontracting labor) from your accounting system and show them using the same general ledger accounts. Labor hours and costs are taken from Chronicle’s timekeeper.

Multiple views of the data – View job cost information by job, by activity, or by service line.

Real time information – Chronicle’s power is in its ability to provide real-time information. This is especially critical in job costing, where real-time analysis of job expenses lets you make mid-job adjustments to enhance profitability. Summarized job cost information on completed jobs across varied time periods helps you spot trends.

Estimates & Budgets – Prepare budgets for every job, by department and activity. Compare actual and budgeted costs at any time. Save multiple estimates as part of any job file.

Comprehensive reporting – The Profitability Snapshot summarizes extensive job cost information for any day, week, month, quarter, and year by job, activity or service line.

  • Compare gross profit dollars across jobs
  • Pick out negative budget variances
  • Examine total and average labor rates and labor dollars
  • See cumulative cost data (total, direct, and labor) at the department and activity level.

Double-click on summary amounts to drill down to the underlying detail; this helps you identify the source of unmanaged costs that may reduce monthly profits substantially. Quick, easily-accessible job cost margin analysis, combined with established goals for job margins, gives an objective measure of performance and creates accountability within your management team.

Accounting Integration

Versatility – Chronicle links to QuickBooks® and Enterprise. As a Premier Member of the Intuit Developers Network, we’ve established the tightest integration model of any small business system on the market.

Customer and job information – Chronicle dynamically shares all the customer and job data maintained in its system with the accounting application. After installing Chronicle, there’s no reason to enter a customer or job twice.

Job Cost detail – Our seamless integration model lets you use the same general ledger accounts in Chronicle used to track costs in the accounting system to also be used in Chronicle. Material and other non-labor expenses recorded in the accounting system can also be viewed in Chronicle using the same classification/account codes.

Accounts Receivable

Job file detail – Invoices and collections in your accounting system automatically update the job files in Chronicle. Total revenue, billing history, collection history, and notes about collection and billing matters are all captured as part of every job file.

Payment history and aging – Analysis of payment histories by work source (for example, by insurance company) or by customer give insight into collection issues and accounts you need to follow up on. The Unbilled Jobs Report quickly shows which jobs haven’t been invoiced.

Equipment

Equipment tracking – Chronicle tracks which equipment is at each job site and how long it has been there. If you schedule equipment use and pickup, the calendar shows what needs to be picked up when.

Maintenance schedule warranty information – You can schedule routine maintenance as well. Our Recall/reminder capability can alert managers to pending expirations of equipment warranties.

Contact and Marketing Management

Contact information – Complete records for every organization, person, and customer. You may assign multiple contacts to one organization, and associate the same person with more than one organization.

Marketing – Use this contact information as the foundation for developing external marketing campaigns.

Personnel files – Chronicle efficiently stores and tracks personnel information for everyone in your organization.

Reminders and alerts – Set reminders and schedule follow up “to do” items for any prospect, customer, job, or organization.

Generate high volume correspondence – Use the search capability to select groups of one or more records for special mailings, emails or calls. Chronicle also prints labels.

Work Source identification – Chronicle’s extensive reporting system lets you quickly analyze the sources of new business by a variety of criteria, including zip code and organization.

Create customized follow-up plans – Coming Soon!! Chronicle’s contact management module lets you predefine entire campaigns of letters, e-mails, calls, and appointments by service line. Link organizations and people to the events and be confident that your prospects and customers are being managed consistently.

Create Groups – Now take any person or organization in Chronicle and create a group that you can broadcast emails or documents, set recalls and reminders, schedule visits and phone calls and schedule out a campaign over a given period of time.

Document Management

Photos and document scans – Chronicle is an electronic central file cabinet that stores all vital information about a job, including scanned photo images, designs, plans, loose paper documents, signed work authorizations, surveys, and checklists.

Spreadsheets, estimates and Word docs – Link existing documents to jobs, people, or organizations. Chronicle supports a variety of formats, including MS-Word®, Excel® and Adobe®.

Enterprise Communications

Built-in email, fax servers, and paging notification – All faxes are sent with time and date stamps and record verification of transmission. The built-in email capability eliminates the need for expensive email servers or outside services.

Complete communication record – All emails and faxes are automatically linked to jobs, people, and organizations, so you have a complete history of all communication.

Journals - Every job, person, and organization has an associated journal so you can record notes from conversations and provide a permanent record of events/issues.

Calendar/Scheduling

Built-in calendar/scheduler – Outlook®, Goldmine® and Act® provide one-dimensional views of your activities and commitments. Chronicle’s scheduler and calendar organizes appointments and events at a variety of levels: people, jobs, and organizations (e.g. vendors). It is integrated with our contact manager.

Multiple views – Scheduled events and action items automatically appear on the calendars for the departments, organizations, people, and jobs they relate to. The scheduling system also highlights double bookings of your staff.

System Architecture

Multiple offices – Chronicle is well-suited for businesses with multiple offices. All information is stored and accessed on one central server, so everyone in every office (including your home office) always has all current information.

System security – Access to screens and menu items is controlled at the user level.

Services

We view your investment in our software as being considerably more than the initial license fees and monthly support.

The time your staff will spend in learning the product and thinking about and designing process improvements that are inspired by the decision to use Chronicle will also be substantial. For this reason, it is our responsibility to provide the services and materials that will make this transition to Chronicle smooth and productive. With Chronicle, our support of your business starts from the moment we accept your contract and begin work to implement the system, and will support every aspect of your deployment and use of the application.