eGUIDE:
THE FIVE LAYERS OF REPORTING
The software partner of choice for enterprise
construction and contracting companies
Enterprise Contract Management - for Microsoft Dynamics 365 Business Central
The five layers of reporting for construction companies
“EVision now houses all our core financial data, and as it is easy to navigate and find the information we need, it has helped us meet our customers’ requirements for detailed reporting and in-depth analysis of profits. We are also able to drill down into the data and review contracts and segment by types of clients”.
DSM DemolitionGathering the right information and creating reports for your construction projects from disparate systems can be very time consuming, very challenging and most importantly not very accurate.
Reports are often quickly out of date making it difficult to gain a true picture of progress and not allowing well informed decisions to be made. Modern construction management software such as EVision makes it easier to compile information from multiple departments and create reports using real-time information.
Discover how you can create dashboards to ensure all departments have access to the exact information they need at their fingertips helping enhance productivity and providing a real-time view of projects.
“EVision now houses all our core financial data, and as it is easy to navigate and find the information we need, it has helped us meet our customers’ requirements for detailed reporting and in-depth analysis of profits. We are also able to drill down into the data and review contracts and segment by types of clients”.
DSM Demolition
The powerful partnership of EVision and Microsoft Dynamics 365 Business Central On-Premise
"EVision has positively impacted the accuracy, efficiency and quality of information we have available throughout the business by streamlining a lot of our processes and allowing us to process double the number of invoices in the same amount of time."
John N DunnIntroducing new solutions to manage all business processes can be a daunting task to undertake. They raise concerns over fear of change, unfamiliarity of new systems, the skills needed to use them as well as concerns over future development of solutions.
Eque2’s EVision contract management software is built with Microsoft Dynamics 365 Business Central On-Premise (Formerly Dynamics NAV) at its core providing familiarity and ease of use. Housing all core business information, you are able to manage the entire construction and contracting lifecycle through one solution.
With Microsoft Dynamics 365 Business Central benefitting from significant ongoing investment from Microsoft, you can rest assured that Eque2’s EVision software is a future-proof and scalable solution able to meet the requirements of any growing construction enterprise business.
"EVision has positively impacted the accuracy, efficiency and quality of information we have available throughout the business by streamlining a lot of our processes and allowing us to process double the number of invoices in the same amount of time."
John N DunnMaking month end easier with accurate CVR reporting
"EVision now houses all our core financial data, and as it is easy to navigate and find the information we need, it has helped us meet our customers’ requirements for detailed reporting and in-depth analysis of profits."
DSM DemolitionThe end of the month can be a busy time and usually involves the creation of cost value reconciliation (CVR) reports to assess various project’s financial performance. This can be a time-consuming process resulting in confusing data that is tricky to understand.
With Eque2’s construction accounting software, EVision, automating processes makes CVR reporting easier and more accurate by allowing on-site teams to update familiar CVR templates with live project data drawn directly from the system.
Updated information from the team on-site is automatically fed back into EVision, enabling you to assess and analyse data in great detail. From looking at specific costs for projects to evaluating the profitability of the entire project, you can tailor EVision to work your way, for optimum efficiency, accuracy and productivity.
"EVision now houses all our core financial data, and as it is easy to navigate and find the information we need, it has helped us meet our customers’ requirements for detailed reporting and in-depth analysis of profits."
DSM DemolitionInstant access, anytime, anywhere and on any device
"It will be a real benefit to the on-site teams to have access to the latest information wherever they are when producing these reports and gives us the confidence that they are accurate."
Readie ConstructionWhether you and your teams are in the office, on-site, working from home or travelling, EVision helps you access and share the information you need to do your job and make decisions using accurate data in real time.
Improving communication is critical for larger construction and contracting companies with staff spread across multiple sites. Without access to real time data, team members need to spend valuable time on lengthy admin tasks, from collating complex spreadsheets to searching for accurate information.
Commercial construction management software enables any team member, anywhere to communicate in real time and share the latest information on their projects via any enabled mobile or tablet device. Project updates are shared rapidly and directly from site to office using one centralised, streamlined solution, so everyone is always up to date, boosting efficiency and productivity.
EVision, built on the powerful Microsoft Dynamics 365 Business Central platform, doesn’t just unite teams and offer a stable and future-proof way to handle data, it provides you with confidence in the accuracy of the information used to make decisions in your business.
"It will be a real benefit to the on-site teams to have access to the latest information wherever they are when producing these reports and gives us the confidence that they are accurate."
Readie ConstructionGain a single version of the truth
“Being an innovative, forward thinking organisation, technology is key to our success and EVision is very much a part of this. We see the solution as being stable, scalable, easy to use, fully supported, and future proof as it’s built on Microsoft Dynamics 365 Business Central.”
ITC ConceptsIt’s time to say goodbye to silos of data. Remove the need for multiple spreadsheets and systems and achieve a single version of the truth for your construction projects.
Effective communication is crucial to any successful construction business, but when information is not shared silos of data are created and interdepartmental tension can arise. Does that sound like your company?
EVision streamlines, automates and centralises your commercial, financial and operational processes and data in one simple interface, accessible to all. Tailored reporting, easy integration with existing systems and cloud access ensure total control and consistently accurate information, from initial bid, through construction to project completion.
For example: Using EVision, a site manager knows instantly about an increase in the materials budget, while the financial director can quickly spot when a project is losing profitability due to poor on-site decision making.
“Being an innovative, forward thinking organisation, technology is key to our success and EVision is very much a part of this. We see the solution as being stable, scalable, easy to use, fully supported, and future proof as it’s built on Microsoft Dynamics 365 Business Central.”
ITC Concepts
Modern Estimating With Heritage
Describe, measure and price jobs faster with greater accuracy
“I am very happy with EValuate, it is a great system. I use the software with confidence, it’s very reliable and simple to use. After a day’s training, I was up and running and compiling estimates. It’s all done at the click of a button, it’s quick, much more efficient and user friendly”.
Enaflo InteriorsMake complex tenders and complicated, messy budgeting a thing of the past with software that allows you to maximise resources and profits.
With so many different aspects to manage in construction, it’s crucial to have software that not only organises, streamlines and manages data, but also is intuitive to use and integrates smoothly with other software.
EValuate construction estimating software helps produce accurate and consistent tenders, budget cost plans, valuations and final accounts. With an easy-to-use interface designed to ensure simplicity for you and your construction business.
For example: With EValuate, multiple users working on various stages of a project can share and use information with ease, from financial teams monitoring spending and profits to surveyors working with the same Bill of Quantities, ensuring time isn’t wasted rekeying data and data quality is never compromised.
Accuracy and consistency are key to a successful bid strategy. With EValuate construction estimating software, you can always guarantee both.
“I am very happy with EValuate, it is a great system. I use the software with confidence, it’s very reliable and simple to use. After a day’s training, I was up and running and compiling estimates. It’s all done at the click of a button, it’s quick, much more efficient and user friendly”.
Enaflo Interiors
A faster, smoother and more competitive subcontractor tendering process
"Overall, we are happy using EValuate as it is easy to use and helps us consistently create estimates with the confidence that they are accurate each time"
KingerleeThe Project Enquiry Centre (PEC), part of Eque2’s EValuate estimating software, allows estimators to make the process of requesting and collating subcontractor tenders quicker and more organised, so you’re more likely to get a better deal on subcontracted work.
Inviting subcontractors to tender, attaching relevant documents such as drawings and specs, collating returned prices and selecting your preferred subcontractors: it’s all streamlined, centralised and manageable at a glance with this easy-to-use online portal.
Remove lengthy, complex manual processes using Outlook and Excel and boost margins with the PEC.
"Overall, we are happy using EValuate as it is easy to use and helps us consistently create estimates with the confidence that they are accurate each time"
KingerleeEfficiently create consistent and accurate estimates every time
“Managing all our estimating activities through one solution makes reviewing projects faster and easier for me as the estimates produced across the team are uniform.”
KingerleeTake estimates to your clients faster than ever before, ensure greater accuracy and maintain consistency across the estimating team, all with EValuate.
One way to produce estimates quickly whilst maintaining accuracy is to ensure uniformity; this not only makes reviewing estimates faster and easier, but also guarantees confidence within the team as they’re all using the same terminology and rates for items and resources.
EValuate offers the consistency needed as everyone is up to date with the latest items and resource libraries, and also lets any team member work on a colleague’s estimates, so nothing is ever delayed, dulpicated or outdated.
With EValuate you always know what’s included within quotes, labour costs, materials and more. Offering great efficiency and functionality, it gives your business that much-needed edge over your competitors.
“Managing all our estimating activities through one solution makes reviewing projects faster and easier for me as the estimates produced across the team are uniform.”
Kingerlee
House Building Software - powered by SiteStream
Effectively manage the customer journey after sales
"The Care module works as a deposit for all our customer interactions and helps us track the maintenance jobs we assign to various plots allowing us to streamline the previous manual processes. It is now the sole place our customer care department need to go find the information they need.”
Bloor HomesEffectively manage the with customer journey after a sale and resolve issues efficiently with the Care module, part of Eque2’s Housebuilding software.
Ensuring customer satisfaction after a sale has taken place is just as important for a house builder as it is prior to this point. With customer expectations at an all-time high, you need to be able to efficiently manage and resolve any customer enquiries that may arise. Without the right tools and processes in place, this could prove difficult and have a negative impact on the customer journey.
The Care module, part of Eque2’s Housebuilding software, provides you with the functionality to efficiently deal with after-sales customer enquiries and allocate subcontractors to resolve any issues. Automating progress updates and having the ability to monitor performance helps ensure you’re able to provide the high level of care expected by your customers. The Care module can be used stand alone, or as an integrated part of the complete Housebuilding suite with Land, Build and Sales modules.
"The Care module works as a deposit for all our customer interactions and helps us track the maintenance jobs we assign to various plots allowing us to streamline the previous manual processes. It is now the sole place our customer care department need to go find the information they need.”
Bloor Homes
Strategic forecasting for well-informed decisions on land opportunities
“CALA have been using the Eque2 Housebuilding Land Module for over 15 years as its main development appraisal tool and it forms an integral part of our procedures for appraising and purchasing land. The accuracy in the reporting, the detail available in our monthly site reconciliations and its ease of use makes it the perfect fit for our ever growing business”
CALA HomesStrategic forecasting for well-informed decisions on land opportunities using the Land module, part of Eque2’s Housebuilding software to gain a competitive edge.
As the very first stage of the house building process, there is considerable risk involved in purchasing land without full visibility of profitability potential and the ability to accurately report on this to stakeholders. Gaining visibility, accurately budgeting, monitoring development projects and gaining a competitive edge are all difficult tasks without the right tools in place.
The Land module, part of Eque2’s Housebuilding software, provides you with the functionality to easily create land acquisition appraisals, produce real-time forecasts and gain visibility of profitability and performance on-site. The Land module can be used stand alone, or in conjunction with the complete Housebuilding suite with integrated Build, Sales and Customer Care modules.
“CALA have been using the Eque2 Housebuilding Land Module for over 15 years as its main development appraisal tool and it forms an integral part of our procedures for appraising and purchasing land. The accuracy in the reporting, the detail available in our monthly site reconciliations and its ease of use makes it the perfect fit for our ever growing business”
CALA HomesTotal control from site to office
"We have found Eque2’s Housebuilding Mobile Tick Sheets very simple to use and effective in giving us complete visibility of our projects and on-site activity. It has also provided a collaborative environment bringing activities of different departments together saving us a lot of time and helping us gain greater efficiencies"
William DavisEque2’s Housebuilding software helps unite site management and surveying on a construction project using the integrated Build module and Mobile Tick Sheets element. By giving you full visibility of site progress and subcontractors, empowering your workforce to take control on site and helping to ensure everyone is doing their job properly, the Build module has become an invaluable tool for house builders.
For site managers, the software allows for streamlined, straightforward monitoring of work on site which can then be easily tracked and signed off per milestone using Mobile Ticks Sheets’ functionality. For Surveyors, completed work is easily tracked on either a daily or weekly basis, with site updates automatically relaying into Housebuilding, keeping everyone up to date in real time.
With the Build module, you can create take-offs and budgets, generate orders, manage subcontractors and control project costs with ease, giving you total control of every project from start to finish.
"We have found Eque2’s Housebuilding Mobile Tick Sheets very simple to use and effective in giving us complete visibility of our projects and on-site activity. It has also provided a collaborative environment bringing activities of different departments together saving us a lot of time and helping us gain greater efficiencies"
William DavisEffective GDPR compliant lead generation and sales management
"Our primary use of the Sales module is as our main lead management tool for which it is very effective. Not only has it provided us with a greater awareness of activities of our sales teams with customers, but we have gained efficiencies and confidence in the accuracy of the data we have within the system"
Bloor HomesPart of Eque2’s Housebuilding software, the Sales module ensures processes are customer-led, improving customer service, marketing and reporting and also the quality of lead generation and management.
The module provides an insight into how the sales team interacts with customers and manages new and existing leads. This added visibility boosts efficiencies across your business, as you’re able to monitor and analyse every step of the customer journey.
From more effective customer engagement through improved targeting to improving productivity by automating manual tasks and even seamless integration with websites like Rightmove, Housebuilding’s Sales module helps you turn quality leads into loyal customers from entry level to aftercare.
"Our primary use of the Sales module is as our main lead management tool for which it is very effective. Not only has it provided us with a greater awareness of activities of our sales teams with customers, but we have gained efficiencies and confidence in the accuracy of the data we have within the system"
Bloor HomesOne solution for the full
housebuilding process
“Now, we work as one big team with everyone able to gain quick and easy access to the information they require through the Housebuilding software which has provided us with a considerable amount of saved time and greater efficiencies.”
William DavisGet a better grip on your business information, gain a lasting competitive advantage and ensure your profits are protected at every stage of the house building process.
Information is at the heart of any business but, in order to maximise profits, that information has to be used correctly. Smarter information helps you keep track of customers, predict and plan for even unexpected events, and gives your house building business the edge.
Eque2’s Housebuilding software streamlines every part of the house building process. By offering real-time profitability and performance feedback both site- and business-wide, easy creation of acquisition appraisals and accurate budgets and smooth integration with existing systems, Eque2 Housebuilding’s flexible modules lets you take control of your house building – the way you want.
“Now, we work as one big team with everyone able to gain quick and easy access to the information they require through the Housebuilding software which has provided us with a considerable amount of saved time and greater efficiencies.”
William Davis
