"In our first year alone, the savings realized paid for the system." -Brian S
Seamless, end-to-end operations management
FrontLine Sales Cycle
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import quote lines
customize price levels track quote iterations email estimates for approval track quote to close log customer conversation see margins and markup toggle quote to order with one click
auto-commit inventory special orders link to purchase orders backorders link to purchase orders assembling finished goods point of sale barcode scanning copy & paste order lines automatically generate purchasing
quantity detail reporting min/max inventory quantities lead times special purchases import serial numbers send receiving notifications assemble to order or for inventory track and adjust raw material inventory & finished goods automatic allocation of special ordered items
automatic allocation of backorders fulfillment of open customer orders shipping integration with FedEx WorldShip and UPS Ship Manager print packing slips manage ship tracking invoice to update accounts receivable and post to the general ledger
credit card processing email invoices and receipts email receivables statements by batch customize wording for collections letters by lateness keep collections notes |
FrontLine Service Cycle
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warranty & service contract tracking
last service information email estimates for approval log customer conversation toggle quote to order with one click
warranty equipment tracking service contract management equipment history special order parts serial number centric transactions depot repair/third party service tracking automatically generate purchases from service order requirements
special purchasing links to customer order automatically allocate special purchases to customer orders upon receiving schedule service events
dispatch events to techs by certification dispatch events to techs by region record labor hours used & labor hours charged automatically commit parts used invoices update accounts receivable
invoices post to the general ledger split billing for warranty services batch periodic invoices recurring contract billing email invoices and receipts |
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Streamlined, single-entry system
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Technician bench/fieldwork productivity
Financial planning & profitability analysis Cost allocation from service parts & labor Projected revenue based on completed tasks |
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Customer performance, profitability, and coverage
Job cost budgeting from the job proposal Job cost profit and loss based on performance Annual budgeting and variance analysis |
Efficient, real-time accounting
System Features
- Real-time processing for all transaction journal entries
- Dashboards and filters for ease of processing and review
- Drill down to lowest level of detail and drill up to financials for quick analysis
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Accounts Receivable
Accounts Payable
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General Ledger
- Financial reports can be high level summary view or expanded to view details
- Bank Reconciliation batches deposits to match bank statement amounts
- High level analysis through use of Insight, including graphical views, “what if” scenarios, usage, and dead stock
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What About My QuickBooks?
Q: My bookkeeper works only in QuickBooks; is it possible to switch to Ormandy while maintaining QB for accounting? A: To maximize ease of use, we encourage our clients to manage their accounting in real-time within the FrontLine core software, but we understand that this is not always possible. An export process has been created to accommodate those who already use QuickBooks. This connection allows journal entries exported from FrontLine to be imported into QuickBooks without duplicate entry. |
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Explore the rest of the Ormandy Suite
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Transition with system delivery and implementation
The implementation process is a serious consideration when selecting software. A planned approach with an experienced, knowledgeable team is just as important as the features and functions of the software.
We look forward to crossing this bridge with you.
We look forward to crossing this bridge with you.