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8/3/2019 Jonas Product Brochure All
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CONSTRUCTION AND SERVICE MANAGEMENT SOLUTIONS
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Welcome to Jonas Software...3
Company Overview...4
Support Services...5, 6
Training & Implementation...6, 7
Reporting Overview...8, 9
Reporting Modules...10, 11
Executive Dashboard
Master Report Generator
Module Report Generators
Silent Partner
Job Cost Overview...20, 21
Job Cost Modules...22 - 24
Job Cost
Project Management
Construction Management
Takeoff
Job Scheduling
Change Order Management
Subcontract Control
Progress Billing
Homebuilding Subcontractor
Payroll Overview...16, 17
Payroll Modules...18, 19
Canadian & U.S. Payroll
Time & Attendance
Safety Work Hours
eTimesheet
Accounting Overview...12, 13
Accounting Modules...14, 15
General Ledger
Accounts Receivable
Accounts Payable
Fixed Assets
Master Report Generator
Service Overview...26, 27
Service Modules...28, 29
Service Work Orders
Service Dispatch
Service Contracts
Flat Rate
Tasking
Inventory & Equipment
Overview...30, 31
Inventory & Equipment
Modules...32 - 35
Inventory
Procurement
Purchase Order
Counter Sales
Equipment Management
Tool Crib
Jonas Mobile...36 - 38
Jonas Web Portal
Products...40 - 43
eService
eTimesheet
eBackup
eRouting
Digio Jonas - Document
Management...44 - 46
Table of
C O N T E N T S
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Jonas Software
www.jonas-construction.com
T: 1.888.789.9073
Welcome to Jonas Software
Over 1,000 construction and service companies of all sizes depend on Jonas Software every day to help
run their businesses. While these companies have unique processes and ways of operating, all face a
similar set of critical business issues. Top issues for our clients include retaining skilled workers and
improving productivity, communicating with field staff, providing top notch customer service, managing
costs and maintaining margins and identifying new revenue opportunities. At Jonas, we continually
work with our clients to find new and innovative ways to address and manage these and many
other issues.
The Jonas system is comprised of over 40 integrated modules, or solutions, spanning all aspects of a
construction or service operation, including accounting, payroll, job costing and service management.
In addition, we provide mobile and web-based field applications to extend your IT system beyond your
four walls. This allows you to receive data from the field in real time, which improves productivity and
reduces cycle time for a number of key processes. Jonas also places a strong emphasis on document
control and reporting. Any system can track costs and generate invoices, but real power is derived by
giving management access to the documents and information they need to make better operational
and strategic decisions.
The Jonas solutions are best viewed as a set of tools. Even the best tools are of little value if you dont
know how to fully utilize them. Thats why our support and training services are critical to a solid
implementation and your ongoing success with the system. At Jonas, our product is backed by a team
of over 50 support, training and development professionals with a balanced mix of accounting,
construction and software backgrounds. We place an exceptionally high value on our people, providing
them with the daily encouragement needed to learn and grow so they consistently deliver an outstanding
level of service to our clients.
This guide is designed to provide you with a brief introduction to our company and a snapshot of the
solutions we offer. After reviewing this guide, we invite you to spend time with your Jonas representatives
to discover how our system will help you better manage your operations. Then, during a live, interactive
demonstration of the Jonas solutions, you can get your specific questions answered and see how Jonas
can help you streamline your processes and increase company profitability. We look forward to speaking
with you soon.
Sincerely,
Will Anderson, General Manager
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Company Overview
Founded in 1990, Jonas Software is a leading provider of integrated software solutions to the
North American construction and service contractor markets. Our solutions are utilized by over
1,000 contractors across a number of different industries to improve efficiency and drive revenue.
At Jonas, we differentiate ourselves from the competition on four key dimensions:
IntegrationAll Jonas modules are developed and maintained in-house to ensure a seamless flow of
informationbetween all of the core software elements. This integration eliminates time-
consuming double entry of data, thereby maximizing data accuracy while making cross
application reporting much easier.
FlexibilityAll Jonas modules are highly configurable, which allows us to adapt the system to your
business processes rather than the other way around.
PeopleThe Jonas solutions are backed by over 50 construction industry, accounting and software
experts. We employ highly experienced trainers to get you started on the right foot, and
back them up with industry-leading support services.
InnovationAt Jonas, we strive to protect your technology investment by continuously building and
enhancing our product to keep up with the latest technology and industry functionality.
Jonas is a division of Constellation Software, Inc. Constellation Software is a publicly traded
international provider of market leading software and services to a select number of industries,
both in the public and private sectors. With headquarters in Toronto, Canada, and offices in
North America, Europe and Australia, Constellation has over 1,500 employees generating
consolidated revenues exceeding US$300 million.
4 Company Overview
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Jonas Software
www.jonas-construction.com
T: 1.888.789.9073
Support Services
At Jonas, we believe that the service and support provided by an organization largely determines the
success or failure of any customer relationship. We have invested heavily in these critical areas to ensure
that we provide our customers with the kind of reliable, responsive and quality service they require. Our
maintenance program ensures the highest level of customer success by providing unparalleled support
services, including:
+ Providing Professional and Efficient Technical Support: Our highly-qualified support team is
comprised of industry, accounting, and software experts. We are available 24 hours a day, 7 days
a week.
+
Ensuring all Calls are Handled With Sensitivity, Accuracy, Responsiveness and Accountability:We work to continuously improve our processes and upgrade our skills to provide the highest level
of support. Our support team is focused on understanding the issues our customers are facing and
helping them address those issues as efficiently as possible.
+ Using Our Proven Support Model: We utilize several automation tools to increase the consistency
and the efficiency of our service, such as call tracking and a searchable online knowledgebase.
Support questions and issues can be logged by phone, email, fax or through our website.
+ Allowing Customers to Help Themselves: In addition to logging support requests, the Jonas
website also gives customers the capability of monitoring the status of their requests and adding
additional information if applicable. Customers can also access our application briefs, knowledge-
base articles and frequently asked questions and download the latest software updates.
+ Actively Seeking Customer Feedback to Drive Improvement in Our Product, Services
and Support: We conduct an annual customer survey, as well as individual call surveys, to ensure
that we stay in touch with our customers needs and continuously exceed their expectations.
Continued on next page...
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In addition to day-to-day support, we also offer other services to enhance your Jonas Software
experience. These services include:
+ Online Webinars: We host regular online webinars that give customers access to training
on specific modules or new features in the software. Clients can login to our webinars from
anywhere they have an internet connection. These sessions are offered at both beginner
and advanced levels to better suit the needs of a wider variety of customers. Webinars also
give attendees the chance to interact with other customers across North America and hear
about their challenges and learn about how they use the Jonas system.
+ User Group Conferences: We host annual user group conferences at various locations
across North America. The user groups are a mix of training on existing applications,
previews of new features that are being released, and sessions where Jonas users can give
us feedback on what they would like to see added to future versions of the software. These
events gives our customers the opportunity to meet face-to-face with the Jonas staff and tomeet other customers in similar industries.
+ Newsletters: Our newsletter is emailed to Jonas users on a monthly basis and keeps them
up-to-date on what is going on a Jonas. These include feature articles that discuss important
topics in the industry and any news and events coming up. They also include a section from
our support staff on frequently asked questions and helpful hints and a section from our
development team discussing new features that have recently been added to the software.
There are many reasons why construction companies invest in industry specific software solutions.
Greater efficiency, better reporting and stronger job costing are a few examples of the benefits that
can be derived from such an investment. As a result, making a smart technology choice requires a
significant investment of both time and capital.
To ensure that your original objectives are met with success, your implementation needs to be a
well-managed process, with step-by-step guidance at every stage. At Jonas, we understand that
many companies have experienced a less-than-acceptable software conversion at one time or
another. Because of this, we have developed a detailed and systematic implementation process
designed to tackle each step with precision.
Training & Implementation
6 Training & Implementation
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Jonas Software
www.jonas-construction.com
T: 1.888.789.9073
Our three-phase Training and Implementation Plan covers everything from pre-implementation tasks and
training, all the way up to your go-live date. We even transfer data from your old system to your
Jonas solution and include 24-hour post-implementation support to make sure your transition is complete.
Once your software is up and running, well send you monthly communications with tips and hints to
build on your system knowledge, thereby maximizing your Jonas Software investment.
Sample Gantt Chart
Project Management1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
Bsns Process Review (Quick Install)
Business Process Review (Quick Install)
Set up of Test Company Part 1 - Financials (GL, AP, AR, PO & IVTY)
Set up of Test Company Part 2 - JC, W/O & PR
Jonas Training
System & General Ledger
Accounts Receivable & Accounts Payable
Purchase Order, Inventory & Accounts Payable
Payroll & e-Timesheet
Midway Review
Job Costing, T&M Billing & Subcontract Control
Project Management, Change Order Management & T&M Billing
Service Billing, Work Order & Flat Rate
Service Contracts & Dispatch Board/Scheduler
Master Generator Executive Dashboard including Silent Partner
Equipment & Tool Crib
Jonas Mobile
Digio
Pre-go live review - Create Live Company & Opening Balances
GO LIVE
On Site Go Live
On Site Go Live
Hand Off to Support
TASK NAME MARCH APRIL MAY JUNE JULYID
PM0%
0% PM/Trainer
0% PM
0% Trainer
0% Trainer
0% Trainer
0% Trainer
0% Trainer
0% Trainer
0% Trainer
0% Trainer
0% Trainer
0% Trainer
0% Trainer
0% Trainer
0% PM
0% PM
0% Trainer
0% Trainer
0% Trainer
0% Trainer
JONAS IMPLEMENTATION & TRAINING SCHEDULE
NOTE: Number of Hours (Duration) are estimates
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Jonas Software
www.jonas-construction.com
T: 1.888.789.9073
Reporting
O V E R V I E WStrong, system-wide reporting is the foundation of the Jonas solutions. While each module or system
focuses on cost saving and efficiency driven through the streamlining of various processes, it is our
reporting capabilities that have the highest potential to impact top line revenue as well as profitability.
The Jonas reporting modules include:
+ The Executive Dashboard: Summary management reports with full drill down capability to the
initial transactions
+ Report Generators: Application-wide and module-specific report writers that allow users to
quickly create custom reports
+ Silent Partner: Report automation that allows users to schedule reports to be printed or emailed
to specific users on a set schedule
+ ODBC: Direct access to raw Jonas data for advanced users that wish to work with third party
reporting tools
Jonas is an exceptional system for capturing streams of data throughout your operation. But this
strength would be greatly limited without an easy way to organize, summarize and deliver this data
to management in meaningful ways. What information is most valuable to your organization? Is it
profitability of a specific operational subset, such as a job, customer, category of customer, piece of
equipment, geography and so forth? Or, are you interested in revenue over time for a certain
segment of your market? Perhaps you want to know which technicians or project managers are the
most productive. Armed with information such as this, management can decide how to allocate scare
resources and identify trends or opportunities to expand revenue or profits.
Jonas offers many standard reports, and an Executive Dashboard with drill down capability, that cover
the most common informational needs. But if theres one thing weve learned over the years, its that
no two contracting firms are alike. Each construction company manager has unique reporting needs
and preferences. For this reason, the bulk of Jonas reporting comes in the form of easy-to-use report
generators. These report generators allow you to build user and company-specific reports from any
data in the Jonas system.
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Reporting
M O D U L E SExecutive Dashboard
The Executive Dashboard is a powerful management tool that provides real-time views of
information across your entire organization. Each view within the Executive Dashboard allows
you to drill down from a high level summary to detailed source data. Available views include:
+ Receivable Views: Summary of accounts receivable with aged and outstanding
holdback/retainage
+ Payable Views: Summary of accounts payable with aged and outstanding holdback/retainage
+ Customer Views: Summary of profitability by customer
+ Project Views: Summary of project documents
+ Job Views: Summary of jobs by cost, revenue, item (phase) and type
+ Services Views: Provides the status of service orders for a selected date range with multiple
selection criteria
+ Equipment Views: Summary of costs and revenue for each piece and/or category of equipment
10 Reporting MODULES
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Master Report Generator
With the Master Report Generator, you can design any financial report you need quickly and easily.
This simple financial report writing tool allows you to create your own custom financial reports to
supplement the standard reporting options within the Jonas solution. The Master Report Generator
gives you complete access to summary financial and job related information, and the ability to include
budget and actual costs from user-defined periods in your reports.
Module Report Generators
In addition to the Master Report Generator, each major Jonas module, such as Job Cost, Service, Inventory
and Equipment, is equipped with its own report generator that allows you and your team to build
custom summary and detail reports.
Silent Partner
The Silent Partner tool runs in the background of your Jonas
system and automatically generates and distributes reports.
It provides notifications and warnings to managers and staff
and allows you to view tasks that are in progress, pending
and in history. With Silent Partner, you can schedule reports
to be automatically printed and/or e-mailed to clients,vendors and other users on a set schedule.
Jonas Software
www.jonas-construction.com
T: 1.888.789.9073
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Jonas Software
www.jonas-construction.com
T: 1.888.789.9073
Accounting
O V E R V I E WIn accounting, accuracy and security are paramount. The Jonas system was designed with this in mind,
and we give financial managers wide ranging control over how users interact with the accounting
system. Highly detailed user security at the module, screen and field level ensure that only authorized
users have the ability to view and/or change key information. Additionaly, detailed audit trails and
exception reporting allow you to quickly and easily find the source of any unusual transactions.
With accuracy and security established, processing speed is often a financial managers next concern.
The Jonas system was built with accounting at its core. Every function within the system is directly tied
back to accounting, which eliminates time consuming and error prone double entry processes. This
deep integration allows you to drill down from summary financial data to the transaction-level detail
captured in modules like Job Cost, Work Orders, Inventory and Payroll.
Key Features Include:
+ Full audit trails for all transactions that allow you to analyze irregularities or any detail of interest
+ User-level security that provides complete control over what individual users can access withinthe system
+ A multi-company/multi-division structure, with automatic inter-company accounting, that
eliminates the need to separately manage multiple entities
+ The option to have multiple accounting periods open, which provides the flexibility to work in
past periods as well as the current one
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Accounting
M O D U L E SGeneral Ledger
The General Ledger (GL) module, which is fully GAAP (Generally Accepted Accounting Principles)
compliant and designed specifically for contractors, is both powerful and easy to use. Open
accounting period flexibility allows you to work in the current period (month, quarter, year, etc.)
while the previous period is still open. User-level security clearly defines who can post transactions
to any given period, and multi-company accounting automatically completes routine inter-company
transactions.
Accounts Receivable
The Accounts Receivable (AR) module gives you full control over client invoicing and receivables
and gives your accounting group a simple and accurate tool to manage cash receipts. A wide
range of invoicing options are available, including progress billing, AIA, job cost, preventative
maintenance contracts, work orders and time and material billing. In addition, holdback/retainage
are calculated and released automatically.
14 Accounting MODULES
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Jonas Software
www.jonas-construction.com
T: 1.888.789.9073
Accounts Payable
The Accounts Payable (AP) module streamlines the management of supplier and subcontract invoices,
giving you an easy way to gain better control over cash flow. Choose which invoices to pay and when,
and automate functions like lien wavers, holdback/retainage release, direct deposit payments and
recurring payables.
Fixed Assets
The Fixed Assets module allows you to closely monitor the location and value of your fixed assets and
simplifies the management of depreciation and amortization. Track assets by category and location with
related purchase and selling prices, and calculate depreciation with automatic monthly journal entries
using a variety of rates and methods.
Master Report Generator
With the Master Report Generator, you can design any financial report you need quickly and easily.
This simple financial report writing tool allows you to create your own custom financial reports to
supplement the standard reporting options within the Jonas solution. The Master Report Generator
gives you complete access to summary financial and job related information and the ability to include
budget and actual costs from user-defined periods in your reports.
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Jonas Software
www.jonas-construction.com
T: 1.888.789.9073
Payroll
O V E R V I E WThe Jonas Payroll solutions are used by over 1,000 contractors across all States and Provinces to manage
their labor forces and meet strict reporting requirements. From union, open or mixed shops, to single
or multi-jurisdiction U.S. or Canadian contractors, Jonas Payroll will help you meet your specific
requirements.
Integration of Payroll with your Work Order and Job Cost systems, including field solutions such as
Jonas Mobile (pgs. 37, 38) and etimesheet (pg. 19), allows you to enter time just once for both billing
and payment purposes, while integration with your accounting modules allows for seamless labor
reporting across the system.
Key Features Include:
+ Numerous earnings and deduction codes
+ Government updates (federal and provincial/state) provided; required year end government
reporting can be handled either electronically or on paper
+ Users can select the level of detail they want to maintain within Payroll; Payroll and personnel
information is available through the Jonas standard report generator
+ Multiple standard reports including Equal Employment Opportunity (EEO), monthly progress,
quarterly tax, union, apprentice and job certification
+ Print certified payroll reports, current and historical
+ Record of Employment (ROE) may be issued within a pay period or after a pay period update
+ Extensive use of trade/occupation codes that determine both the pay amount for the employee
and the bill out rate no more double entry
+ Union and Payroll report generators provide ability to create detailed reports mixing payroll
details with employee file information; standard reports include union, apprentice, and Workers
Compensation
+ Employee Pay Views provide details of each check/statement issued to an employee
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Payroll
M O D U L E SCanadian & U.S. Payroll
Both Canadian and U.S. Payroll systems provide exceptional flexibility to meet the needs of
virtually any payroll situation, including processing of unionized payroll, certified payroll and
apprentice work. Multi-direct deposit/check features offer flexibility for both your employees
and your business.
Time & Attendance
The Time & Attendance module consists of a comprehensive accrual program for plan hours,
which eliminates the need for manual calculation of complex vacation and sick pay rules. Time &
Attendance provides timely information that allows both the employer and the employee to make
informed decisions.
Key Features Include:
+Multiple user-defined plans are available, each based on either calendar or fiscal year
+ Carry-over feature, with maximum yearly, maximum total and expiry date
+ Up to ten levels of seniority
+ Employee inquiry with hours and equivalent dollars
18 Payroll MODULES
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Jonas Software
www.jonas-construction.com
T: 1.888.789.9073
Safety Work Hours
The Safety Work Hours module tracks the safety records of your staff and helps you determine the
source of injuries through comments made for each entry.
Key Features Include:
+ Hours lost stored by employee
+ Inquiry compares hours worked to-date to lost time to-date, resulting in net safety hours
+ Hours are accessible by the report generator for further analysis and reporting
etimesheet
With the etimesheet module, you can dramatically improve billing and payroll cycle time and eliminate
double entry by allowing your field staff to enter their timesheets directly into Jonas via an easy-to-use
website. To learn more, see the Jonas Web Portal section on pages 41-43.
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Jonas Software
www.jonas-construction.com
T: 1.888.789.9073 2
Job Cost
O V E R V I E WThe Jonas Job Cost system combines all the tools you need to manage your projects, from initial bid to
completion. With the Job Cost system, all aspects of project administration can be handled from a single
screen. Integration with the other Jonas systems allows you and your project managers to access critical
details related to the customer, inventory, and equipment to make profitable decisions using real-time
information.
Key Features Include:
+ Seamless integration with all other elements of the Jonas solution, which reduces duplicate data
entry and allows your staff to access cross-company information from a single screen
+ Tools to easily manage and automatically release holdback/retainage
+ Multiple billing options to support a wide variety of contracts including unit, percent, dollars,
AIA billing and time and material billing
+ The ability to create your own job or cross-company reports using fully-configurable report generators
+ Drill down reporting tools that allow project managers to quickly get beneath the numbers to
better understand their projects
+ Punch list tracking, with accountability tracking, to expedite resolution of outstanding items
+ Easy access to open commitments with drill down to transaction detail
+ The option to set up certified payroll on a job-by-job basis to easily remain in compliance when
performing government work
+ The ability to track company-specific data using user-defined fields for advanced sorting and
reporting of job data
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Job Cost
M O D U L E SJob Cost
The core of the Job Cost system is the Job Cost module, which helps you track five different cost
types (actual, estimated, change order, committed and forecasted final) and understand variances
between each type. A built-in report generator gives your project managers full visibility into all
of their jobs.
Project Management
The Project Management module is fully integrated with all aspects of the Jonas core system and is
used to manage the workflow of a project from start to finish. Project Management tracks items that
must be fulfilled under a contract, including RFIs, transmittals, submittals and change orders requests.
Designed as a central location to track cost and non-cost related information for a project, Project
Management allows vital information and documentation to be at the users fingertips instantly.
This module will greatly assist with the planning; organizing and controlling of resources related to
a job and is essential for construction companies looking to complete time consuming projects.
22 Job Cost MODULES
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Jonas Software
www.jonas-construction.com
T: 1.888.789.9073 2
Construction Management
The Construction Management module is an intuitive tool for managing projects that were awarded
without a bid. From simple time and material billing to more complex fee-based structures, Construction
Management helps you easily calculate project invoices based on detailed cost information and ensures
that billable items are never missed.
Takeoff
The Takeoff module allows you to stop re-keying data and take control of your procurement process.
Enter data once to create a detailed list of required elements and the Jonas solution will automatically
transfer this data to estimates, change orders, proposals and procurement for the order of goods.
Job Scheduling
The Job Scheduling module clearly highlights project tasks that need to be scheduled and the resources
that are available to complete them. Project managers can easily design scheduling views that group
subcontractors and internal resources by skill sets, locations and date ranges.
1
2
1
2
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Change Order Management
The Change Order Management module tracks requests-for-information (RFIs) from inception
through approval to ensure that money is never left on the table. When change orders are
created, the Change Order Management module automatically updates the estimates, progress
billing and subcontract if applicable.
Subcontract Control
The Subcontract Control module makes complex tasks automated and easy. Not only will you
pay your subcontractors the correct amount, youll never pay them with an expired certificate.
Plus, you can create printed payment certificates so each subcontractor can see exactly what they
are being paid for. Full integration of the Subcontract Control module with the other Jonas
elements allows subcontract information to flow seamlessly throughout the entire system, creating
commitments for subcontracts as well as automatic alerts for expired insurance certificates. This
robust module also tracks all required certificates, creates subcontract change orders and allows
you to manage holdback/retainage.
Process Billing
The Process Billing module is an easy to use certificate generating tool used for projects with
multiple billings, removing the need to use a word processing package to create the certificate.
Progress Billing tracks contract price by job items (phase) and progress-to-date in dollars,
percentage or units, while materials can be tracked separately.
Homebuilding Subcontractor
The Homebuilding Subcontractor module is designed for residential electrical, HVAC, plumbing
and carpentry contractors. Tasks like tracking extras and scheduling warranty work are amongst
the many features designed to handle the complexities of the homebuilding market. Some features
within this module include scheduling software that allows your dispatcher to view the status of
each model and assign work as required. Certificate of Completion forms are processed
through billings, and warranty inquiry screens allow information to be retrieved by address.
24 Job Cost MODULES
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Jonas Software
www.jonas-construction.com
T: 1.888.789.9073 2
Service
O V E R V I E WThe Jonas Software Service system is a fully integrated work order management solution that combines
work order billing, preventative maintenance contracts, flat rate pricing and dispatching capabilities into
a single system designed specifically for service contractors. By utilizing the Service system, you can
manage work orders, customer service and technician productivity to increase the profitability of your
service operation.
Key Features Include:
+ Seamless integration with all other elements of the Jonas solution, which reduces duplicate data
entry and allows your staff to access cross-company information from a single screen
+ The electronic dispatch board, which gives you a simple tool to proactively manage your service team
+ The ability to schedule and mange your maintenance contracts for greater profitability
+ The option to bill work using a variety of contracts, including time and material, flat rate, progress
and pre-paid warranty
+ The option to use Jonas Mobile (pgs. 37, 38) and eService (pg. 41) to automate your service delivery
while reducing overhead, increasing technician productivity and improving customer satisfaction
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Service
M O D U L E SService Work Orders
The Service Work Orders module is the
core of the Service system. With this
module, you can quickly create work order
tickets and review enquiries, site and
equipment history and purchase orders all
from a single screen.
Service Dispatch
The Service Dispatch module provides a visual tool for dispatchers to view and manage the service
department. Dispatchers can view tickets by technician, geography, work type or any number of
other user-defined classifications, and can drag-and-drop work orders to move them between
technicians or schedule dates and times.
28 Service MODUL ES
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Jonas Software
www.jonas-construction.com
T: 1.888.789.9073 2
Service Contracts
The Service Contracts module gives you the ability
to create and manage prepaid service contracts
and pre-schedule required visits so they appear
directly on the dispatch board. Service Contracts
automatically matches revenue to work performed
and allows you to easily track service history by
customer and piece of equipment. In addition,
strong reporting tools help ensure that your
contracts are profitable.
Flat Rate
The Flat Rate module makes it easy to design
flat rate book prices for particular service tasks
or import rates from your current flat rate pricing
provider. The use of multiple books with multiple
rates and special customer-specific pricing is
supported. Integration with the other Jonas
solution modules makes sure that updated data
is seamlessly transferred to Inventory as materials
are used.
Tasking
The Tasking module allows you to create checklists
for technicians to use onsite to record numeric
values, such as pressure and temperatures, and
create a record to indicate that each service task
was completed as contracted. Tasking is also
available for Jonas Mobile (see pages 37, 38),
which allows checklists to be completed on a
handheld device and automatically attached to
the work order in the back office system.
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Jonas Software
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Inventory & Equipment
O V E R V I E WManaging inventory and keeping track of tools and equipment are critical to the profitability of every
construction company or service contractor. The Jonas Inventory & Equipment system consists of six
optional inventory and equipment modules that give you a complete solution to ensure that materials
and equipment dont fall through the cracks. Add any or all of the inventory and equipment
management modules to your Jonas solution to minimize capital and carrying costs and maximize
profitability.
Key Features Include:
+ Seamless integration with all other elements of the Jonas solution, which reduces duplicate data
entry and allows your staff to access cross-company information from a single screen
+ Multi-Faceted, fully functional inventory tracking system, managing the daily intricacies associated
with maintaining costs, optimal stock levels and effective reporting
+ Equipment Management tracks and reports profitability, ownership, maintenance, cost, revenue
and location of equipment
+ Procurement acts as an automated, alternate method to creating purchase orders
+ Tool Crib is a complete tracking system that aids in locating your tools in the shop, at the job site
or out being repaired
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Inventory & Equipment
M O D U L E SInventory
The Inventory module offers a flexible way to track and cost parts and other materials. Inventory
can be charged to jobs and work orders directly through the Inventory module, or from the Job
Cost and Service modules. In addition to
standard construction inventory functionality,
such as min/max quantities, non-stock items,
purchase history, multiple valuation methods
and so forth, the Inventory module also has
advanced functionality for building kits and
assemblies. Links from the Inventory
module to pricing services like Allpriser and
TRA-SER ensure that you always have access
to the most up-to-date pricing available for
your industry.
Barcode Scanning
Barcode scanning is fully integrated with the Jonas inventory module giving you the ability to scan
materials required to complete a work order and automatically charge parts in Jonas once the
scanner is placed on the dock. Jonas barcode scanning is a quick and easy method of selectingjob
materials that will save you time and provide you with accurate information, reducing the risk of
error. Scanners can also be used for your annual physical inventory count.
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Purchase Order
The Purchase Order module allows you to manage your requests-for-proposals (RFPs) and approved
purchase orders from a single repository. Configurable data entry control and revisions tracking allows
you to customize the purchasing process to fit your particular business needs.
NOTE: Purchase orders for inventory and non-inventory items can be created automatically via the
Procurement module or manually through the Purchase Order module.
Procurement
The Procurement module automatically generates purchase order batches for stock replacement or
specific jobs. The system can identify preferred vendors or vendors that offer the lowest cost to improve
your buying power.
1
2
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Equipment Management
The Equipment Management module allows you to consider every piece of equipment as its own
profit center. With up to seven different rate levels for charging equipment to jobs and work
orders, and sophisticated depreciation calculations and maintenance scheduling reporting, youll
gain a better understanding of the true cost of each piece of equipment while simplifying own,
rent or lease decisions. Integration between the Equipment Management and Payroll modules
eliminates duplicate data entry when accounting for operator time.
Counter Sales
The Counter Sales module offers a simple point of sale product for contractors that sell parts to the
wholesale or retail market. Full integration with the Inventory and Accounts Receivable modules
eliminates the need to enter sales data multiple times.
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Jonas Software
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Tool Crib
The Tool Crib module provides a complete system for tracking and locating your tools, whether
they are in the shop, on a job site or out for repair. Tool Crib allows you to charge tool rental rates
to jobs, which becomes an incentive for project managers to use tools more efficiently and
return them on a timely basis. This process dramatically reduces your capital investment in tools
and allows each item to become a profit center.
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Jonas Software
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T: 1.888.789.9073 3
Jonas Mobile
Jonas Mobile offers service contractors a new tool that will dramatically increase dispatcher and technician
productivity, while improving customer satisfaction and reducing billing cycle times. Jonas Mobile allows
work orders to be transferred seamlessly between your dispatchers and field technicians via a handheld
device. This technology reduces the need for technicians to call or physically return to the office to drop
off completed work order paperwork. It also eliminates double entry of work order data because
information entered by the technician in the field automatically synchronizes directly with your main
Jonas solution.
Key Features Include: + Complete maintenance checklists/tasks
+ Equipment lists with serial numbers and full model details
+ Complete customer lists
+ Full Inventory lists with quick search
+ Single technician or crew time entry
+ Customizable service recommendations and work
performed descriptions
+ Service visit history
+ Customer signature capture and storage
+ On-the-spot invoicing for flat rate work
+ Print or email work orders on-site
+ Automatic updates to the Jonas Dispatch Board
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Based in the powerful and flexible Windows Mobile environment, Jonas Mobile can run on
a variety of devices, from commercial grade PDAs or Smart phones, to ruggedized mobile
computers.
Jonas Mobilesaves your dispatchers time by:
+ Reducing dispatch to a one-click process
+ Reducing phone traffic between the offices and technicians resulting in a 25 - 30% increase
in productivity
+ Eliminating double-entry for billing, with full customer signatures captured on-site and
stored electronically
+ Reducing cycle time to three days or less
Jonas Mobile increases technician productivityby:
+ Reducing travel and phone time
+ Eliminating time-consuming paperwork
+ Allowing work orders to be completed using simple point-and-click technology
+ Reducing non-billable time on the road, such as driving to and from the office
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Jonas Software
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T: 1.888.789.9073 4
Do you remember a time when paying bills meant a trip to the bank? Or when you had to call your
travel agent or an airline directly to book a flight? Up until the last decade or so, these practises were a
normal part of day-to-day operations. Today, banks, airlines and businesses in just about every industry
use Web portals to eliminate these, and other, manual tasks.
Web portals are Internet gateways that give customers and employees secure, direct access to corporate
IT systems, 24 hours a day, 7 days a week. These automated information delivery systems improve
customer service and employee productivity while cutting cost. With our eService, eTimesheet,
eBackup and Construction BroadCast portal products, Jonas brings this concept to the construction
industry via easy-to-use hosted Web applications.
eService
Jonas eService is a portal that service contractors can offer or sell to their customers. With eService,
your service customers use a secure login to access the portal, where they can log new work orders,
view work order status and equipment history and see outstanding accounts payable invoices. eService
automatically notifies your customer via email when their work order has been dispatched, when the
technician arrives on-site and when the technician completes the work. eService functionality is rapidly
becoming a standard item on most large request-for-quotes (RFQs), and may soon be expected
functionality from all service customers.
Jonas Web Portal Products
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eTimesheet
Jonas eTimesheet is an employee time entry portal that allows your staff to enter labor hours
online via any Internet connection. With eTimesheet, employees or foremen use their own
secure login to enter hours for themselves and/or their crew, and view submitted hours for previous
pay periods. This technology eliminates the need for cumbersome and often inaccurate paper
timesheets. Full integration with the Jonas solution modules, including Job Cost and Payroll and
the corresponding codes, and support for your necessary approval processes, ensures that
eTimesheet effectively streamlines and automates payroll time entry.
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Jonas Software
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eBackup
Jonas eBackup is a unique alternative to traditional backup methods, replacing conventional tape-based
systems with a fully automated online solution. It provides centralized and automated backups of PCs,
file servers and application/database servers, with secure offsite storage and online restoration capabilities.
eBackup is secure because data is electronically vaulted and moved via the Internet to a remote location.
If needed, data can be accessed instantly once there is an Internet connection. This means that your
valuable data is only a few clicks away.
eRouting
Jonas eRouting is an easy-to-use live mapping tool that lets service contractors track the location of their
technicians, trucks and work orders in real time. eRouting uses the proven technology of Google Maps
to display the location of your work orders. It can also be integrated with your GPS tracking system to
display the location of your vehicles. With eRouting you can select the closest qualified technician to the
job simply by plotting positions on a map. With the map in view, you can click on a work order to see its
location. You can also click on a truck to find its location, and view what work is being performed at that
site. Jonas eRouting keeps you informed and increases efficiency by saving time and money thus allowing
you to complete more work orders throughout the day.
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Jonas Software
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Get your paperwork and electronics documents under control with Digio - the Jonas Document
Management system. Fully integrated with the entire Jonas solution, Digio allows you to electronically
capture, file, organize, retrieve, share, manage and generally control all documents generated from your
Jonas system and third party applications, such as Microsoft Office (Word, Exceland Outlook) and
Adobe Acrobat(PDF files).
Digio streamlines day-to-day operations and lowers administrative costs by eliminating the time spent
on manually copying, routing, filing and searching for paper documents. It also mitigates the risk
associated with not finding the critical documents you need to support issues like change orders, work
site delays and supplier disputes.
Digio Jonas -
Document Management
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Key Features Include:
+ Jonas Software Integration: Automatically saves and stores all documents created in the
Jonas solution, including invoices, work orders and reports. Documents are electronically
filed by customer, job number, work order number and any number of other user-defined
classifications schemes.
+ Microsoft Office Integration: Tight integration with all Microsoft Office applications,
including simple drop-down list located directly within the office application tool bar.
+ Windows Integration: Seamless integration with Microsoft Windows Explorerallows you
to simply right click on any document to quickly upload it to Document Management.
+ Search and Retrieval: Full text and tag-based search options allow you to quickly find the
document you need even if you cant remember where it is stored.
+ Paper Integration: Use a scanner to capture paper documents and archive them within
Document Management to create electronic files that are easy to locate and retrieve.
+ Reporting: Create summary level financial and other reports using a new, easy-to-use report
generator, and export directly to Excel.
+ Approval Work Flow: Electronically route documents, such as AP invoices, to managers and
supervisors for approval. This eliminates lost or misplaced paper documents and expedites
the approval process.
+ Version Control: Tracks document changes by user to create an audit trail for error correctionsand annotations, and prevent accidental deletions.
+ Burn to CD:Quickly and easily burn all documents related to a single job, individual customer,
time and material billing or user-defined criteria to a CD for easy document sharing outside
of the organization.
+ Security and Access Control: User level security controls access to documents on a user-by-
user basis. For example, designated documents can be shared among the entire project team
for enhanced collaboration, while access to private documents can be restricted to retain
confidentiality.
+ Storage Capacity: Virtually unlimited storage capacity offers the scalability you need to
create a complete digital archive of all your paper and electronic documents, photos,
correspondence and more.
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Contact Jonas Software toll free
to set-up an online demonstration
of our product today!
1.888.789.9073Website: www.jonas-construction.com
Email: [email protected]
NOTES:
Jonas Software
www.jonas-construction.com
T: 1.888.789.9073 4
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1.888.789.9073email: sales@ jonassoftware.com www.jonasconstruction.com