In cleaning, security and facilities management, protecting your margin is paramount no matter how much you turnover. With fully integrated payroll, accounts and automated workflow, TemplaCMS Core controls your key back-office functions, like contract administration, payroll, purchasing, billing, budgeting and analysis.
TemplaCMS Core reflects the realities of service industries in a way that off-the-shelf payroll software cannot. It recognises staff who work at multiple pay rates, across multiple sites and mirrors staff structures specific to client contracts. Field management has real-time access to rosters and timesheets along with planned absence and holiday cover via a web portal. That means changes within a pay period like variations, terminations or general pay rate or budget changes are immediately visible to your teams. Key pay exceptions can be automatically referred for authorisation via workflow.
With TemplaCMS Core, integrate all contract, recharge consumables and one-off work billing requirements into one or more consolidated billing runs. Customer billing information requirements are clearly defined, so you can invoice according to customer preference. Key future changes to customer charges in advance and retrieve updated invoice values automatically when they are due. Dashboard information delivered to your managers ensures you stay on top of outstanding payments and aging debt.
Budget every cost and revenue stream at any level of the business you choose, from individual site to the company level, so you can analyse profitability from contract task upward. Track key budgets in real-time, with full variance analysis, and send graphical performance data to your managers’ dashboards. Each time a new contract is added or an existing one changed or terminated, budget changes are instantly reflected in financial reporting. No more time-consuming updating of spreadsheets or risk of overspend due to lack of budget visibility.
Manage your flow of scheduled periodic, specialist and one-off work through a system of work bills that are planned and scheduled or generated by field and office staff on an ad hoc basis to handle customer requests. Work bills generated can be managed with workflow authorisation and alerts when work is due. Work bills are required to schedule hours and engage subcontractors. Each work bill can have budget costs tracked against actuals for labour and supplies, with automated billing on completion. Reports show the status of all open work bills to support monitoring, invoicing and accounts accruals, so you no longer need paper records.
With TemplaCMS Core, you can restrict managers to pre-agreed budgets and authorised product lists, recharging customers at agreed prices or margins. E-trading, via electronic data interface with janitorial suppliers, removes the need for manual duplication in order processing and supplier invoicing.
Workflow and document management reduces the admin resources needed to manage contracts and instigate approval processing. It speeds up complex tasks, like contract start-up, where new documentation is needed quickly and sign-off required. An audit trail of approvals provides reassurance if something goes wrong.
Don’t take our word for it. See how TemplaCMS Core can help support your back-office functions.
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