AUTOQUOTES INTERFACE

Import Projects with thousands of  Items in Seconds

Creates items that do not exist

Preserves the accessories and options of items

Use the AQ Project number or assign through TRX Enterprise™

Creates customer (if desired)

PROJECT CONTROL

TOOLKIT

Management by exception: identify MFG w/ shipping date issues, drill down to the PO detail to see which items and enter status notes for PM reports

Track and report status of POs to Project Manager

Create Warranty letters

Create Price Protection Letters

Complete Project Reporting

Billing Sheet showing original contract and change orders

Contract Status Report for field review

Project Analysis Report

Customer Sign Off sheet for Materials

To contact us:

Phone: 727.797.4707
Fax: 727.797.4846
E-mail: sales@trxi.com

PROJECT BILLING

Milestone or Progress billing

Proper recognition of customer deposits not tied to Materials

AIA Billing

Calculate Retainage

Summarize Items without Accessories as completed or Stored Materials

Bill % for down payment by item

Quantify Change Orders on the G703 form

Change Orders roll up into one line

Final Billing

Bill Materials, Install and Freight to recognize revenue

Auto Apply Credits for Milestone or AIA billing

Accruing Revenue

Accrue revenue based on % complete method

Auto Reverse accruals

EQUIPMENT HANDLING

All items imported from AQ

Generate Project POs in minutes with complete tie to accounting

Change Orders can ADD, CHANGE, DELETE or REPLACE items

Changes existing PO’s without user action

Create Pick Tickets for Project

Ship Pick Tickets and enter serial numbers

O&M INDEX REPORT

Assign Service Agency to MFG on Project

Serial Numbers Displayed by Item

Print Index Report for O&M Manuals