Latitude Business Edition


Features

  • Single entry point for all data
  • Streamline the workflow from initial request to proposal, and all the way through timesheets & invoicing to accounts
  • Central management of all interactions with clients, prospects, associates & suppliers
  • Search, filter and report on all company information
  • Track client & contact information
  • All users can enter their own timesheets, equipment timesheets, disbursements & job data and run reports from both office and work site
  • Security system to limit what each user can see and do
  • If staff enter their time every evening, you can run reports the next morning to see where projects are up to and thus nip blowouts in the bud
  • See what work to attend to next using any combination of project status, due dates, phase, notifications, reminders and post-dated register items
  • Staged implementation to ease the initial learning curve for less computer literate staff by using the security system to 'hide' parts of Latitude you don't need on Day 1, and then gradually introducing more features to them as they become comfortable with using Latitude
  • Register of almost any type of information related to a job, project or business contact, including plans, drawings, requests, variations, conversations, spreadsheets, data files, emails & letters
  • Flexible cross-referenced site address & legal description database configurable for DLS, UWI, ATS, lot and block, indian lands, district lot etc
  • Full record of all billable & non-billable time on both external and internal projects
  • Automated creation of new projects from template projects for each of your standard project types that prefills project details, quotes and project folders with a single click
  • Split jobs into tasks and tasks into sub-tasks. Estimate, quote and track actual time and disbursements on each of them
  • Produce quotations, job packet sheets, invoices, statements and project documents using Word templates of your own design
  • Create multiple current quotations per job, so you can keep track of the total of all variations to the original proposal accepted by your customer
  • Allocate staff to particular projects, allowing you to control which jobs each of your staff can work on
  • Automatic map of all nearby projects, allows you to pull your field notes from old projects to quickly find survey marks
  • Project KMZ link to export & update project site location data in Google Earth and GIS software
  • Schedule field crews or individual staff on jobs and automatically notify them by email
  • Work logs to conveniently record and track all field employees' work hours, expenses, equipment usage, and other job details on a single screen. At the end of a work day, the crew chief can enter the log of work for all crew members and print a copy for the client to sign. Work & expenses can then be reviewed and authorized by managers before timesheets are generated and automatically fed into the Latitude billing system
  • Allow customers to electronically sign a log of work on an iPad or Android tablet to confirm that the work was done
  • Manage and track survey equipment, vehicles, computers, software & other assets, including their maintenance records, manuals & hardware drivers
  • Record of employee professional & safety certification
  • Automatically notify employees/groups about tasks to be done, calls to make, applications to follow-up, meetings to be held and projects to start via the notification list screen, a daily reminder email and Outlook popups
  • Maintain contacts in Latitude and automatically export them to your Exchange email server for use in Outlook
  • Automatically produce project documents filled with data from selected Latitude customer and project fields
  • Raise draft invoices and allocate timesheets to them without affecting WIP
  • Reduced delay in invoicing as all data is available to immediately invoice at any time rather than having to wait until the end of the month
  • Swiftly prepare progress claims by percentage of work done on tasks, by allowing Latitude to calculate invoice amounts and total amounts claimed on previous invoices
  • Flexible invoicing
  • Remote access via RDS / Terminal Server
  • LatiWeb client for browsers that allows entry of timesheets and lookup of client & job details while on-site or at home (requires Microsoft IIS webserver)
  • LatiReporter contains sample reports that you can copy and modify and sample queries that you can use to export data to Excel for analysis
  • Open database allows you to write your own reports using tools such as Crystal Reports
  • Latitude Remote Client (LRC) - remote user system
         Runs on all computers away from the main office, whether they be in branch offices or in the field   Makes running on remote computers almost as quick and easy as running directly on your server or cloud server
         Drag email from Outlook to LRC and have an email register item created and the actual email saved as a linked file in the project folder
         Drag files from remote computers to the register and have them saved to the project folder and attached to the register item
         Drag files from remote computers to create new register items
         Open files such as CAD files locally on remote computers by simply clicking on them on the register
  • Print reports on remote printers
  • Runs on cloud based servers
  • Over 200 reports covering clients, projects, time, WIP, profitability, & employee productivity, so you can see how your projects are running day by day
 

System Requirements

    Windows 10 / 8 / 7 / Vista / XP on all workstations
    Windows 10 / 8 / 7 / Vista / XP, iPad, iPhone, Android tablet, Android phone, Windows Phone 7 / 8 / 8.1 / 10 for remote clients
    Internet Explorer 11 / 10 / 9 / 8 / 7, Firefox or Chrome for Help System
    Internet Explorer 11 / 10 / 9 / 8 / 7, Firefox or Chrome for LatiWeb clients
    Server: LAN, WAN, Cloud
    Microsoft SQL Server 2014 / 2012 / 2008 R2 / 2008 / 2005 or SQL Express

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