Latitude Professional Edition

Benefits
Single Point of Entry

Single entry point for all data

Central management of all interactions with clients, prospects, associates & suppliers

Streamline the workflow from initial request to proposal, and all the way through timesheets & invoicing to accounts

All users can enter their own timesheets, equipment timesheets, disbursements & job data and run reports from both office and work site

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

Latitude Viewer that presents the data views most relevant to each users role(s) in the business. Views each present information that can be quickly filtered and sorted and then drilled into to see the source data records in almost any Latitude screen.  "My Time" Displays the users timesheets for the day "Outstanding Invoices" Lists all outstanding invoices in descending order of amount due


Record Tracking & Reporting

Search, filter and report on all company information

Track client & contact information

Manage and track survey equipment, vehicles, computers, software & other assets, including their maintenance records, manuals & hardware drivers

Record of employee professional & safety certification

Over 200 reports covering clients, projects, time, WIP, profitability, & employee productivity, so you can see how your projects are running day by day


Project Management

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

See what work to attend to next using any combination of project status, due dates, phase, notifications, reminders and post-dated register items

Allocate staff to particular projects, allowing you to control which jobs each of your staff can work on

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

Flexible cross-referenced site address & legal description database configurable for DLS, UWI, ATS, lot and block, indian lands, district lot etc

Split projects into tasks and tasks into sub-tasks. Estimate, quote and track actual time, disbursements and budget on each of them

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

Automatically produce project documents filled with data from selected Latitude customer and project fields

Finance management

Produce quotations, job packet sheets, invoices, statements, receipts and project documents using Word templates of your own design. Define your own file name structure for each document type

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

Handle different charge rates by rate schedule, work type, employee, project and time period

Raise draft invoices and allocate timesheets to them without affecting WIP

Swiftly prepare progress claims based on your current task completion percentage. Latitude calculates the correct invoice amounts and shows total amounts already claimed in prior invoices

Flexible invoicing

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

Over 200 reports covering clients, projects, time, WIP, profitability, & employee productivity, so you can see how your projects are running day by day


Document & File Management

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

Register Online Documents. Link files and documents stored in SharePoint, OneDrive, Google Docs and other cloud storage services

Manage and track survey equipment, vehicles, computers, software & other assets, including their maintenance records, manuals & hardware drivers

Record of employee professional & safety certification

Over 200 reports covering clients, projects, time, WIP, profitability, & employee productivity, so you can see how your projects are running day by day


Software Integration

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

Flexible invoicing


Security & Implementation

Security system to limit what each user can see and do

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

  System Requirements    

    Desktop        Windows 10 / 8 / 7, Parallels on Mac OS
    Browsers      Chrome, Microsoft Edge, Internet Explorer, Firefox or Safari
    Server            Windows, Windows Server to host shared database files

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