Jonas for Service Contractors

Jonas Accounting and Service Management Software is used by over 1,000 HVACR, Mechanical, Electrical and Plumbing Contractors across North America to drive revenue, increase efficiency and to help make better business decisions. Jonas offers a complete package of over 40 fully integrated, innovative, flexible and industry specific solutions including Accounting, Payroll, Job Cost, Service Management, Inventory and Equipment Management, Project Management, Document Management, Mobile Technology and Web Portal Solutions. Contact us today for a free online demonstration.

Accounts Payable

Features Include:

• Integrated with General Ledger, Purchasing and Inventory
• Extensive vendor information including payment terms, discounts, 1099 fields, Use tax, email address, and standard G/L allocation
• Multi-banking facility with separate ýQuik Bank Reconciliationý features
• On-demand ýQuik Checký feature

Accounts Receivable

Features Include:

• Fully integrated with multiple invoicing methods: Progress Billing, Architects Industry Application, Job Cost, Service/Work Order, Time and Material, manual and automatic billing features
• Inquiry drill-down to invoice distribution with additional information from ýSticky-Notesý feature for easy cash collection records, to reprinting of invoices
• Multi sub-ledger options, with subledgerless inquiries, reports and statements
• Automatic calculation and release of retainage/holdback
• Customer specific defaults: billing rates, preferred technician, purchase order required, flat rate rules, sales and work order categories

Dispatch

Features Include:

• User-defined columnar display, terminology, and coding structure with company, division and dispatcher specific views; selective sorting and filtering
• Schedule on demand with easy re-schedule capability and option to view workload by day, month and year
• Dynamic time tag features for calls taken, dispatched, arrived, completed, date quoted, date billing prepared, date billing approved, and date billed
• Ticket drill down for further views or editing of information

Fixed Assets

Features Include:

• Track assets by category and location with related purchase and selling prices and dates
• Record and report insurance values
• Track depreciation with option to automatically update on a monthly basis
• Various rates, book or tax methods with either straight line or declining balance

General Ledger

Features Include:

• Quick setup of financial presentations with unlimited number of report designs
• Multi-company/division/department structure with automatic inter-company accounting
• Drill down to source documents from inquiry, both current and historical Journal, accrual and reversing entries may be recorded directly to job, work order, or equipment modules

Inventory

Features Include:

• Effective single entry process to relieve inventory and update job, service item or equipment files with parts, assemblies or materials
• Supports bar coding and scanning of items
• Multi-company, warehouse/truck, and inter-company warehouse feature, including stock level inquiries, stock counts and updates
• Handles manufacturer part numbers, serialized inventory, bill of materials, model templates, and parts cost tracking by multiple vendors
• Provides re-order information, sales reports and detailed transaction logs for further review and decision making

Job Costing

Features Include:

• Flexible user defined structure for coding of unlimited job information - job number, phases, types - provides the basis for linkages throughout the system and reporting tailored to meet each contractor’s needs
• Full project control, including estimates, units, costs, job billing, manual time and material billing, internal change orders, commitments, projections and variances
• Comprehensive reporting with user-defined sort categories, conditions and filters. Available report generator handles ability to review the information in your format
• Project tools for tracking tenders, deficiencies, locating tools and drawings, and risk management features are inherent with the module

Payroll

Features Include:

• Easy payroll entry or update labor when used in conjunction with the Time Keeper module
• Current, historical and archived pay history, pay period by pay period
• Multi-union processing and reporting
• Comprehensive Mini-Personnel for tracking of absences, reminders and personnel notes

Purchase Order

Features Include:

• Customize how you create and track purchases, from receipt tracing to accruals to printing options
• Facility to post commitment to the Job, Work Order, Inventory and Equipment unit with multi allocations feature, while retaining financial period integrity
• Automatic sequential numbering and back order tracking provides further control
• Jonas Report Generator handles most requirements for information, with standard designs included

Report Generator

Features Include:

• Security option to restrict other users from either editing or printing a report
• Design codes are easy to find with speed and text search tools
• Several options for conditioning, filtering, performing calculations as well as a Save As feature
• Ability to develop, save and reproduce standard report formats eliminates need to recreate report designs

Time & Material Billing

Features Include:

• Set up billing tables with pre-determined rates by job phase and by craft/occupation code
• Full integration ensures system validates against existing employee and occupation codes
• Preparation of a schedule of line item billings is usually performed, which may be edited before the invoice is automatically created
• Automatic merging of the Time and Material billing is similar process to Jonas Job Invoice auto merge facility when merging regular progress billings or architect billings into an invoice