Prisma ERP

Prisma ERP Features

Estimating and Proposals

• Line-Item Budgets: Build budgets for materials, labor, services, and subcontracts.
• Markup and Margin: Apply markup, margin, overhead, bond, and insurance percentages before sending a quote.
• Cost-Linked Quotes: Tie quotes to actual costs and inventory levels.
• Cost Breakdowns: View costs by material, labor, direct cost, and administrative cost.
• Proposal Templates: Create proposals with notes, disclaimers, payment terms, and client e-signature.

Project Management

• Project Pipeline: Track projects on a board with configurable stages.
• Project Dashboards: View financial and purchasing KPIs for each project.
• File Repository: Store project photos, files, and materials in one place.
• Phase Scheduling: Set project phases with start and end dates and assign staff to each activity.

Billing and Change Orders

• Progress Invoicing: Issue partial, full, or progress invoices.
• AIA-Style Billing: Generate AIA-style G702/G703 progress billing and track retainage.
• Change Orders: Log change orders and add them to the total contract value.
• Payment Tracking: Track invoiced, received, and outstanding amounts by project.

Job Costing and Profitability

• Budget vs. Actual: Compare budgeted and actual spending by project and by phase.
• Margin Tracking: Track profit, actual margin, labor hours, and subcontractor costs.
• Cash Flow: Monitor cash flow for each project.

Reporting and Forecasting

• Executive Dashboard: View monthly income, expenses, and profit.
• Year-Over-Year Sales: Compare sales against the previous year.
• Revenue Forecasting: Forecast monthly revenue from historical data.
• Standard Reports: Run aged receivables and project status reports.

Field Operations and Time Tracking

• Work Orders: Dispatch crews and manage work orders.
• Task-Based Time Tracking: Record clock-ins and clock-outs by assigned task.
• GPS Check-Ins: Capture crew locations from the field.
• Hardware Support: Use fingerprint clock-in devices, tablets, scales, and barcode scanners.
• SMS Notifications: Send crew and customer text messages through Twilio.

Manufacturing and Inventory

• Bills of Materials and MRP: Manage bills of materials, material requirements planning (MRP), and production runs.
• Automated Production Orders: Generate production orders automatically and show operators their next tasks.
• Capitalized Costing: Calculate capitalized production costs.
• Real-Time Inventory: Track raw materials and finished goods across locations and trucks.
• Reorder Alerts: Set automatic reorder points and replenishment alerts based on projected sales.
• Lot Traceability: Trace lots and serial numbers, including FDA traceability for food and beverage producers.
• Cycle Counts: Run periodic inventory counts.

Purchasing and Accounting

• Purchase Orders: Create requisitions and purchase orders, and route purchases for approval.
• Mobile Receiving: Receive goods with barcode scanning.
• Accounts Payable and Receivable: Manage vendor bills and customer invoices.
• Online Payments: Accept payments through Stripe with automatic reconciliation.
• QuickBooks Online Sync: Sync customers, invoices, and payments.
• Google Calendar Sync: Publish events one-way to Google Calendar.

Prisma ERP Pricing

Prisma ERP does not publish pricing on its website. The software is licensed per admin user and sold as an annual subscription; monthly billing is not offered. Buyers need to contact ASG Tek for a custom quote.

Implementation is billed separately on an hourly basis. ASG Tek delivers implementation through its five-step Prisma Framework: operational analysis, process and user mapping, initial data configuration, bilingual training, and go-live.

Factors that affect pricing:

• Number of admin user licenses
• Company size and operational complexity
• Implementation scope and hours
• Hardware purchases, such as fingerprint clock-in devices, tablets, scales, and scanners

Video Overview