Customer Billing
Management
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Customer Registration
- Customer registration is a fundamental step in eresource On-Demand's contracting module, enabling businesses to build and maintain a database of clients and partners for streamlined project management. This feature offers a comprehensive solution for managing customer information, facilitating effective communication, and enhancing client relationships.
Key Features
Centralized Customer Database:
eresource On-Demand provides a centralized repository for storing and managing customer information. It simplifies the process of adding, updating, and retrieving customer data.
Data Segmentation:
Organize customers into different categories based on their project involvement, type, or geographical location. This segmentation helps in targeted communication and reporting.
Contact Details:
Store customer contact details, including names, addresses, phone numbers, and email addresses. This information is essential for project communication.
Project Association:
Link customers to specific projects or contracts, allowing for easy access to project-related information and history.
Document Management:
Attach relevant documents such as contracts, proposals, or project specifications to customer profiles for quick reference.
Benefits
Efficient Communication
With easy access to customer contact details, your team can communicate with clients and partners efficiently.
Streamlined Project Management
Associate customers with their respective projects, enhancing project tracking and reporting.
Enhanced Customer Relationships
Maintain up-to-date customer records to ensure a high level of service and responsiveness.
Sales Order
- In the dynamic world of contracting, efficient sales order management is crucial to ensuring project success and client satisfaction. eresource On-Demand's "Sales Order" feature empowers your team to create, track, and manage sales orders seamlessly.
Key Features
Order Creation:
Easily create and customize sales orders for your clients. Include project details, quantities, delivery schedules, and pricing terms.
Real-time Updates:
The system provides real-time updates on order status, ensuring that your team stays informed and can take proactive measures when needed.
Document Attachments:
Attach relevant documents, such as project contracts or specifications, to the sales order for easy reference and compliance.
Order Tracking:
Monitor the progress of each sales order from creation to fulfillment, making it easier to meet project timelines.
Customer Integration:
Sales orders are seamlessly integrated with the customer database, allowing for quick access to customer information.
Benefits
Streamlined Sales Process
Create sales orders efficiently and maintain a clear record of project requirements and client commitments.
Real-time Visibility
Keep track of order progress in real-time, enabling proactive decision-making and issue resolution.
Improved Communication
Clear and well-documented sales orders facilitate effective communication with clients and project teams.
Enhanced Customer Satisfaction
Meeting order deadlines and project requirements enhances client satisfaction.
Billing Milestone
- Efficient billing milestone management is a critical component of successful contracting. eresource On-Demand's "Billing Milestone" feature provides you with a comprehensive solution to track and manage project billing at key stages.
Key Features
Milestone Definition:
Easily define billing milestones for your projects. These can be linked to specific project activities, completion stages, or other predefined criteria.
Customized Billing:
Create customized billing plans for each project based on agreed-upon terms with your clients.
Billing Documentation:
Attach relevant billing documents, such as invoices and payment receipts, to each milestone for a complete financial history.
Payment Tracking:
Keep track of payments received against each milestone to maintain a clear record of project finances.
Benefits
Improved Cash Flow
By defining and tracking billing milestones, you ensure a steady and predictable cash flow.
Timely Invoicing
The automatic alerts and documentation features help you send invoices promptly, reducing payment delays.
Project Transparency
Billing milestones enhance project transparency for both your team and clients.
Reduced Disputes
Clear billing documentation reduces the risk of billing disputes and helps maintain positive client relationships.
Joint Measurement Certification
- In the world of contracting, accuracy and transparency are paramount. eresource On-Demand's "Joint Measurement Certification" feature empowers your team to create, certify, and manage joint measurement documents efficiently.
Key Features
Certification Creation:
Easily create joint measurement certifications for your projects, including detailed descriptions of measurement criteria and methodologies.
Document Attachment:
Attach relevant documents, such as blueprints, sketches, or photographic evidence, to support the certification.
Certification Review:
Assign certification reviews to appropriate team members or external parties for validation and approval.
Approval Workflow:
Set up approval workflows to ensure that certifications are reviewed by the right individuals within your organization.
Revision Tracking:
Maintain a version history of certifications, making it easy to track changes and maintain an audit trail.
Benefits
Data Accuracy
Joint measurement certifications ensure that project measurements are accurate, reducing disputes and claims.
Transparency
Providing transparent certification processes enhances trust and collaboration among project stakeholders.
Efficiency
Streamlined certification creation and review save time and resources, contributing to project efficiency.
Compliance
Certifications help you adhere to industry and regulatory standards.
Progressive Invoice (RA Bill)
- Efficient management of progressive invoices, also known as Running Account (RA) bills, is vital for successful contracting projects. eresource On-Demand's "Progressive Invoice" feature simplifies the creation, tracking, and management of RA bills.
Key Features
Invoice Creation:
Easily create progressive invoices based on the project's contractual terms and milestones. Customize each bill to reflect the work completed.
Multi-stage Invoicing:
Divide project billing into multiple stages or milestones, allowing for incremental invoicing.
Auto-calculation:
The system can automatically calculate the invoice amount based on work completed, quantity measurements, or predetermined percentages.
Approval Workflow:
Set up approval workflows to ensure that certifications are reviewed by the right individuals within your organization.
Document Attachment:
Attach all relevant documents and evidence, including measurement records, certificates, and project status reports.
Audit Trail:
Maintain a comprehensive audit trail for each RA bill, recording changes, approvals, and payment status.
Benefits
Improved Cash Flow
Progressive invoicing ensures that you receive payments throughout the project's duration, improving cash flow.
Transparency
Clear and accurate RA bills enhance transparency and trust between you and your clients.
Dispute Prevention
Detailed invoices, with attached supporting documents, reduce the risk of billing disputes.
Timely Payments
Incremental billing encourages clients to make timely payments, reducing financial strain on the project.
Supply Bill
- Effective supply bill management is crucial in the contracting industry to ensure that your project expenses are accurately recorded and paid in a timely manner. eresource On-Demand's "Supply Bill" feature streamlines the process of creating, tracking, and managing supply bills.
Key Features
Bill Creation:
Easily create supply bills for the goods and materials supplied to your projects. Include detailed information on the items supplied, quantities, unit prices, and any associated taxes.
Document Attachment:
Attach relevant documents such as supplier invoices, delivery notes, and receipts to the supply bills for comprehensive documentation.
Approval Workflow:
Define approval workflows to ensure that supply bills are reviewed and approved by the appropriate personnel within your organization.
Payment Tracking:
Keep track of payments made against supply bills to maintain an accurate record of project expenses.
Integration:
Seamlessly integrate supply bills with your project accounting and financial systems for accurate cost tracking.
Benefits
Expense Accuracy
Supply bills ensure that all project expenses are accurately recorded, preventing errors and cost overruns.
Transparency
Transparent supply bill management enhances trust and collaboration with your suppliers and project stakeholders.
Timely Payments
Efficient supply bill processing helps ensure that suppliers are paid promptly, maintaining good supplier relationships.
Cost Control
Detailed expense tracking allows for better cost control and adherence to project budgets.
Installation Bill
- Efficient management of installation bills is crucial in the contracting industry to accurately track and record expenses related to installation work. eresource On-Demand's "Installation Bill" feature simplifies the process of creating, tracking, and managing installation bills.
Key Features
Bill Creation:
Easily create installation bills for the installation services provided on your projects. Include comprehensive details about the services rendered, labor hours, equipment used, and associated costs
Document Attachment:
Attach relevant documents such as work orders, service reports, and any supporting photographs or diagrams to the installation bills for a complete record.
Review and Approval:
Set up review and approval workflows to ensure that installation bills are thoroughly examined and approved by the appropriate team members within your organization.
Expense Tracking:
Keep a close eye on expenses related to installation work and maintain an accurate cost record for each project.
Integration:
Seamlessly integrate installation bills with your project accounting and financial systems for precise cost tracking
Benefits
Expense Accuracy
Installation bills provide precise records of installation-related expenses, reducing the likelihood of errors and financial discrepancies.
Transparency
Transparent installation bill management enhances trust and collaboration among your team and project stakeholders.
Timely Payments
Streamlined installation bill processing ensures that service providers and contractors are paid promptly, strengthening professional relationships.
Cost Control
Detailed expense tracking enables better cost control, contributing to adherence to project budgets.
Customer Bill Status Report
- Managing billing and keeping track of customer payments is a critical aspect of successful contracting projects. eresource On-Demand's "Customer Bill Status Report" provides you with a comprehensive view of the billing status for each customer, ensuring that you stay on top of your financial transactions.
Key Features
Billing Overview:
Access a detailed summary of all outstanding bills and their current statuses. This allows you to see which customers have pending payments and take appropriate actions.
Filter and Search:
Easily filter and search for specific bills, customers, or payment statuses, simplifying your review process.
Payment Tracking:
Monitor the progress of customer payments, including partial payments, overdue bills, and successful payments.
Payment Reminders:
Set up automated payment reminders to ensure that customers are reminded of their outstanding bills and due dates.
Customizable Reports:
Tailor reports to suit your organization's specific needs, making it easy to generate and share up-to-date billing information.
Benefits
Enhanced Financial Control
Gain greater control over your organization's finances by having a clear overview of customer billing and payment status.
Timely Collections
Use the report to prioritize collection efforts for overdue bills, ensuring that payments are received promptly.
Improved Customer Relationships
Stay in constant communication with customers regarding their billing status, helping to maintain positive relationships.
Efficient Decision-Making
Data-driven insights enable more informed financial decision-making and forecasting.