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Example Business Scenario and Solution: 
Manufacturer of Custom Commercial Cabinetry and Millwork

Profile:

3 office employees, 6 shop employees
Uses Excel spreadsheets to track jobs
Uses Excel spreadsheets to create estimates
Uses QuickBooks for accounting

Issues:

Has difficulty tracking and controlling materials and inventory.

•  "We have extra material lying around but are unable to know what, how much and where it is"
•  "We are purchasing materials we don’t need resulting in wasted profits and cash flow"
•  "We also under purchase material which creates production delays and causes"

"We want to get control over our materials and inventory"

Spending valuable time filling out job sheets and entering them into a spreadsheet:

•  "This takes too much time"
•  "The guys don’t fill out the timesheets correctly"
•  "It is difficult to get a true job cost picture"
•  "The information is always too late to make a difference"


"We want easy, accurate and timely job cost reports and that will compare the actual to the bid"
Their Solution:
•  Time & Payroll Module
•  Job Cost Analysis Module
•  Material & Inventory Module
•  Choice of data capture technologies

“The guys actually like using Tractivity instead of filling out paper timesheets. And the owner is happy knowing the cost of every job compared to the bid. We use the Cabinet Vision link to bring the job materials right into Tractivity and purchasing is finally easy and accurate.  The Tractivity reports have helped us understand where our cost issues are and our shop manager has been able to keep us on schedule and below budget. We like the modular approach and we plan to add the estimating module next.”
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