Exchequer for Companies Delivering a Service

Businesses focused on providing a service must provide high levels of customer satisfaction that build loyalty while maintaining, even increasing, their  efficiencies, workflows and of course profit margins.

Against a backdrop of rising customer expectations and fierce competition, Exchequer gives service companies a competitive edge, equipping them with the information, automation and control that frees them to focus on their customer base, and manage their diverse activities and workforce.

They can uncover and understand all aspects of profit generation that arise from customer projects. They build a body of corporate knowledge that lets them cost future jobs more accurately, and review project profitability to highlight where projects are coming adrift from the planned budget.

An integrated suite of modules

To the core Exchequer system, services companies typically add the following modules:

• Web or App based purchase requisitions, employee expenses and timesheet approval
• Project Costing
• Customer Relationship Management
• Stock Control
• Credit Control

Clients already using Exchequer operate in a wide variety of service industries, including: training and education, production, outsourcing, health services, property consultants and management, waste and recycling, IT services, transport and logistics, facilities management, cleaning services, security, marketing, communications, telecoms and many more...

Companies in contracting and in the construction and allied industries gain greater project control ...

• Manage billing
  Gain tight budget control with the ability to track costs and analyse results by reporting on individual jobs and projects at the touch of a button, even across multiple sites :
  • Set customer-specific pricing per service, or timed period.
  • Set cost rates and charge out rates specific to contractors and employees.
  • Automatic invoicing by customer specific periods, frequency, and expiry.
  • Staged invoicing, fixed price, time and materials, or non productive jobs.
• Manage Jobs
  Managers can track and control committed costs and provide over-budget checks at order entry stage. Exceptional management reporting lets you track profitability by type of activity, giving unprecedented level of analysis :
  • Fully integrated Job & Project Contract Costing module for services in any industry.
  • Draw down orders for contracted services.
  • Integrated RCT and Professional Services Witholding Tax.
  • Web-based timesheet entry and workflow approval, and expense entry and approval fully integrated to timesheet records.
  • Remote timesheet entry with Excel imports.
  • Remote invoice authorisation and approval by email.
  • Budgetary forecasts easily produced in your preferred formats.
• Manage equipment associated with jobs
  Manage the costs involved in using equipment as part of the job or selling it on to customers :
  • Use full blown stock or 'description only' stock module to track not just the values of services, but quantity of hours, days, visits, services.
  • Issue services and/or parts to clients.
  • Multiple VAT rates and full traceability.
• Seamless integration
  link with external systems, such as professional services/contracting systems ensuring a fully integrated business management and accounting solution

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