March 24, 2020
Information at a glance with details galore
We use Jonas Premier to track costs to jobs. We hold all documents pertaining to each job within Jonas. We use workflow to take advantage of being as paperless as we can. This allows for easy access to project managers who work in other states.
The system will bill and email the client directly. We use a custom tab to keep track of the ever-changing needs of each lending institution. We have added the lien waiver that pertains to that particular institution within the system.
The system will bill and email the client directly. We use a custom tab to keep track of the ever-changing needs of each lending institution. We have added the lien waiver that pertains to that particular institution within the system.
- Job Dashboard gives you a great summary of that job at a glance. I can even pull direct reports based on the fact that there are drill-downs.
- I can go right to the receipt with the GL report drill-down capabilities.
- Workflows make the product accessible from anywhere for approval when I have people on the road.
- Dragging and dropping reports to in AP will then go to documents under the job it is attached to.
- There is not a great option for lien tracking at this point.
- When printing waivers, you have to go an repick everything in your check run.