Construction Accounting Software : Quick Start Instructions

Your Construction System is setup now. It will manage all your jobs, documents, labor, and material. If you have questions call us at 714-368-1500 (M-F, 9-5, Pacific Time USA). Here are your steps to getting started:

1. Log into the system as Administrator

Go to constructionsystem.com/construction and log in with username xxx and password xxx.

2. Enter your first Job into Construction System

Enter you first job as follows:

1. Go to the Main Menu

2. Click Add New Job

3. Fill in the New Job Screen and click Enter.

3. Review the Jobs in Construction System

1. Go to the Main Menu

2. Click Active Job Summary Sheet

Note: The Active Job Summary Screen is the hub of your system. This is where you keep track of the work on hand.

4. Edit a Job and/or Upload a Document

This Active Job Summary Sheet shows the jobs in your shop. To edit a job follow these steps:

1. Click the Red Edit ball.

2. Click Job File Storage tab.

3. Click Choose File in the Add a Job section.

4. Find the file (a job drawing for example) and click Choose

5. Click Upload.

The document is now uploaded to the job. It can be used (viewed) by anyone in your business.

The job edit screen allows you to track job information, job notes, finishing details, and upload documents. At the top of the Job Edit Screen you will see four tabs. Just click those tabs to go to that section of the job.

5. Overview on Adding Labor and Materials to a Job

Construction System works by opening a job (you've done that already) and then adding material and labor against that job. The things you add to a job (material, labor, equipment hours, etc.) come from the Asset Database. Basically you can think of the Asset Database as the place to carry all the things that you will be adding to the job as you work it.

6. Adding Assets to the Assets Table

To add an asset to the Asset Database, follow these steps:

1. Go to the Main Menu and click Add New Asset Record.

2. Select the type of asset you are adding (employee, material, equipment, or rental)

3. Fill in the top portion of the form

a. If employee fill in first, last, and rate (the amount you bill per hour)

b. If equipment or rental fill in equipment name and rate.

c. If material fill in subtype and cost

4. Scroll to the bottom and click Add Record and Close

7. Adding Labor to a Job

1. Go to the Main Menu and click on Labor and Material Entry

2. Select the Job from the drop down list

3. Click Proceed to Labor Entry Screen

4. In the Standard Labor Employee section, pull down to the employee (must be entered into the Asset table to appear - see step 6) and enter the hours.

5. Repeat for all employees on that job, that day.

5. Scroll to the bottom and click Add these Labor Entries to the System

Now that labor (and additionally that material) is carried with that job.

8. Tracking Labor on a Job

To review the labor (and materials, equipment, and rentals) on a job follow these steps:

1. Go to the Main Menu and click Active Job Summary Screen

2. In the Labor Column, click the Job Number

3. This will show you all labor, equipment, rental, and materials entered against this job.

You can create an invoice from this screen by clicking Create This Invoice

9. Editing Labor in the System

1. Go to the Main Menu and click Labor and Material Edit.

2. Select the starting and ending date for labor edit.

3. Select the job number

4. Click Proceed to Labor Entry Screen

5. Edit your entries (employees, hours, or quantities)

6. Click Update Labor and Quit

That is an overview of how Construction System works. Basically you open a job and adding everything that goes into the job into that job. Now you know:

1. All information regarding the job.

2. All documentation for that job.

3. Labor and Materials in the job.

4. Reports for the job delineated by a labor, overtime, equipment, rental, and material section.

5. Invoices for the entire job or from date to date.

Construction System allows you to control all aspects of your business. You can track everything, including invoices to insure that you get payment. Once the job is complete you archive the job. Now you have everything you are doing, and have every done, in your system - in a format that you can find, use, and print.