JONAS CONTRACTOR ACCOUNTING SOFTWARE OVERVIEW


Delivering on its stated goal of creating a fully integrated, single-source solution for construction professional's technology needs, Jonas Software offers customizable contractor accounting software that features 19 accounting modules and 23 construction project management modules. The Richmond Hill, Ontario-based vendor says its solutions are used by more than 1,000 general contractors, subcontractors, plumbers, HVACR, mechanical and electrical contractors across North America.

The Job Cost accounting module features a user-defined structure for coding unlimited job information -- job number, phases and types -- while Progress Billing handles general user-defined formats for certificate forms and styles, including the American Institute of Architects (AIA) standard. Standard Progress Billing tracks contract price by job items (phase) and progress-to-date in dollars, percentage, or units, with stored materials tracked separately, according to Jonas Software.

Change Order Management controls all field changes, price requests, quotations, revisions, and change order processes, with automatic updates throughout the system following approval, according to the vendor.

Subcontractor Control tracks subcontracts by job, vendor, and subcontract number. It also records the description of work and holdback percentage and the automatic release of holdback in detail or summary, the vendor said.

The Equipment Management module tracks and reports the profitability of each equipment unit. This contractor accounting software posts costs via payroll, accounts payable, service work order, job costing, general ledger and, ultimately, the Equipment module.

Procurement creates requisitions that automatically flow into purchase orders once the job is awarded and tracks the status of requisitions, the vendor said.

The Purchase Order component posts commitment to the job, inventory and equipment unit with multi-allocations feature, while retaining financial period integrity, according to Jonas.

Inventory features a single-entry format designed to relieve inventory and updates job, service item, or equipment files with parts, assemblies, or materials.

Lastly, the Homebuilder module, designed for residential construction professionals, handles complexities associated with tracking trades and billings for multi-lot projects, the vendor said.

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PRODUCT DETAILS

BASIC COMPANY INFORMATION

Support Offered:
       On site  
       Web  
       Phone Yes
Core Product Areas:
       Collaboration / workflow management  
       Project management Yes
       Scheduling and resourcing Yes
       Cost estimating Yes
       Document control / management Yes
       Job cost accounting  
Construction Types Supported:
       Commercial Yes
       General Contracting Yes
       Heavy and Highway Yes
       Industrial Yes
       Mixed Use Yes
       Residential Yes
       Specialty - MEP Yes

PROJECT MANAGEMENT DETAIL

Document Management and Control:
       Log & track plan changes Yes
       Log & track contracts and contract changes Yes
       Log & track correspondence, memos, etc. Yes
       Track submittals Yes
       Track submittal revisions Yes
       Submittal additions / changes trigger notifications  
       Scan images  
       Read CAD files  
       Capture / index image files  
       OCR text images  
       Direct links to documents (plans, drawings, contracts, etc.) Yes
Change Order Management:
       User-defined status codes  
       Ability to consolidate multple requests into single CO  
       Link plans, notes, etc. to change order  
       Historical tracking and commending  
       Change order triggers events such as cost revisions  
       Approval management and tracking Yes
Calendar Management:
       Schedule integration with Microsoft Outlook  
       Task notifications / updates Yes
Scheduling:
       Critical path management Yes
       Exceptions and alerts Yes
       Cross-project roll-ups  
       Cross-project resourcing Yes
       Schedule variances Yes
       Dependencies analysis & management Yes
Resource Management (subs and suppliers):
       Customize standard subcontractor forms Yes
       Resource costing Yes
       Resource leveling  
       Time reporting and approval Yes
       Contractor / vendor contact management Yes
       Vendor performance tracking Yes
Reporting and Analysis:
       Reports sent by email Yes
       Key metrics reports Yes
       Cross-project reporting Yes
       CPM analysis Yes
       Gantt charts Yes
       PERT diagrams
Budgeting and Forecasting:
       Earned value analysis Yes
       Track actual costs / expenses to date Yes
       What-if analysis  
       Forecast cost-to-complete Yes
       Cash flow forecasting Yes
       Cost/budget variances Yes

ESTIMATING DETAIL

Take-off:
       Takeoff using digitizer Yes
       Onscreen takeoff Yes
       Mouse takeoff  
       Digitizer tablet support  
       Graphics digitized  
       Custom annotations and libraries supported  
Items & Assemblies:
       Item lists Yes
       Cost items Yes
       Markups per item Yes
       Unit-price bidding Yes
       List / construction unit / composit assemblies Yes
       Visual assemblies Yes
       User-defined forumlas Yes
       User-defined fields and headers Yes
Subcontractor / Vendor Management:
       Quote comparison Yes
       Purchase order management Yes
       Change order costing Yes
       Bid tracking Yes
       Subcontractor management Yes
Quotes, Bids & Proposal
       Proposal generation Yes
       Purchase order generation and management Yes
       Line item bids  
       Bid rounding  
       Lump sum bids Yes
       "Ballpark" estimating  
       Financial allocation / markup "spread"  
       Change order processing Yes