product overview

Function Point covers prospecting, job management, resource utilization, job costing, and reporting to help you trim time and increase productivity.

 Relations

Relationships

clients / vendors / prospects

Clients

One location for everyone. Stay updated, organized and on track with client information, including multiple contacts, numbers, email addresses and hold it all together with notes and attachments.

Vendors

Who did we buy that from? Keep your vendor info in one place. For everyone to resource and apply to Purchase Orders.

Prospects

What is in the pipeline? Account Executives can track sales leads, follow up tasks, dates and notes and includes qualification levels, lead sources and tools for estimation of submitted, approved and declined proposals.

 Management

Job Mgmt

Estimates / Jobs / Briefs / Tasks

Estimates

Create job estimates, track approval status, manage revenue projections while setting up phases, services and tasks needed to complete the job. PDF printouts match your brand each time.

Jobs

Your job list was never more visible...who's on it, what is the hot list for today, are we on budget. One click easy.

Briefs

Capture key job information about the strategic imperatives based on job types and share across the company.

Tasks

Specific items need to be completed while balancing workloads across teammembers. Founded on jobs, phases and services, tasks can be tracked by person due date and hours completed.

Timesheets

Timesheets minimize ignorance and uncertainty regarding what's getting done, when and by whom, regardless if entered by day or weekly views.

Purchases

PO's to track purchases, ensure accuracy and pass through to invoices for clients.

Invoices

From estimate to invoice with a full compliment of measures in between.

Searchable

Ad hoc search capabilities provide reports on all modules with on screen, sortable lists that output to PDF and CSV.

Predefines

Function Point offers a list of preset reports that require simple parameters to help you find the exact information you are looking for.

Data Extract

Data outputs to CSV and spreadsheets permit development of unique reports across the system. If you need a special report, let us know and we'll put it together for you.

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Web Based Agency Management tools

 

fp can't compete with the family dog, but it's a close second ...

Function Point Software provides web-based time sheets and project management tools, as well as resource utilization and customer relationship management.

Our web-based interface is visually oriented and offers a variety of on screen reports and graphic descriptions of output; it can be used on our server as a Software as a Service or set up on yours, and works perfectly with Apple, Windows and Linux operating systems.

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We work and are compatible with many accounting softwares:

  • Agency management
  • Work flow processes
  • Use of web based time sheets
  • Productivity reports
  • CRM solutions for sales
  • Job tracking
  • Developing time lines
  • Perfecting job estimates
  • Recording expenses and reporting