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Overview |
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Blake Developments, an Australian company,
has designed PCBx3 Manager, a business management software
application, specifically for small to medium-sized businesses in
Australia and New Zealand.
Used by a growing number of clients today,
it is an affordable, easy-to-use system to manage all critical business
functions in one integrated software application.
PCBx3 Manager provides real time access to
critical business data for you to respond to clients faster and grow
your business more profitably.
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Business Benefits |
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PCBx3 Manager provides features that
help you run and grow your business in a way usually found only in
software for larger organizations.
Integrated modules eliminate duplicate
entries and allow you to successfully control and manage key
business functions with ease and at the same time provide real-time
figures and trends.
Key business functions that are
supported by PCBx3 Manager
Sales, marketing & product promotions
Client Relationship Management (CRM)
Job request processing & assessment
Job costing & quote management
Service job allocation, routing & invoicing
Service job contract management & maintenance
Project costing, billing and management
Accounting, General Ledger & Payroll
Finance & Taxation including BAS
Business administration and tools
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Industry
Guide |
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PCBx3 Manager is ideally suited to the
services industries with an emphasis on initial costing, one-off
and recurring service calls and project management.
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Building & Construction
Contractors
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Residential Builders & Subcontractors
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Specialty or Service Contractors
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IT/Software/Design & Development
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Business Services & Consulting
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Catering Services
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Commercial Cleaners
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Landscapers
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Module
Overviews | PDF |
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Available module overviews
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Features
and Functions |
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Accounting and Financials
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Financial accounting - handles all
financial transactions including general ledger, journal entries,
intra-company transfers, bank depositing and account
reconciliations and management. Comprehensive pre-loaded
chart-of-accounts allows for immediate transaction recording
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Credit & risk management - monitor
accounts receivables, place debtors or sites or jobs on-hold, manage
reminders and follow-ups, issue adjustment notes, process change
requests and track items not billed yet
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Integrated tax management - handles
periodic BAS reporting and journal posting. Record tax notices and
assessments, allocate key taxation events and manage affairs of multiple
entities
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Financial reporting - easy access to
key financial reports including separate profit & loss analyzer with
in-built KPIs, budget comparison and options for period & entity;
report on EBT, EBIT and EBITDA
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Financial Tools - integrated
break-even calculator that can use real-time data or allows manual
input; prepare high-level budgets across multiple entities
Client
Relationship Management (CRM)
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Sales opportunity tracking - log all
client interactions including automatic event notices; easy access to
client history and follow-up actions due
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Client register - provides a
comprehensive overview to all key client items with drill-down access
and search options
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Site register - view a site's key
items and drill-down to transactions. Search for sites, move sites to
different clients, manage site ratings that can include postcode areas;
automatically create external site folders for pictures & files
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Microsoft Outlook integration -
trigger emails from anywhere in PCBx3 Manager, send HTML emails for
workflow notices, quotes and invoices
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CRM KPIs - real time key
performance indicators are integrated into main menu
Operations
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Client request management - track
and manage client requests received, batch allocate requests to HRs,
automatic integration of workflow status notifications that can be sent
to clients via email
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Quote / cost management - from quote
preparation to completion to acceptance, source line-items from
inventory, PCB library or previous quotes. Send completed quotes via
email in HTML format. Track and manage completed quotes and any
follow-ups. Classify quotes for reporting and analysis
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Service management - handles all
aspects of service call routing for one-off or recurring service calls
and provides comprehensive tools for contract management including batch
processing of contract renewals. Send invoices via email in HTML format
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Project management - from planning
to completion, allocate and manage resources, process variations,
monitor milestones and forecasts, invoice options include cost-plus,
fixed-price percentages and more
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Internal Jobs - quick access to all
internal quotes, jobs and projects
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Operations KPIs - real time
key performance indicators are integrated into main menu
Human
Resources Management
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HR Register - create new or manage
human resources including GST entities
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HR Loans & Purchases - monitor loan
advances given and repayments made, track purchases paid for by HRs and
reimburse via payroll
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HR Payroll - process weekly payroll
obligations for employees, semi-contractors and GST entities; authorize
uploaded external PCBx3 TimeSave timesheet transactions
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HR Superannuation - batch process
superannuation obligations by fund or specific HR and automatically post
corresponding journal entries. Provides administrative functions for
fund members, account IDs and more.
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PCBx3 TimeSave Interface - fully
integrated external Microsoft Excel based timesheet system provides
upload and download capabilities
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Issue Timesheets - handles
paper-based timesheets and electronic PCBx3 TimeSave timesheets that can
be send via email
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Meeting, training & event management
- manage vital meetings & trainings including intended attendees and
actual attendances. Keep track of key OH&S trainings and others
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PCB Library integration - make use
of key HRM related library topics for easy access, compilation of
policies and OH&S lists that can be referenced to external files and
folders
Marketing
& Promotions
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Marketing campaigns management -
create and maintain marketing campaigns, allocate promotional items from
the inventory or PCB Library and preset discounts offered; include sales
scripts that can be accessed by CRM call logs
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Sales promotion management -
provides a one-page overview of all current marketing campaigns and
products on promotion
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PCB Library integration - make use
of Marketing library topics for easy access, compilation of policies,
notes on competitors and more; entries can be referenced to external
files and folders
Task
Manager & Calendar
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Integrated task management -
provides a unique foldable one-page interface that can show tasks
spanning 10 years
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Link tasks - allows the linking of
tasks from anywhere to business functions, client
related items and external references; delegate tasks to HRs
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View tasks in calendar - all tasks
created can be viewed in Task Manager or PCB Calendar
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Transfer to Microsoft Outlook -
allows posting tasks to MS Outlook
Management
Tools
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Decision Manager - provides
assistance in decision making via simple pro/contra entries or advanced
benchmarking and weighting options - © Stefan M Villinger
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Suggestion Manager - suggestions
that are posted anonymously by users can be managed and acted on
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Task Manager - unique foldable
one-page 10 years view with numerous functions and integrated "Time
Management Matrix" - © Stephan Covey
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KPIs - real-time KPIs embedded on
main menu and integrated KPI module
with graphical representation of underlying data
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Balance Score-card Management -
evaluate the progress of the enterprise in a collaborative team-oriented
way
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File/Folder Integration -
automatically create folders for clients, sites, contacts, HRs and
vendors. Store client/job related external files and pictures and
quickly access all from anywhere within PCBx3 Manager
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