Time and Material Billing
The Windows T-Bill program is designed to allow the contractor to generate and track invoices in order to bill customers for time and material jobs. This program consists of three main sections:
- A complete database of both items & assemblies that can be price updated from most major pricing services.
- The invoice portion designed to reflect “time & material”, “time & material not to exceed”, “quoted”, or “callback” all generating a different type of invoice.
- The Windows T-Bill program can operate with any of the McCormick Systems’ Windows estimating packages or run as a stand-alone program
McCormick System’s T-Bill database is driven by the same item & assembly database as the Windows family of estimating software. Each item can have an unlimited number of specifications (name, number, DCI code, date of last update, etc.) and can be updated by major pricing services. Each assembly can have up to 256 items.
The database has the ability to be brought up in many different ways to help you find an item/assembly.
The T-Bill program uses the same simple, demand controls as McCormick System’s Windows family of estimating software and can be used “stand-alone” or attached to your existing McCormick database so that only one database needs to be maintained.
McCormick Systems’ T-Bill will allow contractors to create custom work orders based on any database that has been installed. That means your crews in the field won’t have to “second guess” the office to show what materials have been used. They simply find the correct entry and enter the amounts, or they can write in what has been used. The work order is already setup to match the database directory.
The office can even include the basic assemblies such as data/voice outlets, cable tray, racks, which make the field crew’s task even easier, just total the amount and enter it.
It’s possible to create multiple work orders for each type of job, i.e. residential, commercial office, warehouse, etc. as well as multiple pages and custom headers.
McCormick System’s Windows T-Bill program is very easy to use. Once in the program, select the customer to invoice. You can create a new invoice or view/edit an existing one. You may select the type of invoice (time & materials, not to exceed, callback and quote). You also have the ability to select the craftsmen or estimator. All of this from an easy point and click interface.
All that is left at this point is the input of items from a list submitted from the field. Entry can be by line item or assembly input. If you input from an assembly (2 to 256 items with one keystroke), you have the ability to edit the list (take away items not used, change quantity, etc…).
Your invoices are saved as you work. You may print an invoice at any point or continue to edit one until you have achieved the required result. At any point, T-bill allows you to print out an invoice for management review prior to mailing and posting.
Invoices can be printed two ways. First is a Customer Invoice that will show information based on the type of invoice chosen, (i.e., Time & Material, Quote, Not to Exceed, or Callback). This invoice will include Quantities, Description, Price and Amount. It will also breakout subtotals for Labor, Material and Tax as well as the final total amount due.
Second is an Office Invoice that will have all the above information as well as your cost, extended amount and tax codes. You also get the Total Cost, Profit and Percent to see immediate value of the job.
All the invoices can be “batched” to allow printing at a later time when they are all complete instead of one at a time, saving time and resources
Using estimating software from McCormick Systems will improve the way you do business. You will have the ability to quickly produce complete, accurate and consistent bids.
Just as important as an accurate bid is the ability to provide complete documentation. Complete documentation makes your organization look more professional, as proven every day by over 34,000 McCormick users worldwide. Our users include most of the top contractors in the industry. They all agree that McCormick Systems Estimating Programs increase their productivity, success, and their bottom line.
Take the Office with You
McCormick Estimating Systems are designed to be compatible with desktop PCs, laptops, and tablet PCs, enabling you to work anywhere (especially at the job site).
McCormick’s database is the core of our estimating program. With this database, you can create detailed and accurate bids your way. Our database can store virtually unlimited amounts of items & assemblies plus unlimited amounts of items & assemblies to each job. Any assembly can contain unlimited items which can be taken off as a unit. Both items & assemblies can be modified to fit your needs; it is easy to add, move, and edit them. Items & assemblies contain user definable specification fields. As an example, Price 1 could be your cost, Price 2 your sell price and Price 3 could be a change order price. In addition, each item and each assembly can have its own unit price. We designed the database to be a productivity tool. By taking advantage of its powerful capabilities, you can increase your accuracy and cut your estimating time up to 75%.
Software Support/Training Classes
Important assets of McCormick Systems are the training classes. We have thousands of contractors from all across the Nation that attend our regularly scheduled classes at our training facilities in Arizona and Maryland. These classes are enjoyable and include hands on experience of a full run-through of an estimate with your estimating package. Furthermore, we can arrange a trainer to visit your facility and train your estimating staff onsite without the hassle and disruption of travel.
In addition to our training, another asset of McCormick Systems is our software support. All of our programs come with unlimited access to our support staff. Our tech support staff is highly trained with a minimum of 5 years with McCormick Systems. Their combined areas of expertise will assure that your questions, whatever they may be, are answered quickly.