TRAVERSE InstallerX
ERP Software for Installers and Service Providers
You’re looking for robust business software to keep your installation services and products rolling smoothly to your customers. You need seamless integration through all aspects of your ERP, including dispatching, inventory, and financials. With TRAVERSE InstallerX, you can fulfill all of those needs.
In the modern construction and services industry, budgets and timelines are always tight. TRAVERSE InstallerX helps you streamline processes, eliminate overhead, and save money so that you can compete more effectively. Your organization needs a Business Intelligence solution so you can make fast-paced decisions.
TRAVERSE InstallerX brings you the powerful capabilities of TRAVERSE business and accounting software, and adds industry-specific functionality just for installers and service providers. Your organization will experience improved efficiency in scheduling, dispatching, and tracking jobs.
As a fully-integrated Business Intelligence solution, TRAVERSE InstallerX provides you a continuous flow of information to help you track everything including payroll, vendors, purchase orders, and delivery confirmations. With trustworthy information, you can confidently make fast-paced decisions to help your organization compete.
Industry Solutions
Fully-integrated accounting solution
- Complete accounting and distribution applications including General Ledger, Accounts Payable, Accounts Receivable, Purchase Order, and Inventory.
- Interactive views allow you to save and share report templates.
- Tight integration between applications eliminates imports and uploads to separate systems.
- Full inventory tracking and evaluation.
- General Ledger account masks designed for breakdown by business need
- Drill-down to source transactions from financial statements with one click.
- Accept payments electronically, and then use bank import capability to reconcile payments from retailers and other parties.
Unify communications between all parties
- Receive POs from big box retailers – easily communicate with mill, trucking, shipping, customer scheduling, and more.
- Handheld on-site technology helps to simplify waiver creation, job status and completion notifications, and subsequent payment authorizations.
- Easily and automatically create work orders from retailers (e.g. The Home Depot’s IconX).
- Take advantage of the latest technologies, including Web Services and EDI, to keep all of your interested parties in the loop and on track.
Automate and streamline installation and service tasks
- Take advantage of advanced installer functions such as tracking EPA Certifications, insurance, badge expiration, capacity, and waivers.
- Automatically create a payable for the subcontractor once the job has been verified as complete.
- Monitor staff and subcontractor responsibilities for improved efficiency.
- Receive an alert when a variance is detected in the downloaded purchase orders to increase efficiency and eliminate individual evaluation of each purchase order.
- Set priority status on each order (F&I, rapid, stock, and so on).
- Receive alerts on different metrics, including job completion, capacity, shipping, and more.
- Automatically import trucking manifests and other shipping documents.
Installation Industry Applications
When you choose the flexible and scalable ERP system from Open Systems as your services software solution, you can penetrate new markets, gain and maintain customer loyalty, and improve your ability to serve your existing customers. With applications designed specifically for the services industry, you can be more efficient and more productive, regardless of the size and scope of your channel.
Integrated with the ERP and accounting solutions, your needs are covered with these service specific applications:
Windows Solution for TRAVERSE
Service Director
TRAVERSE Service Director is a comprehensive work order and service management system for installation, repair, and maintenance businesses - both internally and in the field.
With Service Director, your organization will achieve:
- Fast, efficient call handling with quick work order entry and scheduling.
- Flexible customer invoicing for time and materials for a single dispatch or a series of dispatches.
- Seamless synchronization with TRAVERSE Accounts Receivable, General Ledger and Inventory.
Windows Solution for TRAVERSE
Project Costing
Keeping tabs on the course of jobs and projects could not be easier. TRAVERSE Project Costing is both a time billing and job costing application for the service industry.
With Project Costing, you can:
- Define the structure and type of each project, how the project levels will accrue income and costs, and how billing will be handled.
- Retrieve income, cost, billing, and write-up/down information at any time on a month-to-date, year-to-date, and project-to-date basis.
- Assign all tasks to one project manager, or delegate each task to a different manager.
Multi-Platform Solution for OSAS
Contractors’ Job Cost
OSAS Contractors’ Job Cost enables you to control costs with accurate accounting and reporting. CJC is designed for contractors requiring labor, material, and overhead cost breakdowns; certified payroll and a choice of billing formats - including AIA billing - to gain control of construction projects at every level.
With Contractors’ Job Cost, you can:
- Set up small, simple jobs with only one phase or large, complex jobs involving many divisions and phases.
- Fully document and promptly process billings to owners and general contractors.
- Evaluate your profit margin by viewing your original take-offs and the revised estimated costs after change orders.
- Save money and stay informed with timely, detailed information lets you know the status of each job.
Fully Integrated ERP Solutions
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I love the features in interactive views, especially when saving the view to be shared or recalled in the future.
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With it being Windows-based, it’s just so much smoother and easier to work with.
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Your purchaser, your plant manager can actually set up their own views, and do real-time inquiries.
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We’re in an industry that requires very specific production software - TRAVERSE ties into our industry-specific systems.
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For a manufacturer, that’s one of the most critical functions [Inventory], and obviously something Quickbooks and Peachtree couldn’t do.
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It was a seamless transition, at roughly half the price for what we would have paid for SAP.
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