Save valuable time managing personnel data.
Integration with the Payroll module
Simple management of both people and reporting requirements
Maximum flexibility in sorting and reporting data
Differentiates applicant from employee data
Organization employment history
Safety history records including OSHA reporting and Workers’ Comp
Employee drug testing results, dates, locations, and actions
Employee disciplinary actions and grievances
Flexible invoices for all your customer requirements.
Full integration with Vista Accounts Receivable, Job Cost, and General Ledger modules
Ability to initialize owner pay estimates based on cost or percent complete
Easy retainage hold and release
Maximum flexibility in tailoring invoices with Crystal Reports
Billing options from AIA preprinted forms
Manage your subcontracts your way.
Integration with other Vista module
Special handling of subcontract deduction items such as insurance and bond
Create work files that generate subcontractor pay estimates
Detailed invoice history by item including retainage and payments
Manage compliance at the invoice level
Discovering better ways to manage equipment assets is more important than ever. Leading contractors are finding quick return on investments by implementing a contemporary software solution that provides visibility to all profit centers. Managing cost and revenue on equipment is key to success in the competitive construction market and can have a noticeable impact on your bottom line. Equipment Management is fully integrated with other Vista modules for single-step data-entry.
Time-saving single step data entry and updates with full integration to Vista
Set-up flexible revenue rates for each piece of equipment
Easily track location for equipment movement
View monthly calculations of book depreciation with fixed asset schedules
Following are the features of Equipment Management created to deliver equipment revenue and cost information to all profit centers from a single point of entry
Automatic uploads from industry standard 3rd-party depreciation packages
Seamless integration with Payroll, Purchase Order, Inventory, Job Cost, Job Billing, and General Ledger
Preventative maintenance alerts
Define maintenance schedules with detailed listing of maintenance activities, service descriptions, parts required, estimated hours, etc.
Automatic alerts for parts or components still on warranty during work order set-up
Automatically initialize work orders for maintenance by date, shop equipment, job, etc.
Close multiple work orders with one action
Update meter readings from various operations in the equipment system
Enter mechanics’ time to the equipment or component within the equipment by cost item
Calculate mechanics’ labor burden on an exact basis or as percentage of labor
Equipment Management is fully integrated to Vista – a software solution designed to reduce costs, streamline workflows, and ultimately make every project more profitable.
Track trends for informed decisions.
A graphical view of your business performance
Helpful data on Job Cost, Project Management, Equipment
Management, and Human Resource key performance indicators, frequencies, and durations
Ability to configure SQL Server to automatically load information into visual dashboards
Full data security allowing users to see only permitted information
Vista’s scalable Content Management and workflow solution reduces unnecessary costs and overhead through integrated process automation and document archiving – helping to minimize the challenges associated with paper and other electronic-based content. Document Management delivers an intuitive and useful tool for attaching, indexing, and routing documents throughout your organization. You also have the ability to attach transaction documents to existing data records.
Features allow you to:
Effortlessly index content and securely store it in the database
Instantly capture images from paper documents via batch scanning
Scan documents or simply drag-and-drop emails, photos, contracts, invoices, and other documents directly onto the record
Capture, validate, approve, and route documents
Store all documentation electronically in a centralized system – and retrieve it reliably and easily
Remove bottlenecks and other inefficiencies from document-based processes
Upload or download documents, photos, and more using the mobile device of choice
Gain advantages in the bidding process and subcontractor qualification.
Full integration with Vista Project Management and Accounting modules
Bid administration to assist your estimating department in managing the bid process
Track small or minority business bids and manage your SWMBE goals
Better view into market trends and win/loss performance
Track project opportunities and bid performance
Intuitive and streamlined workflows
Pre-qualification for peace of mind before hiring subcontractors
Enhanced organization-wide profit center reporting.
Full integration with Vista Accounting and Operations modules
Ability to configure account codes to report by user-defined profit centers
Automatic journal entries that follow your business practices
Multi-company and multi-level profit center reporting
Flexible budgeting with revisions, notes, and ability to auto-reverse entries
Your data now. Up-to-the-minute cost control and reporting.
Your data now. Up-to-the-minute cost control and reporting.
Full integration with Vista Accounting and Operations modules
Accounting with one-step posting
Payment worksheets (from which module?) interface to Accounts Payable
Multi- and inter-company payables with the same invoice
Vendor compliance to warn of subcontract issues
Invoice comparison between quoted costs on subcontracts and PO’s
Full integration with Viewpoint Job Billing and Material Sales modules
Multi- and cross-company receivables management and reporting
Fully-automated sales tax, write-offs, and discounts offered/taken
Automatic invoice generation and recording
Fast customer accounts and contracts status availability
Immediate update to General Ledger and Cash Management
Up-to-the-minute financial analysis of your business
Payroll flexibility that grows with your business.
Full integration with other Vista modules
Multi-user functionality for time-card entry on one screen
Easy editing and high level control with batch entry
Online prompts for eliminating stacks of reference printouts
Capabilities for fast daily Job Cost reports
Fully up-to-date ACA and other Federal, state, and local regulatory requirements
Job Cost is at the core of Vista. Designed to equip Accounting and Operations with timely, accurate information on the progress of jobs in useful formats, Job Cost provides an extensive library of reports and drill-down inquiries. These reports and inquiries can be copied and modified, or new reports can be developed using the flexible Crystal Reports™ system. With Job Cost businesses can:
Streamline Data Flow – Enter job budgets and change orders directly in Job Cost, or import from various estimating products through the Vista Project Management system. Committed costs are established as the job “buyout” flows through the Purchase Order and Subcontract modules and actual costs are updated from Payroll, Accounts Payable, Equipment Management, and Inventory.
Track Job Progress – Report and update job progress in units or percent complete. Analysis of job performance compared to budget is available for all stored values, including units, hours, and costs, as well as calculated values such as cost/unit, hours/unit, units/hour, etc.
View immediate cost information to assure every project is under budget and profitable.
Provide quick information for managers on the progress of jobs.
Receive real-time cost updates from Payroll, Accounts Payable, Equipment Management, and Inventory.
Effective Project Accounting
Enter job budgets and change orders directly in Job Cost or import from various estimating products through the Vista Project Management system.
Automatically calculate projected final costs based on job-to-date costs and units or percent complete. Link Job Cost phases to billing items to analyze item profit or for creating job billings.
View detailed breakdown of equipment and assign employees by phase cost type during the projection process.
Use flexible multi-part codes to allow job numbers and phase numbers to be defined with different levels or parts.
Set a maximum retainage amount on a percentage or flat rate basis with automatic retainage tracking; billing process adjusts or discontinues retainage as the limit is reduced or met.
Track change orders with the optional Project Management module from pre-approved or “pending” status through approval process, updating budgets, committed costs, and contract values in Job Cost.
Automatically make overhead allocations based on user-defined criteria.
Increased Efficiencies and Improved Financials
Override revenue and cost projections at the job/ contract level for Work-in-Progress and financial reporting purposes.
Track jobs or contract items linked to profit centers in General Ledger.
Reconcile Job Cost to General Ledger easily since revenue and cost types are tied to specific account codes.
View payroll hours and costs, equipment and material usage, and other data immediately updated to Job Cost.
Establish committed costs as job “buyout” flows through Purchase Order and Subcontract modules.
Automatically update actual costs from Payroll, Accounts Payable, Equipment Management, Inventory, and Material Sales modules.
Access extensive library of job cost reports and drill-down inquiries.
Copy and modify reports and inquiries or create new reports with Crystal Reports™.
Drill-down on reports from summarized levels without having to navigate through multiple screens.
Create user-defined memo fields and notes throughout the system to track miscellaneous information for sorting and reporting purposes.
Job Cost is a key module of fully integrated Vista - a software solution designed to reduce costs, streamline workflows, and ultimately make every project more profitable.
Make your purchasing process flow with ease.
Full integration with Vista modules
Controls for managing the purchase of parts and materials
An orderly “work flow” from point of request to final review, approval, and issuance of POs
Ability to track and monitor commitments, shipments, and expenses
Ability to handle blanket purchase orders
Ability for inventory scans to initialize purchases based on preset order quantities when stock is low
Extensive notes section on PO header or line item levels
What you need when and where you need it.
Full integration with all Vista accounting and operations modules
Inventory tracking at multiple locations – warehouses, plants, etc.
Pricing of inventory to jobs or equipment
Automatic updates to Job Cost and General Ledger
Interact directly with Purchase Order and Accounts Payable modules
Set up a bill of materials to identify the quantity of each component of a finished good
A complete history of inventory transactions
Ability to view inventory by location – quantity on order, on hand, and allocated
Productivity and Analysis
Manage documents. Streamline tasks. Protect profits.
Intuitive Document Management for attaching, indexing, and routing documents
Scan documents, drag-and-drop emails, index content, and securely store files in the database
Simultaneous multi-user capability with Workflow capabilities for increased efficiency
A graphical view of your business performance with Business Intelligence
Integrated pre-built Microsoft® Excel dashboard templates and Pivot Tables
Financial Reporter is a standard component of Viewpoint’s financial planning tool – Financial Manager. Fully integrated with the Vista General Ledger for simplicity and efficiency in creating flexible, presentation-quality financial reports, Financial Reporter gives you control of your data and provides the ability to print or distribute reports in various file formats on demand or at designated times. Report packages can include summary level reports with drill downs to detailed line items or variance reports comparing data to actuals, as you complete the budget, and move through the financial year.
A graphical report visualizer provides a comprehensive, user-friendly interface to visually design, on-screen, even the most demanding report layouts. The Job Scheduler allows the chaining and automation of many tasks that need to occur on a regular basis such as interfacing (imports / exports) with other systems, allocations, add-in routines, and reports.
Create and modify reports without the need for IT assistance or custom programming.
Easily manipulate data in Excel with an advanced export that preserves formulas and formatting.
Save time with automated report scheduling and distribution.
Share financial information through a file export and web based viewer that lets others view, drill-down, and print reports.
Financial Planner is offered as an add-on module of Viewpoint’s financial planning tool – Financial Manager. Fully integrated with Vista General Ledger for simplicity and efficiency, Financial Planner provides easy-to-use tools for detailed budgeting, planning, and forecasting in key areas such as Operations, Salary, and Capital projects. Enable unlimited collaboration without sacrificing control by combining Web technology, a secure centralized database, dynamic data entry views/templates, and a multi-level workflow system.
With Financial Planner you’ll have the tools necessary for exceptional financial management that meet the needs of every area in your business.
Reduce budgeting cycle time and eliminate spreadsheets
Easily manage the budget approval process with multi-level workflow routings
View immediate impact of a budget change on a specific account, department, division, or entire organization.
Assign flexible security roles in combination to specific users to achieve desired access while minimizing maintenance effort.
Easily plan and forecast staffing requirements and expenditures.
Automate complex tasks.
Full integration with Vista
Automation of your organization’s unique workflow and procedures such as job setup and buyout, new employee paperwork, and quarter/year end processing
Assistance in locating areas of inefficiency
Gives managers the opportunity to view the status of specific internal projects
Create checklists and assign particular tasks to users
Update tasks for review
Automated email notifications of tasks that require attention
Simultaneous multiple user work-through process capability
Track trends for informed decisions.
A graphical view of your business performance through user-friendly graphical reports
Helpful data on job cost, project management, equipment management, HR key performance indicators, frequencies, and durations
Configure SQL Server to automatically load information into reports
Full job data security allowing users to see only their information
Mobile Field Manager is an effective mobile application suite for tracking and recording time, equipment, and production hours from the field. Mobile Field Manager integrates with Vista or nearly any existing construction accounting system to provide real-time visibility anywhere, anytime. Features include:
Ability to track labor, equipment, and production hours from anywhere including places without network connectivity
Real-time visibility on what has been done in the field
One-click updates to payroll, job cost, and equipment modules
Available on an iPad, iPhone, and Android smart phone and tablet
Complete support by Viewpoint – one call for customer support
Work Order Management
Integrated Work Order Management for more efficient processing of service and small job work.
Fully integrated with other Vista modules
Quick Customer Response with Inbound Call Taking
Flexible and Accurate Service Pricing
Flexible, Multiple Work Order Billing
Streamlined Work Order Processing
Productivity and Profitability Reporting
The effective management of service agreements is the life blood of contractors that perform service work. They create an ongoing revenue stream and real value for the company that makes managing an ever growing service customer base possible to manage.
Fully integrated with other Vista modules
Effectively Manage Service Agreements
Fully Integrated with Work Order Management Module
Manage the entire Service Agreement process
For on-time, profitable jobs these days it is essential to have a powerful project management tool to facilitate all the complex work activities that occur simultaneously. Vista Project Management is easy-to-use, reflects real world construction workflow and processes, and is integrated with Vista Accounting – improving operational efficiencies, streamlining processes, and eliminating double entry leading to more profitable projects as follows:
Project Management offers:
Project Information at your Fingertips – With Work Centers, a centralized hub, Project Managers are able to view, analyze and make decisions with critical data such as forecast cost to complete, budget overruns, unapproved change requests, unanswered RFIs, overdue submittals, and revised specifications.
Complete Document Tracking – Track submittals, RFI’s, transmittals, daily logs, project meetings, punch lists, and other project documents. Manage important documents including change orders, subcontracts, and PO’s.
Streamlined Workflow – Automatically query other Vista modules for information regarding subcontractors, suppliers, vendors, materials crews, equipment, personnel, and phases. The PM Import programs allow you to upload estimating data into Project Management from a variety of third party estimating software packages.
Easy access to key information immediately
Fast information for project managers to ensure projects stay profitable
Reduce profit fade by staying ahead of scope changes and cost impacts
Seamless integration with accounting for efficient information flow
Simplified workflows for processing change orders, subcontracts, and PO’s
Reduce time spent searching and retrieving documents
Reduce project communication turnaround time
Following are the features of Project Management providing the tools for businesses to simplify workflows, manage costs, and stay profitable
Work Centers – Information at a Glance
Track and log critical information, perform tasks, view related records, send email, and include attachments associated with projects in one central location
Navigate PM records by project, view document logs, launch, edit, and perform related tasks off returned data sets.
Tailor workflows and easily organize tasks with intuitive information presentations
View, analyze, and make decisions with up-to-date data such as forecast cost to complete, budget overruns, unapproved change requests, unanswered RFIs, and overdue submittals
View user-defined PM items that need attention; e.g., submittals that are coming due
Launch related tasks directly from another Project Management task; e.g., create a Pending Change Order (PCO) from an Issue or Punch list and have the relevant information subsequently pre-filled
Effective Project Management
Edit or modify imported data such as estimates, contracts for billing, and commitments as needed prior to releasing to Accounting
Automatically update Accounting and Job Cost with project subcontracts, PO’s, contracts, and change orders approved in Project Management
React to changes in scope, assess impact to costs, and automatically send change orders to subcontractors or owners for review
Fast and Secure Document Tracking
Track all documents including submittals, RFI’s, daily logs, project meetings, punch lists, etc. Securely store all types of construction documents, data, updates, and information
Drag and drop emails, pictures, and more into project files
Retrieve and view documents when needed with Vista’s simple Thumbnail Viewer
Manage and index all emails by specific project, RFI, etc.
Send Outlook email and multiple attachments into the Vista document repository with a single button. No need to launch Vista – freeing up a user license
Never wonder – Find out your cash position when you want it.
Full integration with Payroll and Accounts Payable/Receivable modules
On-screen inquiry of cash account for immediate checkbook balance information
Ability for directly entered account transfers, interest, and bank charges – corresponding General Ledger entries made automatically
User-friendly bank reconciliation for clearing checks, deposits, and adjustments
Analysis of cash requirements, retainage on hold, and discounts