Power systems

Utilize the functionality of the Project Management and Accounting modules coupled with power systems specific functionality designed by XAPT. Tailored to fit the needs of a long or short term power systems project.

Opportunity management

  • Manage multiple quotes or projects under one opportunity
  • Ensure accurate information by allowing logic to update linked quotes automatically

Prime Product

  • Indicate an item as a prime product on the released product level
  • Indicate an item as a prime product on the quotation line level
  • Ability to track prime product specific details on the equipment and after treatment details

Trade-In management

  • Manage and track a trade-in within the power systems project
  • Include trade-in costs in project financials

Project Budgeting and Cost Control

  • Unlimited sub-projects. Gain the ability to have one master project for a large, multi-unit installation
  • Independently track sub-projects
  • Maintain budgets on a project and subproject level

CSQ Integration

  • Import configurations to the Quotation, Project, or Project PO

Project Quotations

  • Easily build power systems quotes using the Power systems quote builder that tracks Bill Of Materials details throughout the entire system (Sales Quote, Project, Purchase Order and Equipment History)

Financial detail

  • Analyze budget vs actual using the Power Systems Financial Summary
  • Track Work in Process
  • Multiple Level Credit Approval

Service

  • Create a standard job or template that includes routine tools, items, parts, etc. to save time building power systems related service calls
  • Standard jobs can be created to be model specific
  • Generate service calls from the power systems quotation or project to initiate startup work orders.

Milestone billing

  • Generate and modify milestone billing schedule throughout the entire project lifecycle
  • Track and invoice milestones straightforwardly
  • Properly recognize revenue when earned

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