Turnkey Chartered Surveyors System for Windows

Benefits

• Full integration of Accounts and Survey Database - data entered once only to update both, data from both available on one screen
• Immediate access to data by system wide navigation and drill down to transaction detail - Any queries resolved immediately without lengthy manual selections or searching.
• User defined analysis of data from Accounts and Survey Database - User-specific reporting summarises only the information required.
• Highly relevant data in database - Designed specifically for surveyors’ requirements.
• Centralised knowledge database not confined to only accounts and surveys - Firm’s “know how” immediately available to all authorised users.
• Multi-branch operation - All of the above applies across multiple branches, major assistance in bringing branches together as “one firm.”
• Complete Flexibility - Not a rigid package approach can be easily changed to suit the varying requirements of different organisations both during, and long after initial implementation.

Features

• Instructions Database retains information on source, client details, type of property, property details, and type of inspection. Completely selective enquiry and reporting on any information, retained for billing, avoids re-entry of same data.
• Search Database with regular automatic update from myhouseprice.com, means that searching can normally be carried out in house, with an option to do a Sasines search as required. Both of these searches can be invoked from within the Instructions application.
• Other Instructions Database captures property data gleaned from in house activities. As with all Navision applications, the data is fully searchable, specifically including property type, which returns data on similar properties, and area, which returns data on properties in the same area.
• After Sales Database retains information on events subsequent to survey, such as transcript produced, by whom requested etc.
• Post Code Notes Database retains information on potential problem areas such as subsidence, flooding etc.
• Additional Databases such as contacts database are available. A major benefit in having these databases integral to the system is that data can be added organically as it becomes available. For example, a name and address which has been entered for any reason can be captured in the database automatically, thus the database can be grown without a time consuming file loading exercise. Any data in the database can be accessed by many search criteria and used in any of the applications, saving considerable re-entry of data with its potential for error
• Documentation for standard correspondence is produced from templates held in Word, for ease of editing, which have been populated automatically by the system
• Fee Notes are produced automatically by reference to instructions and fee scales, and are posted automatically to the Navision sales ledger.
• Accounts are catered for by the comprehensive Navision accounting system which is installed internationally in many corporate organisations.
• Surveyor Allocations provide for allocating instructions to a specific surveyor so that workload by surveyor, by work type, by day, week, month etc can be viewed and/or printed. This information is presented, along with various other enquiries, in Navision’s unique trendscape, which resembles Microsoft’s Excel presentation in that data is presented in matrix form, eg Surveyors in Columns, time bands in rows, both of which can be selected and filtered by the user.

If you would like more information on Turnkey's Chartered Surveyors System, please supply some details HERE and we will then contact you directly. Alternatively, please contact Stewart Graham on the normal Turnkey number 0141 644 5444.