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Hey everyone! I am seeking input on the most beneficial reports that your firms run to evaluate purchasing. We would like to be able to see on the Work Ticket level estimated materials vs. actual materials and where we’re over and under budget. I’ve seen that Reports has a decent amount of reporting options, but I wanted to see what user-friendly reports others are using before I jump into the land of pivot tables and get lost!

Additionally, for those who do NOT have their catalog synced up with a vendor’s catalog, what is your strategy for updating your catalog prices to be the most up-to-date if you use multiple vendors for rock/stone, plants, hard materials, etc.?

Do you use the EOM checklist?  

 


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