Testimonial

All our staff use Latitude Software on a daily basis to link jobs to clients, job managers etc., as well as a comprehensive means for Job Managers to account for time spent on jobs for billing purposes. Any staff member can readily see the progress status of jobs. We have always found the Latitude Support Group prompt and helpful when we have requests for software capabilities and modifications.


Edrick Delfos - Hille, Thompson & Delfos

Free Live Demo

Call or email to schedule an online Demo by a Latitude consultant with a great depth of experience optimizing survey & engineering businesses. demo@LatiBiz.com

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Features

Track clients, contacts, prospects, associates & suppliers
Capture all staff billable & non-billable time
Quotations
Track jobs & projects by type, status, tasks, dates, address, coordinates and user specified fields
Map of all surrounding jobs
Record project teams by linking any contact with the role they perform on a job
Register almost any type of information related to a job, project or business contact, including meetings, plans, drawings, requests, variations, conversations, spreadsheets, data files, emails & letters
Invoices based on time & materials and quotations
Over 200 inbuilt management reports
Accounting Link - export clients, invoices & receipts, import clients from common accounting software
Open database provides full access to all data for you to write your own reports
Security - control user access to individual forms and reports
Customize field labels
Notifications & Reminders
Enter a register item with the date for an action to take place and have an employee/group notified on that day
Automatically notify employees/groups about tasks to be done, meetings, calls to be make or jobs to be started
See them in the popup Notification screen when they login on the designated day
Use them for notice of work to be done, accounts receivable, to follow-up local and state government applications, calls to clients and  meetings with suppliers
Email Notifications - automatically email a daily list of Notifications & Reminders to staff who have been assigned items in the Register
Project Branch - if you have branch offices, identify which branch 'owns' the Job or Project
Invoice Status - create draft invoices and allocate timesheets to them without affecting WIP
Allocation of staff to particular jobs, allows you to control which jobs each of your staff can work on
Employee billing charge rate override options by task type and for rate schedules
Create multiple current quotations per job, so you can keep track of the total of all variations to the original quote accepted by your customer
Exchange Link - maintain contacts in Latitude and automatically export them to your Exchange email server
Remote access - designed to run on RDS / Terminal Server
LatiWeb - browser based client that allows entry of timesheets and lookup of client & job details while on-site or at home
Speed - SQL Server runs faster with large numbers of concurrent users
Stability - crash of a client pc cannot interfere with the server database
Security - harder for an ordinary user to interfere with the database

 

System Requirements

Windows 7 / Vista / XP on all workstations
Internet Explorer 8 / 7, Firefox 3.6 or Chrome for Help System
Internet Explorer 8 / 7, Firefox 3.6 or Chrome for LatiWeb clients
Full or run-time versions of Access 2010 / 2007 on all Latitude Business Edition Windows clients
Microsoft SQL Server 2008 / 2005 or SQL Express