Latitude Corporate Edition

Single Point of Entry

Single entry point for all data.
Central management of all interactions with clients, prospects, associates & suppliers
Streamlined flow of project work from initial request to quote, and all the way through timesheets & invoicing to accounts.
All users can enter their own timesheets, equipment timesheets, disbursements & project data and run reports from both office and work site.
Set a budget amount or time budget for each project task to warn staff when they are over budget or even stop them from going over a hard maximum budget
Reduced delay in billing as all data is available to immediately invoice at any time rather than having to wait until the end of the month.
Latitude Viewer that presents the data views most relevant to each users role(s) in the business. Views each present information that can be quickly filtered and sorted and then drilled into to see the source data records from almost any Latitude screen. See Ribbon -> Latitude Viewer.  "My Notifications View" Displays all notifications for an employee and replaces the older Notifications screen. Right click or double click a notification to act on it. "Projects View" Displays all active projects and project tasks being managed by a project manager. Filter the view to see projects belonging to other project managers. Security settings to limit who can see the view "My Time" Displays the users timesheets for the day "Outstanding Invoices" Lists all outstanding invoices in descending order of amount due.

Record Tracking & Reporting

Search, filter and report on all company information.
Track client & contact information.
Manage and track survey equipment, vehicles, computers, software & other assets, including their maintenance records, manuals & hardware drivers.
Record of employee professional & safety certification.
Over 200 reports covering clients, projects, time, WIP, profitability, & employee productivity, so you can see how your projects are running day by day.

Notifications & Scheduling
Automatically notify employees/groups about tasks to be done, calls to make, applications to follow-up, meetings to be held and projects to start via the notification list screen, a daily reminder email and Outlook popups.
Send reminders to HR 90 days (or any other period you choose) prior to employee certification, license or training expiry. This allows you to avoid such things as having staff driving your vehicles with expired drivers licenses, and therefore, perhaps not being insured in the event of an accident.
Schedule field crews or individual staff on jobs and automatically notify them by email.

Project Management

Full record of all billable & non-billable time on both external and internal projects.
Automated creation of new projects from template projects for each of your standard project types that prefills project details, quotes and project folders with a single click.
See what work to attend to next using any combination of project status, due dates, phase and post-dated register items.
Allocate staff to particular projects, allowing you to control which jobs each of your staff can work on.
If staff enter their time every evening, you can run reports the next morning to see where projects are up to and thus nip blowouts in the bud.
Flexible cross-referenced site address & legal description database configurable for DLS, UWI, ATS, lot and block, indian lands, district lot etc.
Split projects into tasks and tasks into sub-tasks. Estimate, quote and track actual time, disbursements and budget on each of them.
Work logs to conveniently record and track all field employees' work hours, expenses, equipment usage, and other job details on a single screen. At the end of a work day, the crew chief can enter the log of work for all crew members and print a copy for the client to sign. Work & expenses can then be reviewed and authorized by managers before timesheets are generated and automatically fed into the Latitude billing system.
Allow customers to electronically sign a log of work on an iPad or Android tablet to confirm that the work was done.
Automatically produce project documents filled with data from selected Latitude customer and project fields

Project workFlow

Automated workflow system coordinates and controls staff working on projects. Presents all staff with an up-to-date list of tasks to be done and when they are due. Employees then acccept an item from the list and later flag it as complete when they are done. As an example, give CAD staff a list of tasks. When a task is accepted, both CAD managers and project managers can see who is working on it. When the task is complete, the system automatically notifies the next person in the workflow that CAD files are ready for checking or for inclusion in a report to the customer.
Workflow tailored to your business by configuring Latitude with all the steps your business follows as jobs flow from an initial customer inquiry through to being paid at the end of the project.
Handle as many different workflows as you have different ways of performing projects.

Finance management

Produce quotations, job packet sheets, invoices, statements, receipts and project documents using Word templates of your own design. Define your own file name structure for each document type.
Create multiple quotations per project, so you can track revision history, variations, and quote on separate parts a project.
Handle different charge rates by rate schedule, work type, employee, project and time period.
Raise draft invoices and allocate timesheets to them without affecting WIP.
Swiftly prepare progress claims based on your current task completion percentage. Latitude calculates the correct invoice amounts and shows total amounts already claimed in prior invoices.
Track and charge for management time on projects without managers having to record every 30 second interaction they have with staff on each project they are responsible for during a day.
Timesheet approval by managers who review and approve time and disbursements after they are entered by employees, but before they can be processed for invoicing and payroll.
Control the accuracy of time and disbursement entries before they are processed further. Give feedback to new (and old) staff when they are learning new business procedures. Enable rapid adjustment of entries 'at the coalface'

Document & File Management

Register of almost any type of information related to a job, project or business contact, including plans, drawings, requests, variations, conversations, spreadsheets, data files, emails & letters.
Cloud file links. Register and interact with files and documents stored in SharePoint, OneDrive, Google Docs and other cloud storage services.
Manage and track survey equipment, vehicles, computers, software & other assets, including their maintenance records, manuals & hardware drivers.
Record of employee professional & safety certification.

Software Integration

Automatic map of all nearby projects, allows you to pull your field notes from old projects to quickly find survey marks.
Project KMZ link to export & update project site location data in Google Earth, ArcGIS and other GIS software. You can optionally then edit it and reimport it back into Latitude.
LatiReporter contains sample reports that you can copy and modify, a wizard to create your own reports and sample queries that you can use to export data to Excel for analysis.
Open database allows you to write your own reports using tools such as SQL Server Reporting Services and Crystal Reports.
Maintain contacts in Latitude and automatically export them to your Exchange email server for use in Outlook.
Flexible invoicing.
Latitude data can be analysed using Business Intelligence tools such as Tableau and Microsoft Power BI.

Security & Implementation

Security system to limit what each user can see and do.
Staged implementation to ease the initial learning curve for less computer literate staff by using the security system to 'hide' parts of Latitude you don't need on Day 1, and then gradually introducing more features to them as they become comfortable with using Latitude.
A future proof application that can scale to support businesses with hundreds of staff.

Remote Access

Work logs to conveniently record and track all field employees' work hours, expenses, equipment usage, and other job details on a single screen. At the end of a work day, the crew chief can enter the log of work for all crew members and print a copy for the client to sign. Work & expenses can then be reviewed and authorized by managers before timesheets are generated and automatically fed into the Latitude billing system.
Allow customers to electronically sign a log of work on an iPad or Android tablet to confirm that the work was done.
Remote access given suitable systems & network infrastructure.
Latitude Remote Client (LRC) - remote user system
    Runs on all computers away from the main office, whether they be in branch offices or in the field
    Makes running on remote computers almost as quick and easy as running directly on your server or cloud server
    Drag email from Outlook to LRC and have an email register item created and the actual email saved as a linked file in the project folder
    Drag files from remote computers to the register and have them saved to the project folder and attached to the register item
    Drag files from remote computers to create new register items
    Open files such as CAD files locally on remote computers by simply clicking on them on the register
    Print reports on remote printers
Runs in the cloud, given suitable cloud based infrastructure and services

System Requirements    

    Desktop                Windows 10 / 8 / 7 or Parallels on Mac OS
    Browsers               Chrome, Firefox, Safari or Microsoft Edge
    Mobile Devices    iPad, iPhone, Android tablet, Android phone, MS Surface

    Server                    On-premise, hosted, hosted virtualised, private cloud
    Database               Microsoft SQL Server 2019 / 2017 / 2014 / 2012