What BOS does
Everything here is in BOS today and runs our own workshop.
Estimator
Upload a PDF drawing and work through it with the estimator, one drawing at a time.
- Sections, lengths and weights, then labour and price. You check every line.
- AS/NZS standard sections built in, from UB and UC to SHS, RHS, angle and plate.
- Turn the estimate into a quote or a job.
- Raise purchase orders from the estimate, split by supplier.
- AI credits pay for the drawing reading. Every plan includes some each month.
Quotes
Quotes that keep every version, carry the drawings and go out by email.
- Each revision is saved as a new version.
- Attach drawings and other files to the quote.
- Email the quote from BOS.
- The customer views and accepts it online.
Jobs and costs
Each job collects its costs as it runs, so you can see where it stands.
- Job cost from timesheets, purchase orders and supplier bills, with profit shown ex GST.
- Jobs move to In progress on their start date.
- Enquiry emails come in as enquiries with their attachments filed.
- Emails that need action become tasks, without duplicates.
- Contract summaries: payment terms, retention, insurance and risky clauses.
Schedule
Plan the week on a Gantt-style schedule and put the crew on jobs.
- Gantt-style view of jobs and their phases.
- Drag the crew onto jobs.
- Undo a move if you get it wrong.
- Shows when one person is booked on two jobs at once.
Timesheets and leave
The crew clocks on and off on their phone. The office approves the week.
- Clock on and off from the phone.
- Approve timesheets in the office.
- Export approved timesheets as CSV or PDF.
- Leave requests and balances.
Safety
Safety paperwork the crew can read, sign and fill in on their phone.
- Build a SWMS for the job.
- The crew reads and signs the SWMS on their phone.
- Incident reports from the phone.
- A day diary for each job.
- Safety registers in the office.
Invoices and bills
Invoice from the quote or the job, and check supplier bills as they arrive.
- Invoice from the quote or the job.
- Progress claims and recurring invoices.
- A card payment link in the invoice email.
- Supplier bills that arrive by email are read into BOS for you to check.
- Photo a receipt on the phone and BOS reads it.
Xero and imports
BOS links both ways with Xero, and brings your records across when you start.
- Two-way link with Xero.
- Checks that flag where BOS and Xero don't match.
- Bring contacts across from Xero.
- Bring contacts and jobs across from Fergus or simPRO.
Crew phone
The screens the crew uses on site.
- Clock on and off, today's jobs and tasks.
- Job photos.
- Variations and equipment.
- Their own schedule.
Reports
How the jobs and the crew are going.
- Job profit.
- Debtors: who owes you and for how long.
- Crew utilisation.
- Timesheet summary.