BCS Energy software is purpose built for Thermal Performance Assessors to assist them in efficient project management.
It provides for the capture of extensive project data, which in turn allows staff to easily produce the correct documentation, track communications and generate insightful reporting.
Our Energy product allows for the quick and easy production of Basix Assessments, QLD Form 15’s, Part J Assessments and JV3 Assessments.
BCS is designed to assist clients from the initial consultation stage all the way through to project completion and thereafter. With the system being cloud-based, project information is instantly retrievable for an easy and collaborative working approach.
Creating a quote
BCS Energy allows the user to create a quote for a project through the BCS dashboard. By simply filling in the set requirements and adding your own service categories and/or items for the project, you can then generate a quote document. The document can then be further edited using your desktop Word. Once finished editing the document, a polished PDF file of the quote document will be generated complete with authorised signatures.
Document Management System
The BCS document management system is an online generation and retrieval system. This system validates templates and documents using Microsoft Word. All project information is managed in the one platform to keep track of all data and documents. Before a project document or inspection is finalised users can use the Document Management System to customise new or existing company specific templates or project documents. Using Microsoft Word, default templates and documents can be replaced with the customised documents, complete with company logo and authorised signature. All data is securely stored to the cloud which means that they are secure, instantly retrievable and accessible 24/7.
Capture Project Specific Data
Capture data specific to the energy rating process which can be extracted into assessment reports such as Basix Assessments, JV3 Assessments, Part J Assessments, Form 15 (QLD), etc.
Improve the overall efficiency of project financial management. BCS provides clients with the ability to easily organise the financial history for each specific project, making information easier to find and eliminating the need to store hardcopy information. Raise invoices, process payments, create credit notes, generate purchase orders, manage expense claims & assign invoice authorisation permissions just to list a few of the financial functions
The following list of features outlines what is available to you in our Energy product. BCS Energy has been tailored to include all aspects of functionality required to create an efficient work space for Thermal Performance Assessors and their staff, bringing consistency to the way energy projects are carried out.
|Access Xero Settings Page|
|Progressive Revenue Recognition|
|Project Billing Phases|
|Invoice Share Allocation|
|Invoice Revenue Splits Report|
|Standalone Credit Notes Opt-out|
|Xero Tracking Categories|
|Show line lookup on large invoices|
|Report - Aged Receivables|
|Overdue Payment Reminders|
|Fee Preset Filtering|
|Client Fee Presets|
|Strict Contact Management|
|Custom Default Documents|
|Custom Document Templates|
|Create Document Categories|
|Document Tasks and Reminders|
|Use BCS Sharepoint|
|Document Stamping V2|
|Document Reference (Checklist)|
|Document Category Status|
|Always Show Manual Document Editing|
|Document Bulk Actions|
|Access Project Files|
|Create Project Files|
|Custom List of Requirements|
|Custom Project File Numbering|
|Custom Project File Status Template|
|Project Name Changes|
|Multiselect Project Types|
|Checklist table layout|
|Custom Fee Presets|
|Custom Fee Service Rates|
|Convert Quote To Project|
|File Administrator on Project/Quote|
|Assessing Officer on Project/Quote|
|Quote Billing Phases|
|Line-by-line acceptance of Quotes|
|All Projects Report|
|Open Projects Report|
|Invoice Status Report|
|Monthly Bonus Commission Report|
|Financial Summary Report|