Multi-Unit Sales Tracking and Improved Slab Date Logic
Quick Launch Summary
We are making two important changes to improve reporting accuracy on our platforms. First, we are introducing multi-unit sales functionality, allowing you to track sales for properties with multiple units in a single job. Second, we have improved our slab date system to prevent slab dates from being set for Not Proceeding jobs.
- Where applicable, the number of units should be updated in G.J. Software when a job is manually added to the Intranet.
- The default unit for each job is 1 and all historical unit counts will be updated to reflect jobs that have been manually added to the Intranet.
- Slab dates will not be triggered for jobs when the contract value is less than or equal to $25,000. This change does not apply to DPP jobs.
Who’s Impacted
These exciting updates are specifically relevant to Franchisor and Master Franchise users.
Why it Matters
Multi-unit sales functionality simplifies the sales tracking process, reduces data entry errors, and provides more accurate reporting. By eliminating the need for manual job entry on the Intranet, you can save time and improve the accuracy of sales and slab reports. The improved slab date system ensures that slab dates are not incorrectly set for ineligible jobs or ones that are not proceeding, enhancing the overall accuracy of our platform.
Additional Details
Multi-Unit Job Tracking
Jobs with multiple units such as a duplex or apartment are considered distinct sales and slabs. However, they are processed through a single job in G.J. Software to simplify the estimating, ordering, and scheduling process. Previously Franchisor or Master Franchise staff would create a new job on the Intranet to give credit to the Franchise for the additional sales and/or slabs using a common naming convention such as “au37-12345.1” or “nz65-54321a to denote that a second unit for that job existed. While this served it’s purpose it resulted in inconsistencies between sales and slab metrics between our various reporting tools.
A new field has been added to capture the number of units for each job to the Billing Tab of the Contracts Manager in G.J. Software.
Improved Slab Date Triggers
While we have a documented process for how to not proceed jobs, but users often forget to first change the draw rule to “(NP) Not Proceeding Draw”. Instead users often first amend the contract amount for the job to equal the amount of the deposit or preliminary works fee being retained. However, if the sum of any existing credit notes or draws was greater than 15% of the new contract amount it would trigger a slab date and affect reporting.
This change was made this change was to prevent slab dates from being triggered for jobs that are not proceeding. Slab dates will no longer be set if the Contract Amount (including GST) is less than or equal to $25,000.00, ensuring that slab dates are relevant and meaningful. This update considers various triggers, including the completion of the ‘Slab’ task in the Job Construction Schedule, specified Council Permit Date or CCs, and the claim of at least 15% of the Contract Amount (including GST).
Getting Started
There is no end-user setting for the improved slab date triggers.
Franchisor and Master Franchisor users can change the number of units by selecting the job from the Contracts Manager in G.J. Software.
Availability
This update will be effective as of 27 June 2023 in the US and rolled out to AU and NZ users on 5 July 2023
Resources
Roadmap
This change is an improvement on our previous update regarding changes to how sales and slab dates are tracked for reporting purposes.This feature was listed as an upcoming software release.