Multi-Unit Sales Tracking and Improved Slab Date Logic

This change only applies to Franchisor and Master Franchise users.

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.

Please adjust the No. Units for all applicable jobs if you are manually adding a job to the Intranet so that both systems have consistent numbers. Once we fully transition away from the Intranet for reporting purposes it will no longer be necessary to create duplicate jobs.

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).

If a slab was reported in a previous month and the slab reporting is locked, the slab date will remain unchanged.

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

• How are Sales and Slab Dates reported to the Intranet

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.