Ormandy FrontLine
You work in an ever-changing environment. You need software designed to grow with you. FrontLine delivers end-to-end functionality for multiple location, single or multi-company management.
Sales
Orders flow from quote to purchasing, improving efficiency and accuracy. Whether it’s a prospect follow-up, order fulfillment, or collections, FrontLine has the tools you need to smoothly manage every aspect of the sales cycle.
- eliminate duplicate entry
- improve customer service
- reduce employee workload
Feature Highlights
- import quote lines from a spreadsheet
- track quote iterations
- email estimates for approval
- track quote to close
- log customer conversations
- see margins and markup
- customize price levels
- toggle quote to order with one click
- auto-commit inventory
- special orders link to purchase orders
- backorders link to purchase orders
- barcode scanning
- copy & paste order lines
- shipping integrations
- print packing slips
- manage ship tracking
- invoice to update accounts receivable & post to the general ledger
- credit card processing
- email invoices and receipts
- email receivables statements by batch
- customize wording for collections letters by lateness
- keep collections notes
Service/Repairs
Orders flow from quote to invoicing, improving efficiency and accuracy. Simplify your service billing with comprehensive service history tracking and automated warranty and contract coverage.
- shorten collection times
- increase margins on projects
- improve technician efficiency
Feature Highlights
- serial number tracking
- warranty & service contract tracking
- last service information
- email estimates for approval
- log customer conversation
- toggle quote to order with one click
- warranty equipment tracking
- service contract management
- equipment history
- automatically allocate special order parts upon receiving
- depot repair/third party service tracking
- schedule service events
- dispatch events to techs by certification or region
- record labor hours used & labor hours charged
- automatically commit parts used
- invoices update accounts receivable & post to the general ledger
- invoices split billing for warranty services
- batch periodic invoices
- recurring contract billing
- email invoices and receipts
Inventory
Better understand stock demand trends, navigate supply chain issues, and coordinate multiple inventory locations. FrontLine allows for complete oversight of this critical element of your operation. The advantages are far-reaching and can have a positive ripple effect throughout your business.
- improve cash flow
- shorten project completion times
- optimize receiving
Feature Highlights
- look up inventory quantities & history
- set reorder levels
- manage inventory by barcode
- view product sales history
- set margin levels
- monitor vendor performance
- manage backorders
- process special orders
- download & order directly from vendor catalogs
- order for multiple departments & multiple locations
- automatically generate purchasing
- quantity detail reporting
- min/max inventory quantities
- lead times
- import serial numbers
- send receiving notifications
- assemble to order or for inventory
- track and adjust raw material inventory & finished goods
- automatic allocation of special ordered & backordered items
- fulfillment of open customer orders
- Inquiry reports including inventory valuation, inventory transactions & equipment search
- physical count
Point of Sale
FrontLine has special features for storefront checkout, making it easy to scan items, track stock levels, and accept payments. FrontLine POS provides your customers with multiple payment and receipt options.
- Streamline over-the-counter sales
- Reduce manual errors
- Improve customer experience
Feature Highlights
- Fast POS mode
- Square integration for dip/swipe/tap-to-pay
- Barcode scanning
- Auto-commit unidentified inventory
- Email or print receipts at checkout
- Cash drawer reconciliation
Warranties & Contracts
Manage warranties and contracts with ease in FrontLine. Warranty repairs, contract renewals, changes in coverage, and billing are all handled within the system.
- increase revenue
- reduce labor costs
- assess contract profitability
Feature Highlights
- auto-assign warranty dates based on sale date
- auto-assign service warranty dates based on service date
- sell & manage extended warranties
- manage contract renewals
- easily assign new equipment to contract coverage
- change warranty coverage & update open service orders
- manage warranty vendor billing
- manage equipment rental billing
- contract profitability
Rentals
Avoid wasted time and mistakes caused by working in multiple systems by keeping the rental element of an operation directly connected to accounting, sales, and service in FrontLine. All rental processes are managed and tracked centrally, without rekeying.
- increase rental revenue
- reduce equipment downtime
- evaluate rental profitability
Feature Highlights
- rental inventory by location
- rental contracts
- equipment reservations
- long term rental with recurring billing
- short term rental
- prorating to next bill date
- customer best pricing based on rental duration
- availability lookup
- manage third party rentals
Recurring Revenue
Improve the management of your recurring revenue with Ormandy FrontLine. With streamlined billing and tracking processes, you will eliminate costly underbilling and wasted time from manually entering monthly invoices.
- minimize uncollected revenue
- improve cashflow
- reduce employee workload
Feature Highlights
- multiple bill frequencies including weekly, monthly, quarterly, annually
- bill by category such as service contract, rental, or airtime
- customizable forms for each bill category
- bill previews before finalization
- three-step billing process to catch exceptions & edit before proceeding
- email bills or use a combination of printing & emailing
- run bill batches for future dates
- metered billing
- automatic credit card processing at time of billing
Scheduling & Dispatch
FrontLine’s integrated calendar includes full schedule & dispatch functionality. The Scheduler allows events to be linked to work orders or quotes, and any related documents are easily accessed. For field service and service bay technicians, jobs are scheduled and all details are pushed to the Mobile Connect app for phone or tablet. The scheduler reflects job progress updates from the field and alerts the dispatcher when a project is ready for review and invoicing.
- improve information relay between office & field
- shorten billing cycle
- enhance project outcomes
Feature Highlights
- tech certification tracking
- create “unassigned” events for future assignment
- create “to be scheduled” events for future dispatch
- send notifications to technicians via Mobile Connect
- service status updates
- service history
- create service order from event
- create recurring events
- filter resources by category, certification, location group & region
- filter by event categories
- email calendar events to customers
Projects
FrontLine is designed to facilitate the seamless management of all elements of a large project. Individual tasks are tracked and tied together at all levels, ensuring your team performs as a unit. FrontLine’s project features reduce the waste & inefficiencies that eat into overall profits.
- streamline task coordination
- enhance project oversight
- better manage budgets
Feature Highlights
- build projects with phases
- link related projects under a master project
- assign quotes & orders to projects & project phases
- track detailed labor and material costs
- view project summary with drill down to line item details
- auto-create budgets from quotes
- log budget & revenue changes from service orders
- summarize project costing by master project, project, & phase
- track project milestones
- manage progress billing
- view budget costs, budget variance, extended cost & price
- track project status from quote to completion
Accounting
Daily accounting tasks flow seamlessly, and all processes are recorded, ensuring accurate financial reporting. Detailed tracking of revenues, assets, expenses, receivables, and payables is directly connected to sales and inventory management. This fully-integrated design provides for better oversight and understanding of financial health.
- comprehensive financial tracking
- seamless connection with daily opertations
- real-time reporting
Feature Highlights
System Features
- Real-time processing for all transaction journal entries
- Dashboards and filters for ease of processing and review
- Drill down to lowest level of detail and drill up to financials for quick analysis
Accounts Receivable
- Easy tax adjustments and write-offs
- Customer balance and past due amounts display when entering an order
- Statement process can produce dunning letters
- Log of collections calls
Accounts Payable
- One-click vendor invoice creation from the PO
- Priority Pay vendors
- One step pay by credit card- payments automatically transfer liability to the card vendor
- Batch processing for payment can also be accessed on each vendor record
General Ledger
- Financial reports can be high level summary view or expanded to view details
- Bank Reconciliation batches deposits to match bank statement amounts
- High level analysis through use of Insight, including graphical views, “what if” scenarios, usage, and dead stock
Reporting
View information in a meaningful way from order level transactions to budgets and forecasting. Enhancing your grasp of the details allows for proactive problem-solving and strategic planning.
- improve departmental oversight
- enhance information retrieval
- make better-informed decisions
Feature Highlights
- Inquiry reports including inventory valuation, unit tracking, transaction inquiry, inventory transactions, equipment search, score card, tax report & cash drawer reconciliation
- Standard reports categorized by function
- Report security by role
- Favorites list for quick access to frequent reports
- Export to spreadsheet or PDF
- Automated saving to your personal folder
- Run reports during the work process
- Standard financial reports including trial balance, income statement & balance sheet
- AP inquiry reports