Complete Project Management
for the professional thermal performance assessor
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.
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.
Starter | Team | Corporate | Enterprise | |||
---|---|---|---|---|---|---|
Standard Invoicing |
|
|
|
|
||
Access Xero Settings Page |
|
|
|
|
||
Disbursements |
|
|
|
|
||
Credit Notes |
|
|
|
|
||
Progressive Revenue Recognition |
![]() |
![]() |
![]() |
![]() |
||
Purchase Order |
![]() |
![]() |
![]() |
![]() |
||
Expense Claims |
|
|
|
|
||
Invoice Share Allocation |
![]() |
![]() |
![]() |
![]() |
||
Lock Period |
![]() |
![]() |
![]() |
![]() |
||
Write Offs |
![]() |
![]() |
![]() |
![]() |
||
Invoice Revenue Splits Report |
![]() |
![]() |
![]() |
![]() |
||
Standalone Credit Notes Opt-out |
|
|
|
|
||
Xero Tracking Categories |
![]() |
![]() |
![]() |
![]() |
||
Show line lookup on large invoices |
![]() |
![]() |
|
|
||
Report - Aged Receivables |
|
|
|
|
||
Overdue Payment Reminders |
|
|
|
|
||
Marketing Opt-out |
|
|
|
|
||
Fee Preset Filtering |
![]() |
![]() |
|
|
||
Client Fee Presets |
![]() |
![]() |
![]() |
![]() |
Starter | Team | Corporate | Enterprise | |||
---|---|---|---|---|---|---|
Strict Contact Management |
![]() |
![]() |
![]() |
![]() |
||
Account Contact |
![]() |
![]() |
![]() |
![]() |
Starter | Team | Corporate | Enterprise | |||
---|---|---|---|---|---|---|
Attachments |
|
|
|
|
||
Documents |
|
|
|
|
||
Microsoft |
|
|
|
|
||
Signatures |
|
|
|
|
||
Custom Default Documents |
|
|
|
|
||
Custom Document Templates |
|
|
|
|
||
Document Stamping |
|
|
|
|
||
Create Document Categories |
|
|
|
|
||
Document Tasks and Reminders |
|
|
|
|
||
Use BCS Sharepoint |
|
|
|
|
||
Placeholder Documents |
|
|
|
|
||
PDF Markup, Measure and Stamp |
|
|
|
|
||
Document Stamping V2 |
![]() |
![]() |
|
|
||
Document Status |
![]() |
![]() |
![]() |
![]() |
||
Document Reference |
|
|
|
|
||
Document Reference (Checklist) |
|
|
|
|
||
Generate All |
![]() |
![]() |
![]() |
![]() |
||
Document Category Status |
![]() |
![]() |
![]() |
![]() |
||
Always Show Manual Document Editing |
|
|
|
|
||
Document Bulk Actions |
|
|
|
|
||
Document Subcategories |
![]() |
![]() |
![]() |
![]() |
||
Template Filtering |
![]() |
![]() |
![]() |
![]() |
Starter | Team | Corporate | Enterprise | |||
---|---|---|---|---|---|---|
Billing |
|
|
|
|
||
Access Project Files |
|
|
|
|
||
Create Project Files |
|
|
|
|
||
Custom List of Requirements |
|
|
|
|
||
Custom Project File Numbering |
|
|
|
|
||
Emails |
|
|
|
|
||
Notes |
|
|
|
|
||
Custom Project File Status Template |
|
|
|
|
||
Create Subprojects |
|
|
|
|
||
Project Name Changes |
|
|
|
|
||
View Registers |
|
|
|
|
||
Checklist |
|
|
|
|
||
Multiselect Project Types |
|
|
|
|
||
Checklist table layout |
|
|
|
|
||
Edit Registers |
|
|
|
|
||
Business Unit |
![]() |
![]() |
![]() |
![]() |
||
Substitute Contact |
![]() |
![]() |
![]() |
![]() |
Starter | Team | Corporate | Enterprise | |||
---|---|---|---|---|---|---|
Custom Fee Presets |
|
|
|
|
||
Custom Fee Service Rates |
|
|
|
|
||
Access Quotes |
|
|
|
|
||
Convert Quote To Project |
|
|
|
|
||
File Administrator on Project/Quote |
|
|
|
|
||
Assessing Officer on Project/Quote |
|
|
|
|
||
Line-by-line acceptance of Quotes |
|
|
|
|
||
Create Subquotes |
|
|
|
|
Starter | Team | Corporate | Enterprise | |||
---|---|---|---|---|---|---|
All Projects Report |
|
|
|
|
||
BCS Insights |
![]() |
![]() |
![]() |
![]() |
||
Open Projects Report |
|
|
|
|
||
Operations Report |
![]() |
![]() |
![]() |
|
||
Quotes Report |
|
|
|
|
||
Invoice Status Report |
|
|
|
|
||
Director |
![]() |
![]() |
![]() |
|
||
Monthly Bonus Commission Report |
![]() |
![]() |
![]() |
|
||
Account Statements |
![]() |
![]() |
![]() |
|
||
Financial Summary Report |
![]() |
![]() |
![]() |
|
Starter | Team | Corporate | Enterprise | |||
---|---|---|---|---|---|---|
Staged Invoicing |
![]() |
![]() |
|
|