EXCLUSIVE ZOHO WIDGETS

Developed by SOS Consulting Group


Widgets make business processes in Zoho powerful, efficient and streamlined. Our exclusive Zoho widgets can be quickly and easily deployed to Zoho One users, keeping the implementation cost to a minimum. They are available directly from SOS Consulting or through a registered distribution partner. Contact us for more information or to be kept updated on new Zoho Developments.



Widget 01: Find and Add

The Find and Add Widget provides a simple search tool for Leads and Contacts. It provides links to existing Enquiries with the ability to create a new Lead and Enquiry (if no results found) or create a new Enquiry and link it to the existing Lead or Contact.

Features

  • Search for Leads and Contacts using qualifying data.
  • Searches phone numbers using multiple formats (with or without spaces), e.g. +61 428 807522 or 0428 807 522
  • Provides the number of existing Enquiries, with a pop up to the records details and link.
  • Provides a ‘Create Option’ if no record found and copies the search fields into the create fields.
  • Creates the Lead and the Enquiry with a single data entry.
  • If you select an existing Lead or Contact, provides a ‘Create Enquiry’ option that extracts the Lead / Contact and Account Details and pulls them into the Enquiry record.
  • The Find and Add Widget captures custom Enquiry Attributes for enquiry reporting.

Benefits

  • Quick and Easy Search to use whilst on the phone to customers.
  • The search criteria is populated in the Create New record, so you don’t have to ask the customer for their information twice.
  • No Duplication of Leads and Contact records created.
  • Contact details are extracted from existing records into new Enquiries, so no double data entry.

Restrictions

  • This widget is only available with the Enquiries Module

Screenshots

Click on the screenshot name to view the image.
Screen Shot Name Details
New Search Search using multiple criteria
Search Results Displays results with # Enquiries Link
Enquiry Details Click on the # Enquiries and see details with a link to the record.
Create New Use the Create New option to create a new Lead and Enquiry if the customer was not found in the search results.
Example Enquiry After Create New Option Used Example Record showing the fields populated from the Widget and the new Lead automatically created and linked to the Enquiry.
Quick Add Enquiry Select a Search Result and Use the Next Button to Add a New Enquiry to the Lead or Contact. Enter Enquiry Details and Attribute Values.
Example Enquiry After Quick Add Enquiry Used Example Record showing the fields populated from the Widget, and details extracted from the existing Lead or Contact.

Widget 02: Compare Records

The Compare Records widget gives you a tool to compare your Lead, Contact and Account details with the information contained in the Enquiry record. Let’s assume your existing customer submit a new enquiry via your website. In the website from, they did not provide their mobile number, or incorrectly typed it. When the enquiry lands in Zoho, it uses the information provided in the Website form to populate your Enquiry record, you can use the ‘Compare Widget’ to compare the fields from the existing record to the new Enquiry. Using the widget, you can update both sides, selecting the information that’s the most recent or accurate.

Features

  • Compare Fields from your Enquiry to your existing records.
  • Pull data from existing records into your Enquiry, so you don’t have to keep opening other modules to view information.
  • Push data from your new Enquiry into related Lead, Contact and Account records to keep existing records updated with the most current information.

Benefits

  • The Enquiry Process ensures that customers cannot overwrite your existing data when submitting and enquiry.
  • Each enquiry is a unique record, allowing you to see how details change over time.
  • Historical data is never deleted or replaced.
  • Your Lead Contact or Account information always holds the most recent data without any double handling.
  • The Widget automatically knows which record to compare, a Lead or an Account & Contact.

Restrictions

  • This widget is only available with the Enquiries Module

Screenshots

Click on the screenshot name to view the image.
Screen Shot Name Details
Compare Records Demonstrates the fields that can be updated during the Compare Records, this can be customised to handle additional fields. Green tick selects the field to be updated.
Compare Records Update Demonstrates the confirmation screen with fields being updated.

Widget 03: Add BOQ Item

In a BOQ Estimate, you can use this widget to create a single BOQ Item. You would use this widget because the item is not already in your templated list. When creating the item, you can select all the relevant fields and opt to save it to your templated list for next time. This widget has been created to make the creation of new BOQ items as easy as possible. For example, when you select the Cost Code Category the list of Cost Codes in the next list will only be the ones related to the category selected.

Features

  • Cost Code List is filtered based on Cost Code Category.
  • Type into the dropdown list for searching.
  • The default values from the selected Product will automatically populate fields.
  • Add your BOQ Item as a BOQ Item Template.
  • Split Cost Item Details available.

Benefits

  • Quick creation of BOQ Items
  • Build a BOQ Item Template list whilst creating estimates.

Restrictions

  • This widget must be used with all the BOQ Estimating Widgets and Modules.

Screenshots

Click on the screenshot name to view the image.
Screen Shot Name Details
Add BOQ Item Shows the fields available in a BOQ Item and the Widget to easily create the BOQ Item record.

Widget 04: Add Recipe

The BOQ Item Templates are an easy option to clone individual BOQ Items and use them on future Estimates.

NB: This is not the same as Products. For example, I may have a Product that represents a Schedule of Rates, such as ‘Senior Consultant’. That product is used for every BOQ Item that requires a Senior Consultant. The BOQ Item name and description is the task completed by the Senior Consultant. A Senior Consultant may have many tasks, which could vary from Project to Project. BOQ Template Items can be used for the Tasks.

Features

  • Search Recipe names.
  • View BOQ Items contained in the Recipe before selecting it.
  • Select multiple Recipes at the same time.
  • Modify the BOQ Item names and descriptions.
  • Change the Quantity and Unit Cost of the BOQ Items.
  • Change the mark up on BOQ Items.
  • Update the Split Cost details in the BOQ Items.
  • Duplicate BOQ Items in the Recipe (E.g. you want different descriptions for the same BOQ Item).
  • Remove BOQ Items from the Recipe.
  • Add a new BOQ Item to the Recipe.

Benefits

  • Faster Estimate Building
  • Grouping of related BOQ Items

Restrictions

  • This widget must be used with all the BOQ Estimating Widgets and Modules.

Screenshots

Click on the screenshot name to view the image.
Screen Shot Name Details
Use Recipe Template - 1. Select Recipes Search and choose the recipes you want to use.
Use Recipe Template - 2. View and Edit Selected Recipes Edit the BOQ Items (refer to features above), remove and duplicate BOQ Items. Click the buttons to add Templated Items or new BOQ Items.
Use Recipe Template - 3. Update Mark Up The modify Mark Up pop up.
Use Recipe Template - 4. Update Split Cost The modify split cost details pop up.

Widget 05: Add BOQ Item Template

A Recipe is a group of BOQ Items. These can be used make creating Estimates faster and easier. They can also be used to ensure that items that must be sold together are grouped. For example, if you are quoting a Painting Job, you may need to include the Paint, Brushes and Labour. When adding a Recipe to a BOQ Estimate, you can modify the BOQ items to customise the Recipe to meet your clients needs. This will modify the BOQ Items for your client Estimate, without changing the original templated Recipe and BOQ Items.

Features

  • Search Recipe names.
  • View BOQ Items contained in the Recipe before selecting it.
  • Select multiple Recipes at the same time.
  • Modify the BOQ Item names and descriptions.
  • Change the Quantity and Unit Cost of the BOQ Items.
  • Change the mark up on BOQ Items.
  • Update the Split Cost details in the BOQ Items.
  • Duplicate BOQ Items in the Recipe (E.g. you want different descriptions for the same BOQ Item).
  • Remove BOQ Items from the Recipe.
  • Add a new BOQ Item to the Recipe.
  • Add a BOQ Item Template to the Recipe.

Benefits

  • Quick and Easy way to build estimates.
  • Consistent formatting of BOQ Items, grouping, wording etc.

Restrictions

  • This widget must be used with all the BOQ Estimating Widgets and Modules.

Screenshots

Click on the screenshot name to view the image.
Screen Shot Name Details
Add BOQ Item Template - 1. Select Items Search and select your BOQ Items.
Add BOQ Item Template - 2. View and Edit Items Selected Remove, duplicate and modify your BOQ Items. Change Names, Descriptions, Unit Cost (including Split Cost), Quantity and Mark Up.
Add BOQ Item Template - 3. Update Margins Update Mark Up pop up.
Add BOQ Item Template - 4. Edit Split Cost Details Update Split Cost pop up.
Add BOQ Item Template - 5. Confirmation Screen Confirmation that BOQ Items have been added to the BOQ Estimate.

Widget 06: View BOQ Estimate

The View BOQ Estimate is designed to help you view your BOQ Items using your preferred grouping, then use this layout to generate a PDF of the Estimate for your customers. Using the widget you quickly and easily change the grouping, pick the columns you want displayed and even change your fonts and colours. You can close groups to provide summary pricing or show an itemised quote with all BOQ Items.

Features

  • Select 1 or 2 levels of BOQ Item grouping.
  • Save your fonts and colours for each estimate.
  • Select which columns to display on the estimate.
  • Choose to display recipes or BOQ Items and select which description to use.
  • Select your summary values to use.
  • Show itemised lists or group values on the estimate.
  • Select from you Estimate BOQ Items to create up to 10 Estimate scenarios.
  • Create and update templates with Logo’s Headers and Footers.
  • Generate PDF’s for your clients with your customised layout.

Benefits

  • Customised PDF Proposals
  • View your BOQ Items in 25 different variations of grouping.
  • Prepare up to 10 Estimate Scenarios for customers without removing items.

Restrictions

  • This widget must be used with all the BOQ Estimating Widgets and Modules.

Screenshots

Click on the screenshot name to view the image.
Screen Shot Name Details Screen Shot Name Details
View BOQ Estimate – 1. Default Settings Choose columns, branding and groupings. View BOQ Estimate - 7. Edit Logo Edit logo options.
View BOQ Estimate – 2 Select BOQ Items Create and select your estimate scenario with BOQ Items. View BOQ Estimate - 8. Template Editor Editor tools in header and footer.
View BOQ Estimate - 3. View BOQ Item Grouping Preview of BOQ Items based on the default settings. View BOQ Estimate - 9. Merge Fields Use Merge Fields to prepopulate template.
View BOQ Estimate - 4. Load Template Create or choose a template. View BOQ Estimate - 10. PDF Generator Preview of PDF with template and BOQ Items.
View BOQ Estimate - 5. Choose Template Choose the selected template. View BOQ Estimate - 11. PDF Export Itemised List Example PDF with Itemised list.
View BOQ Estimate - 6. View Template View template logo, header and footer. View BOQ Estimate - 12. PDF Export Example 2 Closed Groups Example PDF with summary pricing.
Screen Shot Name Details
View BOQ Estimate – 1. Default Settings Choose columns, branding and groupings.
View BOQ Estimate – 2 Select BOQ Items Create and select your estimate scenario with BOQ Items.
View BOQ Estimate - 3. View BOQ Item Grouping Preview of BOQ Items based on the default settings.
View BOQ Estimate - 4. Load Template Create or choose a template.
View BOQ Estimate - 5. Choose Template Choose the selected template.
View BOQ Estimate - 6. View Template View template logo, header and footer.
View BOQ Estimate - 7. Edit Logo Edit logo options.
View BOQ Estimate - 8. Template Editor Editor tools in header and footer.
View BOQ Estimate - 9. Merge Fields Use Merge Fields to prepopulate template.
View BOQ Estimate - 10. PDF Generator Preview of PDF with template and BOQ Items.
View BOQ Estimate - 11. PDF Export Itemised List Example PDF with Itemised list.
View BOQ Estimate - 12. PDF Export Example 2 Closed Groups Example PDF with summary pricing.

Widget 07: Delete Estimate

The Delete widget will delete the BOQ Estimate, but also delete all the related BOQ Item records and BOQ Recipe records associated to the Estimate.

Features

  • Widget Displays all the related BOQ Items and Recipes to be deleted.

Benefits

  • Ensures all related records are moved from the database.

Restrictions

  • This widget must be used with all the BOQ Estimating Widgets and Modules.

Screenshots

Click on the screenshot name to view the image.
Screen Shot Name Details
Delete Estimate - 1. Confirm Confirm to proceed.
Delete Estimate - 2. Confirmation Confirmation screen that Estimate has been deleted, will reload page back to BOQ Estimate View.

Widget 08: Delete BOQ Item

The Delete BOQ Item ensures all related records are removed from the database and related modules or fields using the BOQ Item values are updated.

Features

  • Displays the BOQ item to be deleted.

Benefits

  • Ensures all related records are modified for budgets and reports.

Restrictions

  • This widget must be used with all the BOQ Estimating Widgets and Modules.

Screenshots

Click on the screenshot name to view the image.
Screen Shot Name Details
Delete BOQ Items - 1. Select BOQ Items Select BOQ Items to be deleted.
Delete BOQ Items - 2. Confirmation Confirmation to proceed with deleting selected items.
Delete BOQ Items - 3. Refresh Confirmation screen with the list of BOQ Items deleted.

Widget 09: Delete Recipe

The Delete BOQ Recipe ensures all related BOQ Items are deleted when the Recipe is deleted, and related modules are fields using these values are updated.

Features

  • Displays the BOQ items to be deleted under the Recipe.

Benefits

  • Ensures all related records are modified for budgets and reports.
  • Ensures all related BOQ Items are deleted.

Restrictions

  • This widget must be used with all the BOQ Estimating Widgets and Modules.

Screenshots

Click on the screenshot name to view the image.
Screen Shot Name Details
Delete Recipe - 1. Select Recipe Select BOQ Recipes to be deleted.
Delete Recipe - 2. Items to be Deleted Confirmation to proceed with deleting selected Recipes.
Delete Recipe - 3. Processed Confirmation screen with the list of BOQ Recipes deleted.

Widget 10: Clone Estimate

Once you have a BOQ Estimate, you can clone the estimate as a template for future customers. To clone the estimate, you need to use the clone widget to ensure all related records (BOQ Items and Recipes) are also cloned. Information on the BOQ Estimate module and BOQ Item records that are specific to a project, such as company name or nudget information will not be copied into the cloned version.

Features

  • Clone all your BOQ Items and Recipes on an estimate BOQ Estimate.

Benefits

  • Create estimate templates for faster estimating.

Restrictions

  • This widget must be used with all the BOQ Estimating Widgets and Modules.

Screenshots

Click on the screenshot name to view the image.
Screen Shot Name Details
Clone Estimate - 1. Loading BOQ Items Clone process retrieves all the related records BOQ Items.
Clone Estimate - 2. Confirm Click ‘Confirm’ to start the cloning of all records.
Clone Estimate - 3. Loading Bar Loading bar shows the progress on cloning.
Clone Estimate - 4. Confirmation Required Confirmation screen showing the cloning is complete.
Clone Estimate - 5. Pipeline View Example pipeline showing the cloned estimate.

Widget 11: Convert to Quote

Once you have completed your BOQ Estimate, you can convert it into a native Zoho Quote. When you convert the BOQ Estimate, you can group your BOQ Items. As the native Quote is converted to a Contract and Invoice, you may want to group your BOQ Items to reflect your Progress Payments (e.g. 1 line per Stage). The Convert to Quote widget will map the BOQ Items to your grouped line items in the native Quote, Contract and Invoice. This process means you can Convert to more than one Quote. You may need to do this if your BOQ Estimate is managing variations, or changes to contracts. When converting a BOQ Estimate you have the option to select the BOQ Items being converted and create a new Quote or update an existing Quote. The widget will not allow you to convert the same BOQ Item twice, unless you are choosing to update the quote.

Features

  • Select 6 ways to group your BOQ Items
  • Choose to replace a quote or create a new one.
  • Select the BOQ Items or Estimate Scenario Number to be converted.

Benefits

  • Move a BOQ Estimate from Custom Modules into Zoho Native Quotes, Contract and Invoice Modules.
  • Quote pipelines will include both native Quotes and BOQ Estimates.
  • You can now uses the Progress Payment widget to manage invoices and forecasts.

Restrictions

  • This widget must be used with all the BOQ Estimating Widgets and Modules.

Screenshots

Click on the screenshot name to view the image.
Screen Shot Name Details
Convert Quote - 1. Contract Details Select how you want to group your BOQ Items.
Convert to Quote - 2. Select BOQ Items Choose the Estimate Number or customise the BOQ Items you want to convert (which will automatically date the estimate number).
Convert to Quote - 3. Confirmation Confirmation to proceed.
Convert to Quote - 4. Summary Screen Displays the grouped item lines to be converted.
Convert to Quote - 5. Native Quote Same of Quote once converted.

Widget 12: BOQ Progress Payments

The Compare Records widget gives you a tool to compare your Lead, Contact and Account details with the information contained in the Enquiry record. Let’s assume your existing customer submit a new enquiry via your website. In the website from, they did not provide their mobile number, or incorrectly typed it. When the enquiry lands in Zoho, it uses the information provided in the Website form to populate your Enquiry record, you can use the ‘Compare Widget’ to compare the fields from the existing record to the new Enquiry. Using the widget, you can update both sides, selecting the information that’s the most recent or accurate.

Features

  • Create forecasts for future payments.
  • Convert forecasts into invoices.
  • Update your forecasts.
  • Set different percentages on BOQ Items or groups.
  • Choose to claim the outstanding balance and it will calculate each value automatically.
  • Track actual costs to date with values claimed to date and view the claim due.

Benefits

  • Forecast your full contract value for cashflow reporting.
  • Claims are linked to BOQ Items for the budget.
  • No manual creation of invoices.

Restrictions

  • This widget must be used with all the BOQ Estimating Widgets and Modules.

Screenshots

Click on the screenshot name to view the image.
Screen Shot Name Details
Progress Claim - 1. Proceed Select if you are creating a new Invoice and Forecast, or updating existing forecast and invoices.
Progress Claim - 2. Grouped Items Update the claim as a % or fixed amount. Use Bulk Claim and View the underlying BOQ Items. You can see in this table your costs to date and amount already claimed for each row.
Progress Claim - 3. View BOQ Items Click on the view icon to view the underlying BOQ Items and update the claim percentage or fixed amount for individual BOQ Items. This will recalculate the percentage on the summary row. You can see in this table your costs to date and amount already claimed for each row.
Progress Claim - 4. Claim Balance Use the Bulk Claim button to choose a percentage or fixed amount for all rows or select to claim the balance. If you claim the balance, the values for each row will be automatically calculated.
Progress Claim - 5. Red Alert If a row appears red, it means you’re trying to claim more than the estimated value. Click on the BOQ items to see which items have a claim value that’s too high. The widget will protect you from claiming more than 100% of the estimated value.
Progress Claim - 6. Update Forecasts Once you proceed to update the forecasts, the invoice details will be displayed but you can also add or remove forecasts for the Project Balance.
Progress Claim - 7. Summary of Invoices and Forecasts Once the widget process is complete, your updated invoices and forecasts are automatically created and viewable from your Contract, CRM Project and BOQ Estimate modules.

Widget 13: Manage Estimate PO’s

From your BOQ Estimate you can view and create your Purchase Orders. This widget;

Features

  • Hide BOQ Items with an Item Type of Labour.
  • Hide BOQ Items with a status of Completed or Cancelled
  • Hide BOQ Items with Purchase Orders
  • Select your BOQ Items for the PO to copy the BOQ Item Details (e.g. description, product etc).
  • Modify the BOQ Item details for the Purchase Order without changing your Estimated BOQ Item.
  • Change the Product for the PO and use the updated pricing.
  • Raise PO’s for multiple suppliers in one go.
  • Choose individual or grouped POs for the same supplier.
  • Choose your Billing Address and Delivery Address from 6 options.
  • Enter Delivery Instructions and Special Instructions.
  • Update the Tax Rate for the Supplier (e.g. Not GST registered).

Benefits

  • Customise the Purchase Order details without changing the BOQ Items, so your budget reflects what you estimated v’s what you spent.
  • Create multiple PO’s in one go and have them all associated to the BOQ Items.
  • The associated Purchase Orders will be displayed in the budget.

Restrictions

  • This widget must be used with all the BOQ Estimating Widgets and Modules.

Screenshots

Click on the screenshot name to view the image.
Screen Shot Name Details Screen Shot Name Details
Manage Estimate POs - 1. Select Items Select the BOQ Items to raise a PO on. (Use tick top boxes as filters) Manage Estimate POs - 5. Update PO Details Update the PO details and confirm the delivery details and special conditions.
Manage Estimate POs - 2. Select Suppliers Update Suppliers (red means no supplier). Modify the BOQ Item details for the PO only. Manage Estimate POs - 6. Loading Bar Shows loading bar while the PO’s are being generated.
Manage Estimate POs - 3. Update All Suppliers Use the Update all Suppliers button to change multiple BOQ items at once. Manage Estimate POs - 7. Successful Confirmation page that PO’s are created.
Manage Estimate POs - 4. Update Tax Rate Change the Tax Code for the supplier. (e.g. not registered for tax). Manage Estimate POs - 8. Updated Manage Purchase Order Widget The Manage PO’s widget (same as image 1) with PO’s now created on the Estimate.
Screen Shot Name Details
Manage Estimate POs - 1. Select Items Select the BOQ Items to raise a PO on. (Use tick top boxes as filters)
Manage Estimate POs - 2. Select Suppliers Update Suppliers (red means no supplier). Modify the BOQ Item details for the PO only.
Manage Estimate POs - 3. Update All Suppliers Use the Update all Suppliers button to change multiple BOQ items at once.
Manage Estimate POs - 4. Update Tax Rate Change the Tax Code for the supplier. (e.g. not registered for tax).
Manage Estimate POs - 5. Update PO Details Update the PO details and confirm the delivery details and special conditions.
Manage Estimate POs - 6. Loading Bar Shows loading bar while the PO’s are being generated.
Manage Estimate POs - 7. Successful Confirmation page that PO’s are created.
Manage Estimate POs - 8. Updated Manage Purchase Order Widget The Manage PO’s widget (same as image 1) with PO’s now created on the Estimate.

Widget 14: Delete Purchase Orders

The Delete Purchase Order widget ensures all related records are updated, when the Purchase Order is deleted.

Features

  • Deletes the Purchase Order
  • Displays the related Purchase Orders to be updated.

Benefits

  • Ensures the budget is correct.

Restrictions

  • This widget is only available with Advanced Estimating Modules.

Screenshots

Click on the screenshot name to view the image.
Screen Shot Name Details
Delete PO - 1. Confirm Confirms the affected BOQ items before deleting the PO.
Delete PO - Success Confirmation screen the PO was deleted.

Widget 15: Create PO’S

This Purchase Order widget allows you to create a Purchase Order across multiple Estimates/Contracts.

Features

  • Select you BOQ Items
  • Red lines indicate no supplier selected.
  • Update suppliers use the bulk update option.
  • Choose Grouped or Individual PO’s for the same supplier.
  • Raise multiple purchase orders in one go.

Benefits

  • Create PO’s across multiple contracts.

Restrictions

  • This widget is only available with modules related to Steps 2 and 3A.

Screenshots

Click on the screenshot name to view the image.
Screen Shot Name Details
Create PO - 1. Select Supplier Details Select the supplier, use the bulk update. Red indicates that no supplier is selected.
Create PO - 2. Grouped or Individual Options If the same supplier is selected for multiple BOQ Items, choose grouped (1 PO per supplier) or individual (1 PO per BOQ Item).
Create PO - 3. PO Confirmation Confirmation screen to create the PO’s.

Widget 16: Matching Supplier Bills to PO’s

A supplier bill can be added to Zoho via an API from the Accounting Software, or via a CSV import. Once the supplier bill record is created, it can be matched to a Purchase Order, or a Purchase Order created directly from the Supplier Bill.

Linking the Purchase Orders to the Supplier Bills allows you to manage the Supplier Bill approval process and missing purchase orders. You can track if the bill has been paid and if you’re using an API to your accounting software, this information can be automated.

Features

  • Displays Purchase Orders for the Supplier.
  • Quick linking of the Bill and PO.
  • Option to create a new Purchase Order.

Benefits

  • Managing Missing Purchase Orders.
  • Tracking Supplier Payments.
  • Automate payment updates if using a Bills API with your accounting software.

Restrictions

  • This widget is only available with modules related to Steps 2 and 3A.

Screenshots

Click on the screenshot name to view the image.
Screen Shot Name Details Screen Shot Name Details
Match Bills to POs - 1. Example Supplier Bill Sample of a Supplier Bill in the Custom Module Match Bills to POs - 5. Select BOQ Items Select the BOQ Items on the Estimate.
Match Bills to POs - 2. Match or Create PO Displays the Purchase Orders associated to that Supplier. If the BOQ Estimate is in the Bill module, it will restrict the Search to PO’s in this estimate. You can filter the PO’s by Status and either select a match or create a new PO. Match Bills to POs - 6. Product Details for PO View and update the product details. Supplier will be updated to match the Bill. This screen displays the difference in your PO Value to your Supplier Bill. The items prices can be updated. This does not change your estimated BOQ Items
Match Bills to POs - 3. Match found Select the Matched PO as the Create New button disappears. Match Bills to POs - 7. Create PO Update the PO Details
Match Bills to POs - 4. Select Estimate Chose the option to create PO and confirm the BOQ Estimate. Match Bills to POs - 8. Bill Related to PO Supplier Bill example with a PO linked.
Match Bills to POs - 9. Matched PO Record Purchase Order example with Supplier Bill linked.
Screen Shot Name Details
Match Bills to POs - 1. Example Supplier Bill Sample of a Supplier Bill in the Custom Module
Match Bills to POs - 2. Match or Create PO Displays the Purchase Orders associated to that Supplier. If the BOQ Estimate is in the Bill module, it will restrict the Search to PO’s in this estimate. You can filter the PO’s by Status and either select a match or create a new PO.
Match Bills to POs - 3. Match found Select the Matched PO as the Create New button disappears.
Match Bills to POs - 4. Select Estimate Chose the option to create PO and confirm the BOQ Estimate.
Match Bills to POs - 5. Select BOQ Items Select the BOQ Items on the Estimate.
Match Bills to POs - 6. Product Details for PO View and update the product details. Supplier will be updated to match the Bill. This screen displays the difference in your PO Value to your Supplier Bill. The items prices can be updated. This does not change your estimated BOQ Items
Match Bills to POs - 7. Create PO Update the PO Details
Match Bills to POs - 8. Bill Related to PO Supplier Bill example with a PO linked.
Match Bills to POs - 9. Matched PO Record Purchase Order example with Supplier Bill linked.

Widget 17: Creating Project Tasks

Using the Creating Project Tasks Widget you can automatically create a Project Task module record directly from your BOQ Items. This widget enables you to filter your Labour items and select the ones you want to convert. Based on the status of the Project Task, these will then sync to Zoho Projects to create your schedule.

Features

  • Select the BOQ Items to convert to a task.
  • Enter the Work Allocation Details.
  • Set a Start date.
  • Update the Project Task Status to Auto Sync to Zoho Projects.

Benefits

  • Automatically create your Project Tasks directly from your BOQ Estimate.
  • Sync your Project Tasks to Zoho Projects to automatically build your Schedule.
  • No double data entry between Zoho CRM and Zoho Projects.

Restrictions

  • This widget is only available with Steps 2 and 4.

Screenshots

Screenshots to follow.

Widget 18: Matching Tasks to BOQ Items

If you use Zoho Projects, our exclusive API will automatically sync the Project Task and Tickets to CRM. These Task and Tickets can then be linked to your BOQ Items using this widget. With the Project sync, the timesheets associated to these tasks and tickets are also sync’d once the timesheet is approved. This means linking your Projects and Tickets to your BOQ Items will ensure the value of the timesheets are applied to the BOQ Items and reflect in your budget.

Features

  • Match a Project Task / Ticket to a BOQ Item
  • Update the Task / Ticket billing details.
  • View the associated Timesheets.
  • View the Project Task / Ticket description.
  • Use tick box filters to define the list.

Benefits

  • Makes the process of linking Project Tasks to BOQ items simple and easy.
  • Manages the Do and Charge Task and Tickets, not associated to an Estimate.
  • Identifies variations.
  • Supports keeping the budget updated simple and easy.

Restrictions

  • This widget is only available with Steps 2 and 4.

Screenshots

Click on the screenshot name to view the image.
Screen Shot Name Details
Match Project Tasks to BOQ Items - 1. Select Items Lists the Project Tasks, you can use the tick boxes to Exclude Tasks with no timesheets, hide the Do and Charge Tasks and Include Matched Tasks.
Match Project Tasks to BOQ Items - 2. Update Task Details Tasks and Tickets (both called Project Tasks in CRM) have 3 Billing Types. BOQ Estimate, which requires the Task or Ticket to be linked to a BOQ Item. Using the update option, you can update the Billing Type and Charge Out Rate Used for calculating the Timesheet value.
Match Project Tasks to BOQ Items - 3. Success Task Updated Confirmation when the update of task details is complete.
Match Project Tasks to BOQ Items - 4. Select BOQ Items Click on the Related BOQ Item to view the BOQ Items to select. Select the BOQ Items to link to the estimate.
Match Project Tasks to BOQ Items - 5. Timesheets Click on the Total Hours to see the Timesheet pop up.
Match Project Tasks to BOQ Items - 6. View Description Click on the Project Task Name cell to view the description pop up.

Widget 19: Timesheet Reconciliation

The Timesheet Reconciliation widget has been designed to help check the rates associated to Timesheets based on the ‘Billing Type’ and ‘Charge Out Rate Used’.

Calculations: Billing Type is ‘BOQ Estimate’ – Task must be linked to a BOQ Item.
Charge Out Rate = ‘Resource Rate’.  Uses the Table of Rates in the related Contract to find the SOR, for the Resource who completed the Task and the Product in the BOQ Item.
Charge Out Rate = ‘BOQ Item.  Uses the Unit Cost in the BOQ Item.
Charge Out Rate = ‘Split Cost’.  Uses the Labour Rate in the split cost table.

Calculations:  Billing Type is ‘Do and Charge’ – No linked BOQ Item.
Charge Out Rate = ‘Resource Rate’.  Uses the Default Do and Charge Contract in the CRM Project. Refers to the Table of Rates in the related Contract to find the SOR, for the Resource who completed the Task and the Product in the Timesheet.
 
NB: Cost Codes are associated to the Tasks and Tickets and can have default products.
 
Charge Out Rate = ‘Job Title.  Uses the Default Do and Charge Contract in the CRM Project. Refers to the Table of Rates in the related Contract to find the SOR, for the Resource who completed the Task and the Default Product in the Resources Job Title.

 

Features & Benefits

  • Quick Update tool for Project Task and Ticket Details.
  • Management of calculations and easily update to recalculate timesheets.

Restrictions

  • This widget is only available with Steps 2 and 4.

Screenshots

Click on the screenshot name to view the image.
Screen Shot Name Details
Timesheet Reconciliation - 1. View Timesheets Displays All Timesheets.
Timesheet Reconciliation - 1. Before and After Update The image demonstrates a timesheet where the update feature was used to update the BOQ Item Charge Out Rate Used. This meant the ‘Charge Out Rate’ was retrieved and the value of the Timesheet calculated.

Widget 20: Do and Charge Invoicing

The Do and Charge Invoicing Budget is designed to easily convert Timesheets into invoices. This is for work completed that is not part of your BOQ Estimate, or variation to your BOQ Estimate. It’s work that already has an agreed schedule of rates.

Features

  • Update the Default Product
  • Modify the Title and Description the Widget.
  • View the Unit Price based on the SOR
  • Update the Unit Cost and Discounts.

Benefits

  • Automatic reconciliation of timesheets and conversion to invoices.

Restrictions

  • This widget is only available with Project Task and Timesheet Modules with Integration, Resources, Rate Tables and Job Titles.

Screenshots

Screenshots to follow.

Widget 21: Full Budget

The Full Budget has 12 columns of data. It has designed for Senior Management of business owners to manage their estimated costs and see actual spend, margins and cashflow. It groups the BOQ Items by Cost Code Category, but you can drill down to Cost Code and BOQ Item. You can also view related records, such as Timesheets, Purchase Orders and Client Invoices.

Benefits

  • Manage the Cashflow Balance of Contracts / Projects.
  • Track the Estimated Markup and Actual Markup.
  • View the areas of your Project that are delivering under or over budget.
  • View the related records affecting the budget.
  • View one or many budgets using the filters.

Restrictions

  • This widget is only available with Step 2, Step 3 and Step 4.

Screenshots

Click on the screenshot name to view the image.
Screen Shot Name Details
Full Budget - 1. Budget View Initial Budget View
Budget - 2. Drill Down to BOQ Items Click on the Blue Lines (Cost Code Categories) and Grey Lines (Cost Codes) to drill down to the BOQ Items (white lines).
Budget - 3. Timesheet Pop Up Click on the Labour Cost to see the Timesheet pop up. You can also use the dropdown at the top to switch between Charge Out and Base Rates.
Budget - 4. Purchase Order Pop Up Click on the Purchase Order cost to see the Purchase Order pop up. You can also use the dropdown at the top to see PO Value, Receipted and Paid.
Budget - 5. Invoice Pop Up Click on the Invoice Values to see the Invoice pop up. You can also use the dropdown at the top to see All Invoices, Invoices Not Paid, Invoices Outstanding.

The Table below illustrates the columns.

Column Name Details
Name Displays the Cost Code Category, Cost Code and BOQ Item Name.
Estimated Cost The Cost Estimated in the BOQ Item before Margin but after quantity.
Labour Cost 2 Options:  Cost calculated on the timesheets associated to the Project Task, linked to this BOQ Item.

  • Base Cost – Base Cost for Resource.
  • Charge Out Rate - Rate used for on the BOQ Item Unit Cost.
Purchase Orders 3 Options:

  • PO Value - Sub Total of Purchase Order.
  • Receipted - Value of Supplier Bills linked to Purchase Orders.
  • Paid - Amount Paid on Supplier Bills linked to the Purchase Orders.
 
Total Actual Cost The Labour Column and Purchase Order Column totalled, based on the selected options.
Budget Balance The Estimated Cost, less the Labour Cost and Purchase Order Cost using the selected options.
Mark Up The Markup in the BOQ Items.
Sub Total Estimated Costs (same as Total Actual Costs and Budget Balance) plus Markup.  This column should be the value quoted to the client before tax.
Client Invoices 3 Options:
All Invoices — The Sub Total of All Invoices
Not Invoiced — The BOQ Estimate Sub Total less the Sub Total of Invoices
Invoices Not Paid — The Sub Total of Invoices not Paid in Full.
Invoices Paid Excl GST The Sub Total of Invoices marked as Paid in Full
Cashflow Balance The Sub Total of Invoices Paid (Excl GST) less the Labour and Purchase Order column using the selected options.
Actual Markup The Estimated Cost less the Labour and Purchase Order column using the selected options.

Widget 22: Cost Budget

The Cost Budget has 10 columns of data. It has designed for staff responsible for managing or tracking the budget, but do not have permission to see the business cashflow or margins. It groups the BOQ Items by Cost Code Category, but you can drill down to Cost Code and BOQ Item. You can also view related records, such as Timesheets, Purchase Orders and Client Invoices.

Benefits

  • Manage the Cashflow Balance of Contracts / Projects.
  • View the areas of your Project that are delivering under or over budget.
  • View the related records affecting the budget.
  • View one or many budgets using the filters.

Restrictions

  • This widget is only available with Step 2, Step 3 and Step 4

Screenshots

Click on the screenshot name to view the image.
Screen Shot Name Details
Full Budget - 1. Budget View Initial Budget View

The Table below illustrates the columns.

Column Name Details
Name Displays the Cost Code Category, Cost Code and BOQ Item Name.
Estimated Cost The Cost Estimated in the BOQ Item before Margin but after quantity.
Estimated Labour The Cost Estimated in the BOQ Item before Margin but after quantity, if the Item Type EQUALS Labour.
Actual Labour Cost calculated on the timesheets associated to the Project Task, linked to this BOQ Item using the Charge Out Rate.
Labour Difference Difference between Estimated Labour and Actual Labour.
Estimated Purchase Orders The Cost Estimated in the BOQ Item before Margin but after quantity, if the Item Type DOES NOT EQUAL Labour.
Actual Purchase Orders 3 Options:
  • PO Value - Sub Total of Purchase Order.
  • Receipted - Value of Supplier Bills linked to Purchase Orders.
  • Paid - Amount Paid on Supplier Bills linked to the Purchase Orders.
Purchase Order Difference Difference between Estimated Purchase Orders and Actual Purchase Orders.
Total Actual Cost The Labour Column and Purchase Order Column totalled, based on the selected options.
Budget Balance The Estimated Cost, less the Actual Labour and Actual Purchase Orders.

Widget 23: Field Servicing

The Field Servicing Widget will provide a scheduling solution for the service industry. It will display the Project Tasks using a Calendar views, with drag and drop options. The key to this widget is rescheduling tasks based on Compliance requirements and Asset Allocations. It also does not restrict the scheduling tool to Zoho Users, as the Widget Displays the ‘Resources’ module in the Calendar. This is useful for a business using Sub Contractors. The objective of the widget is help users to schedule tasks based on their compliance requirements, such as skills, licences and qualifications and/or the Assets/Materials required to complete the work.

Estimated Release: November/December 2019.

Features

  • Drag and Drop Events
  • Alerts for Compliance and Assets Colour Coded
  • Use ‘Recommend Resource’ to schedule appointments based on Assets and Compliance
  • View Appointments based on Geographical locations
  • Find resources based on geographical locations
  • Daily, Weekly, Monthly Views

Benefits

  • Easy and Intuitive Scheduling for field staff
  • Schedule for internal and external resources

Restrictions

  • This widget is only available with the following modules, Project Tasks, Timesheets, Resources, Compliance and Assets.

Screenshots

Screenshots to follow.