STRUCTURE

SOLUTIONS FOR HVAC CONTRACTORS

C / F D a t a S y s t e m sY o u r C o n s t r u c t i o n F i n a n c i a l A u t h o r i t y

CONTENTABOUT US

CUSTOMER SUPPORT

HVAC CONTRACTORS

EXECUTIVE CENTER

PROJECT MANAGEMENT

JOB COST & BILLING

PAYROLL

GENERAL LEDGER

ACCOUNTS RECEIVABLE

ACCOUNTS PAYABLE

PURCHASE ORDERS

WORK ORDERS

WORKFORCE SCHEDULING

TRUCK INVENTORY

FIXED ASSETS

BRAINS

STRUCTUREMOBILE

TESTIMONIALS

ABOUTUSC/F Data Systems LLC. has been developing, installing, and supporting construction accounting software for contractors since 1979. Our dedicated team of softwa-re professionals coupled with our unsurpassed client support network are factors which have helped contri-bute to our continued growth and success.

We actively seek user input on an ongoing basis to defi-ne and redefine the capabilities of our systems. Unlike many software developers, we are never satified. We are constatly customizing our product to meet our cu-stomer's needs.

Flexibility is one of the many reasons why contractors turn to us for their system needs. Our vast array of servi-ces include: Consultation, Software, The Most Complete Training Program Available, Continuous Programming, and Hot-Line Support with a Guaranteed Response.

Besides phone, on-line, and on-site support, HELP is at your finger tips. While in a program, click the Help but-ton. See the information for that topic or search and print any topic you would like. Go to the customer-only Support website to get easy to follow How-To’s, view past newsletters, and do upgrades.

STRUCTURE does a lot, but perhaps you need a unique report or other program change, or enhancement to help you to improve your process. The C/F Data deve-lopment team will accommodate your request.

Located in Weymouth, MA, C/F Data Systems develops and sells integrated Project Management, Job-Costing, construction accounting software. For over 36 years, C/F Data Systems has been helping HVAC contractors to increase, efficiency, improve the business process, and drive profitability. We've been able to do this with our construction accounting software, STRUCTURE.

EXCEPTIONALSUPPORT STAFF

For more than 30 years, C/F Data Systems has established standards for the highest level of customer support available in the industry. Our service excellence is derived from a combination of the tenure of our support staff, which averages about 15 years. As well as the fact that our team genuinely cares about each and every one of our clients. Our client support systems are designed to meet the day to day challenges of supporting your office staff in the opera-tions of STRUCTURE. Instant call response is the rule - with tools like on-line call logging and an integrated problem resolution history, we can assure our clients of a speedy solution to even the most challenging obstacles.

What separates C/F Data Systems apart from other software companies is our amazing support staff. There's nothing more frustrating than not being able to get an answer to a question or having to endure long wait times to get one. We pride our-selves on being able to deliver amazing support to our customers. We do not outsource our support operations, all members of the support team are located at our headquarters in Weymouth, MA.

The average tenure of our support staff is 15 years.

This ensures that you get the right answer

the first time.Our Call Support System tracks all

call and resolu-tions allowing us

to build a FAQ virtual library.

Many HVAC contractors face the unique

challenge of having to manage construction

projects while simultaneously running a service

organization. STRUCTURE was designed with

your needs in mind. From day one, the deve-

lopment of our software has always had a slant

towards the unique requirements of the spe-

cialty trade. In addition to the need for extensi-

ve project cost coding and generating work in

process schedules for your bank and bonding

companies, STRUCTURE's comprehensive Work

Order module was designed to handle the

needs of even the busiest service departments.

The Work Order module allows for on-line

dispatch and instant access to all the relevant

customer information. With the service tech

notification feature enabled, you can send

a text message or email of the important

call information directly to your technicians'

mobile device. All the history you need is

right at your fingertips. Access data by call

or location, or even get a history for each

piece of equipment. Track the invento-

ry on each service vehicle and determine

who your most profitable technician is.

In the Payroll module, the need to track

apprentice hours is easily accommodated

with STRUCTURE. The WorkForce Scheduling

module allows HVAC contractors to load their

field resources and schedule the workforce

in advance and on a daily basis, for both the

service department as well as the construction

division. You can even use it to forecast future

manpower requirements. Because WorkForce

integrates directly with the Payroll module, it

streamlines the entire data collection process.

HVACCONTRACTORS

THE EXECUTIVE CENTER

Keeping track of your company's financial information can be quite the hassle. Massive amounts of time is wasted pouring over a plethroa of management reports and spreadsheets. Now you can rid yourself of the clutter. STRUCTURE's Executive Center was deisgned with you in mind. One screen that displays all of your critical financial information.

The Central Hub See Everything Easy To Use

At a glance you can see your complete Receivables and Payab-les. If necessary you can drill in to see which invoices are past due as well as any collection call history. Check your daily cash balance, or access your finan-cials with the click of a button.

One number representing your entire project backlog allows you to drill down to access all the neccessary information on each job, actual to budget, billing and payments , as well as transaction detail costs.

Easily access your company's financial status for previous time periods and compare different periods against one another. You can also keep financial and job information confidential by limiting access for whi-chever user(s) you choose.

PROJECT MANAGEMENTFor your Project Manager, STRUCTURE offers a tool to assist them in managing all of their responsiblities.

Project Management was desi-gned to meet the demands of even the busiest project mana-gers. With everything located in one convenient place, the Project dashboard, there's no hassle searching for pertinent informa-tion, from bid day to closeout.

We realize you want to control who can do what; with STRUCTU-RE your PMs can be granted the ability to create a pencil requisi-ton and then forward it along to accounting for final review.

Limit access to sensitive job and financial information to specifc users, be it the PM, the assistant to the PM, or the finance department.

Quickly access the status of Purchase Orders, Subcontracts, and Change Requests related to each job Customize and ge-nerate Transmittals, Submittals, RFI's, and track them through the many reporting logs availa-ble in Project Management.

See all of your crucial project information in one place. You can email correspondence and reports right from your desktop. Allowing you to essentially have a paperless office.

All In One Place

Monitor the project "To Do's" by setting up tasks and reminders in this comprehensive module. PJMs can enter progress on a percen-tage of completion or cost to complete basis to determine an estimated final cost to get a much bet-ter picture of where they are in the job.

Monitor Every-thing

Integrate with MS Word and Excel to further customize your pro-ject correspondence. Using STRUCTURE's Outlook integration, send reminders right to the Outlook Calendar. Utilize the Document Log to track even non--STRUCTURE created files like photos, PDFs, Word Docs, and more.

Integration With Microsoft Office

JOB COST & BILLINGYour business revolves around jobs. The Job Cost & Billing Module in STRUCTURE allows you to view all of the significant de-tails of each job. You are also able to sum-marize and compare costs to the budget.

Develop your own budget in dollars, hours, or units, by cost code and cost type. You have the option to import a budget from one of the many third party estima-ting programs that seamlessly integrate with STRUCTURE. Utilize the extensive Cash Flow Projection feature that allows you to forecast all pending cash in and out on all of your jobs. With this you'll be able to determine any cash shortfalls that might require additional borrowing.

No job is static. Change is a part of business. STRUCTURE's ability to handle Job Change Orders is what separates it from others. STRUCTURE allows you to create Change Order proposals and organize them by date, job, or customer. Combine Change Orders and list them on a statement. Create your Change Order proposals in a variety of formats, or custo-mize your bills and statements yourself on the fly. Once approved add them to the AIA with one click of the mouse.

Keep job information confiden-tial by limiting access for whi-chever user(s) you choose.

Access inventory and payroll tables for T&M Billing. Product inventory can be priced automatically. Maintain all jobs and perfom a billing on a requisition, AIA, Cost Plus, Time; Materials or Unit Price Billing basis for Utility, Federal, and State Projects.

Change Orders Made Easy

• Open Jobs

• Work in Progress

• Category Budget

• Detail Costs

• Job Summary

• Tool Locator

• Stock Slips

• Workers' Comp

• Field Report Worksheet

• Change Order Analysis

• AIA G701, AIA G702,

& AIA G703

• T&M and Unit Price Bills

• Project Manager Reports

• And many more

The Job Cost & Billing Module offers a wide array of standard

inquiries and reports

Create and mana-ge details for both Contract and T&M jobs, including Chan-ge Orders. Develop budgets and compare costs to the bud-get. Email reports right from your de-sktop - perfect for a paperless office.

Easy To Use

PAYROLL

Payroll can be a nightmare for any contractor. Employees co-uld have multiple pay types, job classifcations, different pay scales, different locatons having different tax rates, amd dozens of complian-ce reports required by various agencies. The good news is that you can easily set up STRUC-TURE to do all of this for you.

With STRUCTURE you can auto-matically post labor to job costs, as well as track vacation, holiday, and earned sick time. You have the ability to calculate taxes and dedcutions, Davis-Bacon and Section 125 deductions, and automatically print state Tax checks and garnisment checks as part of the payroll run.

The many inquiries and reports in the Payroll module allow you to inquire on specific employee information, including a "drill down" feature that lets you see additional details on the entries. This is excellent for times when you need to review check stub details, including hours, taxes, deductions, and expenses.

-JobIf your employee's time in passed in on job sheets.-StateIf you withhold taxes in multiple states within one pay period.-Manual EntryEnter payroll info from handwritten check or enter a bonus check.-Standard Time EntryTo Enter your employees' time info for system--generated checks.-Mobile EntryUsing our mobile app, TimeLinc, enter the daily time for labor and equpment to specific devi-ces in the field.

You Have Options For Entering Em-

ployee Time

• Employee List• Certified Payroll• Workers' Comp• Monthly and

YTD Earnings• Quarterly Taxes• Employee Ear-

nings History• 401k Reporting• Time Sheets• Vacation, Perso-

nal, Sick Time• Union and Minority • Year End W2's• Payroll, Deduction &

Check Registers • Direct Deposit

You Can Create a Complete Employee

Database

Setup the system to automatically manage employee pay rates and job classifications, different tax rates, and various compliance reports. Email reports and send Direct De-posit checks via our BRAINS tool right from your desktop. Keep employee info con-fidential by limiting access to whicher user(s) you choose.

Comes With Multiple Functions

GENERALLEDGERIn any accounting system, all transactions link to the General Ledger, and with STRUCTU-RE, it is possible to isolate and highlight those transactions for time periods you define.

Work in multiple periods and isolate department, division, and multi-company accounts. Create supporting schedules for every account. Of course, you have the option to set up automatic accru-als, reversals and recurring entries.

STRUCTURE performs all the standard functions of a power-ful General Ledger system, but the user-created capabilities are what allows it to stand out from the pack. The General Ledger also allows for all of your banking needs, including check reconci-liation and account transfers.

Export a Trial balance or a Fi-nancial Statement to Microsoft Excel for off-site auditing Produce financial statements for undisc-losed periods, and for prior pe-riods, at any time of the month.

Set up dozens of autho-rization levels, for data entry, editing, analysis, report consolidation, design and output. The CEO can review reports, the CFO can consolidate them and a clerk can make entries. STRUCTURE allows you to create safegaurds needed to keep your financial info protected.

Keep Your Finacial Info Secure

• Charts of Accounts• Trial Balance

Reporting• Balance She-

et Reporting• Income Statement • Auditor's Trial

Balance• Management

Reporting • Comparative

Reporting• Check Recon-

ciliation• Cash Flow Reporting

General Ledger Inquiries

• Create and customize financial reports

• Reconcile your checkbook and account transfers

• Keep banking infor-mation confidential

• A variety of reports can be exported to excel with ease.

• Run financials anytime with the Period Income Statement Inquiry

Comes With A Whole Host of

Features

ACCOUNTSRECEIVABLEYour cash flow starts with re-ceivables and the Accounts Receivable Module lets you view and analyze your cash flow from every conceivable vantage point.

Through the use of STRUCTURE, manage commission rates of your sales representative, as well as run a sales report to project the tentative commissions for your open receivables. With STRUCTU-RE's password-controlled access, permit selected operators to edit cash receipts and adjustments (and STRUCTURE will provide an audit trail of those edits).

You also get a complete Collec-tions File with interactive exchan-ge of notes for tracking calls and responses as well as standard letters that can be easily customi-zed. As with every part of STRUC-TURE, we provide you with a range of models and templates based on over thirty years of experien-ce, then we give you easy-to-use tools to customize STRUCTURE to meet your business needs.

Within the Accounts Receivable Module create a customer da-tabase that includes all your customer contact information including phone, extension, email, cell# for as many contacts as you need.

Create a Customer Database

• Sales Analysis • Customer Sta-

tements • Customer Acti-

vity Reports• Customer List• Aging for a variety

of time periods • Invoice and Pay-

ment History• Commission

Reporting• Cash Receipts and

Sales Register

Standard A/R Inquiries and Re-

ports Include:

Email copies of Invo-ices and AIA's right from your desktop, helping to expedite the collection pro-cess. Track your company AR then navigate down to the past due invoice to give you the informa-tion you need to get your cash in faster.

View Cash Flow From All Angles

ACCOUNTS PAYABLECash flows both ways and STRUC-TURE helps keep track of where your cash is going. STRUCTURE automatically posts purchases to Job Cost and General Led-ger, and ages invoices by due or invoice date for any time period.

With STRUCTURE, you are able to run cash management reports by job, due date, selected vendors' invoices or various combinations. Maintain sub-contractor records of billing to date as well as con-tract amount outstanding, lien waiver and insurance expiration dates, and even track retainage.

You have the ability to post partial payments, create joint checks and post to multiple General Ledger periods in the same batch. The Accounts Payable module al-lows you to enter the recurring payments for automatic posting. There's even a vendor note sub-system for correspondence.

Access your entire AP Balance and drill right down to each and every invoice. The Red Flashing Voucher Memo lets you know of any important information on the outstanding bill.

Total Access

• Access History Job, G/L, PO, vendor, or Check#

• Purchase Journal• Cash Flow

Projections• Vendor List• A/P Aging• Billing and Pay-

ment Histories• Voucher and

Check Registers• Aging for a variety

of time periods

Standard A/P Inquiries and Re-

ports Include:

Create and manage vendor files, including multiple contacts and any discount rate offered by the ven-dor. Email reports right from your desk-top. Keep payables information con-fidential by limiting access for whichever user(s) you choose.

Multiple Fuctions

PURCHASEORDERSEfficient management of Purcha-se Orders keeps your projects rolling. With STRUCTURE, you gave the ability to create P.O.’s that satisfy all methods of pur-chasing. Whether you are buying in Lump Sum, Lot Price, or Detail, STRUCTURE handles them all.

Bring in the detail from standard inventory lists. Set up vendor price matrices for calculating discounts off of standard trade pricing, or set up special pricing for each job.

Committed but unbilled costs are part of every project. STRUC-TURE’s Open Purchase Orders will update to Job Cost’s ‘Com-mitted Cost’ to give you a total picture of your job’s status.

Print out your own customized acknowledgements with ad-ditional fulfillment such as sub-contracts, terms and conditions or project specifications, to stre-amline the ordering process.

Create and manage Lump Sum, Lot Price, or Detail Purchase Orders. Email Purcha-se Orders right from your desktop. Keep purchasing information confidential by limiting access for whichever user(s) you choose.

Multiple Functions

Generate RFQ’s to get the best pricing possible then use the results to generate your Purchase Orders. Create PO revisions to track a history of every change made to your original order.

Be Able To Do More

Update your inventory as soon as material is received, and value your inventory in a variety of ways. Ac-cess Purchase Order history: by vendor, job, material, or phase/ca-tegory/type, in either summary or detail.

Easy To Use

WORKORDERSSTRUCTURE makes Work Orders easy, fast and profitable. With instant access to client history (including credit) and to your service rep and equipment at the site, you have ther ability to dispa-tch service while keeping an eye on your resources and profitability.

Set up zone analysis for routing and scheduling, and you are able to log times of call and dispatch. You can set up screens to enter the problem and, ultimately, the resolution. Extensive service history and service profitabili-ty reporting to show you profitability by Service Technician, Salesman, Cu-stomer, Zone or Service Location

Generate quotes for your customers and then convert them into orders. Open order reporting by status, priori-ty, date/time, customer, order number, job, truck, service rep or zone. Send your service technician a text message or email of all the relevant call informa-tion right from the dispatch board

With STRUCTURE’s flexible workflows your data can flow in either direction. It can go into the Work Order and export to Payroll and Job Cost, or if you prefer, enter the labor in Payroll and pull those costs in to the billing in the Work Order Mo-dule, you can even pull in costs from any Purchase Orders you issued for the Job.

Automatically tracks material inventory by truck. Automatic billing of scheduled service contracts. Pre-ventive maintenance scheduling capability with automatic PM work orders . Ability to generate cost and profit analysis by job and service technician.

Automate the Process

• Dispatch Board

• Open Orders

• Inventory Location

• Contract Expiration

• WO Scheduling

• Make/Model Problem Analysis

• Service Rep Profitability

• Invoice History

• Service Contract Labels

• Preventive Maintenance

• Call Analysis

• Work Orders

• Service History/

Service Contract

• Sales Analysis

All the Inquiries and Reports You

Need

Open order reporting by status, priority, date/time, customer, order number, job, truck, service rep or zone. Automatic recall of Work Order for Billing Ability to handle COD’s. Automatic pricing for labor and material updatable from services such as Trade Service or Harrison. Cross posting to Accounts Receivable, Job Cost, Payroll and Gene-ral Ledger as required.

The Ability to Do More

WORKFORCESCHEDULINGWorkForce Scheduling allows your scheduler or foreman to allocate and schedule the necessary re-sources for all of your upcoming projects, be it labor or equipment; and because of STRUCTURE’s se-curity, limit access to just the jobs they are responsible for staffing.

Whether your project is short-term or long-term, WorkForce Scheduling provides you with the tools to ma-nage your labor force and resources. Establish a database of skill sets that are required for certain projects and assign employees based on the-ir skills and availability. Generate labor forecasts to determine your future workforce requirements.

Generate a calendar to track em-ployee availability, and keep a complete history of your workforce schedule for all of your future labor reporting requirements. Interface to STRUCTURE’s comprehensive Payroll program to really streamline the entire time collection process.

With STRUCTURE's mobile field time collection app, TimeLinc, you can capture the actual time worked and feed it right into the actuals to com-pare against the scheduled hours and update directly into Payroll.

Maintain scheduling and calendars to track employee availability and history. Use labor forecasts to determi-ne future workforce requirements on projects. Email re-ports right from your desktop - perfect for a “paperless” office.

Stay On Top Of Employee Sched-

ules

• Work Force Schedule Report

• Payroll Report by Employee

• Resource Schedule by Employee/Job

• Weekly Schedule • Forecast Resource

Requirements

Work Force inqui-ries and reports

include:

Keep project infor-mation confidential by limiting access for whichever user(s) you choose. Track your resources by Job or Employee and schedule out as far in advance as you need to. Red numbers indicate an over-allocation of time or scheduled over-time.

Total Control

INVENTORYCONTROLSTRUCTURE makes materials ma-nagement fast, easy and efficient. Enter your receipts into the Inven-tory module directly, or integrate to Purchase Orders and receive via a packing slip or invoice receipt.

Establish inventory minimums, maximums and economic order quantities and produce exception reports to show your complete inventory status. Establish bin loca-tions to make it easy to find things and then do your counts and enter the physical as often as you wish.

Produce a complete history sho-wing all additions and subtractions to your inventory for any range ofdates. Value your inventory on either a replacement cost or weighted average basis.

Keep inventory information confidential by limiting access for whichever user(s) you choose.

Easily track your on-hand quantity and get a snapshot of all pur-chases made for that item. Establish pricing by vendor and by job, and lock in your best negotiated discounts.

Never Lose Track of Your Inventory

With STRUCTURE you will

never have to worry about

losing track of materials

that are in trucks. Working

alongside the Work Orders

Module, Truck Inventory

allows you to keep tabs on all

materials that are placed on

service vehicles. A truck can

be assigned to a technician

and when the parts get billed

on their work order they in-

stantly come off of the truck's

inventory. Locate materials

that are in specific trucks.

Truck Inventory

Enter receipts and manage inventory directly, or use the Pur-chase Orders module to receive via packing slips or invoice receipts. Email reports right from your desktop perfect for a “paperless” office.

Become a Paper-less Office

FIXEDASSETSEstablish a complete list of all your equipment and setup different billing rates be it hourly, daily, we-ekly, monthly, rental, or even idle.

Produce preventative mainte-nance schedules based on days, miles, or hours, allowing you to keep your valuable resources in tip top condition. Produce servi-ce tickets for your mechanics and draw from your integrated parts database inventory.

Track all revenue and expense associated with each piece of equipment to come up with a complete and accurate cost per hour of utilization to de-termine which equipment to keep and which to dispose of.

Maintain lists of parts that are used for the repairs in maintenance on your equipment that you keep in stock. Schedule maintenance and produce service tickets for each piece of equipment.

Monitor all relevant information including purchase date, pur-chase price, current value, and salvage value. Track and analyze the costs of your equipment.

Know Everything About Your Equip-

ment

• Equipment History by

Equipment, Component,

and Serial Number

• Equipment Revenue

and Expense Report

• Fuel Usage Report

• Service Tickets

• Service Inquiry

• PM Scheduling Report

• Inventory Parts Reporting

• Depreciation Schedules

• General Ledger In-

terface Report

• Monthly Equip-

ment Charges

Multiple Functions

Generate depreciation tables on either book, tax, or a third alternate basis as you decide.

View Depreciation

BRAINS

Business Reporting Automated Intelligence Notification Service

Did you know that included with your purchase of STRUCTURE comes BRAINS?

BRAINS is a feature which allows STRUCTURE to run programs and send emails automatically from the server. You could say it's the "BRAINS" of the operation.

BRAINS can schedule certain reports to run at specific times and automatically email them to the proper individuals within your organization. Saving you time and increasing your efficiency. BRAINS allows your payroll process to become automated. Payroll

direct deposits can be emailed out directly to your employees, eliminating the need to print and mail them out.

Normally you have to manually refresh the Executive Center, which could take quite some time to finish. You can set BRAINS to automatically refresh the Executive Center at any time you like. For example, you can have BRAINS set to refresh the Executive

Center at midnight. So when you come into work the next morning, your updated information is there waiting for you. The best part is that BRAINS is entirely free. It is offered at no extra cost to you.

STRUCTUREmobile

FieldLinc Suite

TimeLinc

TimeLinc allows you to deploy a specific list of jobs, cost categories, employees, and equipment to specific devices in the field. Your foremen can enter the daily time for labor and equipment to send back into STRUCTURE for the purpose of feeding the payroll and updating the job costs as often as you want.

TechLinc

TechLinc allows you to dispatch service calls directly to your field service techs on their mobile devices (IOS & Android compatible). In the field, the tech can access service history, get directions, enter a description, and even capture a digital signature. Once the techs complete the call, the customer instantly receives a signed copy of the work order via email. All of the details are now in the STRUCTURE system, ready to be reviewed by the billing department. With TechLinc you no longer have to wait days to bill a customer, now you can do it almost instantly.

ChangeLinc

ChangeLinc allows you to create Change Order Requests directly from your mobile device and email the proposal to customers instantly.

With a secure login, each Field Supervisor or Project Manager can access all of their own specific job information. From the field, access any of the jobs that you are working on to create Change Orders.

“I want to let you know that the C/F Data support team, training and overall customer service is fantastic! I have worked with several software companies and I am extremely impressed by your team. No matter the issues I have run into here during the implementation they have been patient, knowledgeable and most helpful! ....…I have found Structure to be intuitive, making it easier for everyone to learn and effectively use the software. You have a very satisfied client in Fraser Engineering!.”Barbara Bates, CFO, Fraser Engineering

“Just wanted to let you know that the emergence of the workforce module within Allegheny Floors has made a tremendous impact on our business…we have already been impressed with what it has done for us in the areas of forecasting and scheduling labor. Keep up the great work and fabulous customer service." –Andy Decristoforo, COO, Allegheny Commercial Flooring Contractors

“Standard industry metrics show that the average construction company generates income equal to $300,000 per employee, at NCF/Lakota, we realize revenue of $1.3m per employee, and STRUCTURE has played a very important role in helping us to achieve this increased efficiency.”Reza Amirghaffari , CEO, Lakota Contracting

C/F DATA SYSTEMS

ADDRESS : 97 LIBBEY INDUSTRIAL PARKWAY WEYMOUTH, MA 02189TEL : 800-370-0050EMAIL : INFO@CFDATASYSTEMS.COMWEB : WWW.CFDATASYSTEMS.COM