Markcomm Pitch

Overview

Unanet A/E is created by Clearview and is an ERP software. It helps the architecture and the engineering firms specifically and is a suitable combination of Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, and CRM tools. All these tools are available in one source so you can run the business more effectively.

Screenshot

Unanet A/E

Features

  • Ad Hoc Reports
  • Key Performance Indicators
  • Dashboard
  • Predictive Analytics
  • Publishing / Sharing
  • Strategic Planning
  • Visual Analytics
  • Scorecards
  • Profitability Analysis
  • Data Import and Export Tools
  • Performance and Reliability
  • User, Role, and Access Management
  • Custom Reporting
  • Financial Statements
  • Reconciliations
  • Invoice templates
  • Time and expense tracking
  • Resource allocation
  • Budget management
  • Billing adjustments
  • Access Control
  • API Design
  • Developer Portal
  • API Lifecycle Management
  • Billing & Invoicing
  • Project Accounting
  • Contact Management
  • Quotes/Proposals
  • Document Management
  • Performance Metrics
  • Strategic Planning
  • Quantitative Analysis
  • Scorecarding
  • Purchase Order Management
  • Relationship Tracking
  • Kanban Board
  • Collaboration Tools
  • Utilization Reporting
  • Accounts Receivable
  • Nonprofits
  • Project Accounting
  • Bank Reconciliation
  • Payroll Management
  • Purchase Orders

Specifications

  • Deployment: Cloud Based, Web Based, SaaS Based, Installed - Windows, iPhone / iPad, Android

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Unanet A/E Users

Available Support

  • Business Hours
  • Online

Language Support

  • English

Company Details

  • Company Name: Unanet A/E

  • Headquarter: United States

  • Full Address:

Reviews

I like that we can build estimates and track a project from beginning to end. All costs go in and are automatically available for invoicing at markup rates. Flexible and able to have multiple price sheets. Integrated with project scheduled, resource planning, time sheet and expenses.

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I like that each PM has the means to review and prepare their own invoice. I would like to know more on how to set up a template style that can be imported for each project and then alter from there.

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I like that the software is able to integrate all aspects of our business, from timesheets to expense reports, invoicing, and bill payment, etc. It is a one stop shop kind of software.

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 I like that we can build estimates and track a project from beginning to end. All costs go in and are automatically available for invoicing at markup rates. Flexible and able to have multiple price sheets. Integrated with project scheduled, resource planning, time sheet and expenses.

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This application doesn’t have a payroll application and I would have to install a separate application for this purpose. Thus, this tool is not that much helping in providing the project’s summary for allocating the previous detail. This issue is not very serious to consider and might be upgraded in the latest versions.

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Unanet has excellent support, knowledge base and consultants. Knowledgeable about service businesses. Product is great as puts the power in PM’s hands to manage their projects from task assignments to profitability via real time reports. The full ERP stack has great setup and reporting relating to cost pools and allocations

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I wish it were easier to move time tickets around. It takes many clicks to get to move a time ticket to where it needs to be when entered in the wrong location. I wish uploading documents was easier and that I did not have to put on my desk top to move. To edit fees you need to be in one place, to add tasks you need to be in another. The program is not intuitive.

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No need to keep software on servers on site. Everything is in the cloud. * Local client install. * Easy to use trouble ticket system when there is an issue. * Since it is cloud based, it is always up to date.

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Unanet A/E Powered by Clearview is specially designed for engineers and architects to estimate the capability and project budget. This application is even more realistic in making the plans and budgets to implement in project promotions. Hence, the tool is helpful in calculating the milestones and we can have a clear idea about our production and development. The powerful application tracks the project from making to selling steps and helps to find the best suitable prices in the market. So, we are amazed by its effects on the system and market as well.

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