Work in Progress Module

The Work in Progress Module allows the user to monitor current and completed projects on a real-time basis. By utilizing integrated capacity, run-off and proforma reports the user is able to manage and maximize the amount of surety credit available for their clients. Another unique feature of this Module is trending capabilities, allowing the user to track individual job performances throughout the life of a project and key in on patterns that are working or are not working for your client.

  • Track surety credit availability with integrated capacity and runoff reports to effectively negotiate better credit terms and obtain maximum surety credit.
  • Utilize the work-in-progress tool to analyze current work-in-progress statements and perform a trending analysis throughout the life of each project.
  • Generate project and income statement proforma schedules to proactively achieve business goals and increase credibility in the market.
  • Printable version with your company's logo.

Tour

Tour of each of the modules in the SuretyPro system.

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Contractor Questionnaire

Maintain all information related to client's business structure in a secure environment.

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Financials

Tools to help you compare your client's financial strengths/weaknesses to industry averages.

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Work in Progress

Tracks the current status of outstanding jobs and a historical record of all completed jobs.

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Bonds

Track and monitor all surety bonds to ensure accuracy and timely closing.

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Settings

Allows the user to customize their SuretyPRO System experience.

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