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• Create Bids, Estimates, Jobs, and Work Orders
• Project Management - After the bid is awarded, create projects
with email alerts that keep everyone in the loop, assign collections of tasks to
project work staff, and tie any billable events from the project back to the contract
to asses allotted hours to spent hours, keeping everyone within allotted guidelines.
• Contract Management – Define contracts based on issue count
or total pool of hours. Reference contracts from Cases and Projects to enable internal
and external project managers the ability to manage awarded/purchased hours and
incidents.
• Time & Billing – Employees can enter time and expense (billable
and non-billable)
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• Leads, Sales Opportunity, and Client Management
• Job Costing – Define job / work orders, including integration with
QuickBooks
• Inventory – Create Inventory items, including service items,
kitting (collections of items where inventory kit count).
• Purchase Management with Drop Shipping support – Create Purchase
Orders from vendors / part numbers, and drop ship to client site.
• Partner Collaboration Portal – Let upstream and downstream partners
collaborate with your employees on fulfillment projects that involve them.
• Client Self-Service Portal – Let clients track and create cases,
related project and case status, pick up bids, contracts, estimates, invoices, and
work orders.
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