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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
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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. |