Service and Support

• One-on-One Support
• Consultation, Advisory and Planning
• System Setup and Configuration
• User Accounts and Permissions
• Deployment and Implementation
• System Customization
• Administrative Training
• Employee Training
• User Instructions
• System Documentation
• Service and Support
• System Administration

Functions and Features

• Real Time Dashboard and KPIs
• Mobile Timecard System
• Payroll Report Preparation
• Employee Scheduling System
• Employee Management
• Digital Forms and Records
• Cloud Based Documents and Files
• Custom Reports and KPIs
• Tools and Equipment Management
• Project Management
• User Permissions
• System Administration

Popular Customizations

• Custom Forms and Records
• Custom Reports and KPIs
• Custom Timecard App
• Custom Dashboards
• Custom Employee Training
• Custom Estimating
• Custom Project Management
• Custom Client Management
• Custom Ordering and Requests
• Custom Inventory Management
• Custom Business Automation
• Custom Web Based Services

Forms, Documents, and Reports

• Custom Forms and Reports
• Document Management
• Online and Mobile Access
• Cloud Based
• Central Database
• Information Flow Management
• Submission Controls
• Submission Reports
• Permission and Access

Timecard System

• Time In/Out/Break
• Assignments
• Work Schedule
• Notifications
• Expense and Mileage
• GPS and GeoFence
• Safety Compliance
• Emergency Contact
• Supervisor Mode
• Payroll Automation

Scheduling System

• Employee Availability
• Employee Scheduling
• Project Scheduling
• Day, Week, Month View
• Employee and Project View
• Calendar or List View
• Vacation/Time Off Request
• Overtime Controls
• Notifications and Alerts
• Custom Functions
• Custom Rules

Employee and HR

• Employee Profiles
• Positions and Rates
• Access Permissions
• Scheduling and Assignment
• Onboarding and Orientation
• Training Records
• Licenses, Tickets and Certificates
• Records and Evaluation
• Vacations and Timeoff
• Timecard Records
• Payroll Automation
• Files and Images

Safety and Compliance

• Safety Forms and Records
• Safety Documents and Manuals
• Government Regulations
• Safety Policies and Procedures
• Industry Standards
• Project Requirements

Examples

• Incident/Accident/Near Miss Reports
• Emergency Response Plans
• Incident Investigation
• Project Risk Surveys
• Inspection Checklists
• Site Compliance

Tools and Equipment

• Tools and Equipment Database
• Project/Operator Assignments
• Maintenance Schedule
• Maintenance/Repair Records
• Operator Repair Requests
• Operational History
• Cost Tracking
• Parts and Supplies
• Location Tracking
• Forms and Records

Project Management

• Project Profile
• Key Performance Indicators
• Real Time Progress Tracking
• Cost Tracking and Control
• Resource Management
• Employee Scheduling
• Equipment Assignment
• Materials Assignment
• Quality Control
• Forms and Records
• Progress and Summary Reports
• Files and Images Bank
• Custom Functions

Company Dashboard

• Key Performance Indicators (KPIs)
• Real Time Data and Reports
• Centralized Business Intelligence
• Monitor Critical Functions
• General and Department
• Overview of Key Metrics
• Streamline Information Display
• Visualize Complex Data Sets
• Custom User Interface
• Custom Functions/Features

Mobile App

• Mobile Timecard
• Mobile Forms
• Mobile Documents
• Mobile Scheduling
• Mobile Safety
• iOS and Android
• Location Tracking
• Device Features
• Office Access
• Ease of Use

Employee Training

• Company Policies
• Position Training
• Work Orientation
• Site Orientation
• Safety Training
• Skills Training
• Compliance Reports
• Docs and Manuals
• Training Materials
• Knowledge Bank

Quotes and Estimates

• RFQ Tracking
• Opportunity Tracking
• Standard Quote Templates
• Standard Estimating Forms
• Custom Quoting Formulas
• Sales Cycle Management
• Sales Projections
• Sales Personnel Management
• Sales Performance
• Custom Invoices

Client Management

• Client Profile
• Work and Billing History
• Records and Notes
• Communication Records
• Business Opportunities
• Service Requests
• Client Self Service
• Service and Support

Ordering and Service Requests

• Order Processing
• PO Management
• Service Requests
• Service Scheduling
• Service Fulfillment
• Pricing Controls
• Self Service Features

Inventory Management

• Inventory Database
• Stock Control
• Pricing and Costs
• Location Tracking
• Bin Level Controls
• Order Tracking
• Reorder Notifications
• Project Assignment

Web Based Services

• Online Sales and Orders
• Online Quote Request
• Online Service Request
• Online Service and Support
• Online Scheduling
• Online Bill Payment
• Online Client Account Access
• Online Forms and Records
• Online Reports and Statements
• Online Training and Testing
• Online Resources Library