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Process Management Features

Process Management Features

Key features of our cloud-software solutions

Process Management

Whether you are purchasing, scheduling, invoicing or any other activity our cloud-software solutions can be configured to reflect how your organisation operates.

Team and Staff Productivity

Understand how many activities can be completed by your teams within a certain amount of time.

Clients and Suppliers

Engage your supply chain, allowing other companies to view, add and update activities.

Workflow Management

Control what options are available to your team at each stage of a process. Limit mistakes and ensure the whole action is completed.

Success Rates

Compare the outcome of any activity within in the system, know the success rate of each activity and use to improve your operation.

Client Agreements

Manage your client agreements to ensure they are prioritised correctly and that agreed actions are completed.

Control Data Capture

Require data at specific stages to ensure you have what you need to complete the job successfully.

Profitability Reporting

Evaluate the profitability of your organisations activities and monitor trends over time.

SMS & Email

Send SMS and emails from a case, using templates for common messages and logging when and what was sent.

Quotes & Invoices

Create quotes and invoices to your clients or allow suppliers to send you quotes and invoices.

Process Efficiency

Measure the amount of time it takes to get from one stage to another or the average time spent in each state of the activity.

Messaging

No more trying to find emails! Our messaging solution for teams ensures that every message relates to the case being discussed.

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Clients and Suppliers

Engage your supply chain, allowing other companies to view, add and update activities.

SMS & Email

Send SMS and emails from a case, using templates for common messages and logging when and what was sent.

Quotes & Invoices

Create quotes and invoices to your clients or allow suppliers to send you quotes and invoices.

Messaging

No more trying to find emails! Our messaging solution for teams ensures that every message relates to the case being discussed.

Custom API Automation

Avoid updating multiple systems with the same data by automating data transfer between systems.

Files and Notes

Attach files and make notes to organise key information on your cases

User Management

Control who in your team has access to key functionality and who can view reporting data.

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Process Management

Whether you are purchasing, scheduling, invoicing or any other activity our cloud-software solutions can be configured to reflect how your organisation operates.

Clients and Suppliers

Engage your supply chain, allowing other companies to view, add and update activities.

Workflow Management

Control what options are available to your team at each stage of a process. Limit mistakes and ensure the whole action is completed.

Client Agreements

Manage your client agreements to ensure they are prioritised correctly and that agreed actions are completed.

Control Data Capture

Require data at specific stages to ensure you have what you need to complete the job successfully.

SMS & Email

Send SMS and emails from a case, using templates for common messages and logging when and what was sent.

Quotes & Invoices

Create quotes and invoices to your clients or allow suppliers to send you quotes and invoices.

Messaging

No more trying to find emails! Our messaging solution for teams ensures that every message relates to the case being discussed.

Stock Inventory

Control inventory items in stock, assign stock to cases or assign back into stock and track which users have updated stock.

Field Team Scheduling

Plan and manage field teams to limit daily capacity, schedule callouts, optimise routes and track progress.

Pdfs and Printing

Customised printouts to present key information while reflecting the image of your business.

Files and Notes

Attach files and make notes to organise key information on your cases

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Team and Staff Productivity

Understand how many activities can be completed by your teams within a certain amount of time.

Success Rates

Compare the outcome of any activity within in the system, know the success rate of each activity and use to improve your operation.

Profitability Reporting

Evaluate the profitability of your organisations activities and monitor trends over time.

Process Efficiency

Measure the amount of time it takes to get from one stage to another or the average time spent in each state of the activity.

Operational Reporting

Live reporting on the progress or state of activities within your operation.

Cost Analysis

Analyse the costs of your operation, know where the costs are incurred and how often thresholds are exceed.

Pdfs and Printing

Customised printouts to present key information while reflecting the image of your business.

Audit Log

Full historical change log of user activity in or outside of your organisation.

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