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Find out more about how we can help you extend your existing system to make it do more.
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Task scheduling managerSchedule, manage and organise your team’s recurring tasks with this powerful feature, so nothing gets forgotten again. Whether it’s a monthly report to a client, the weekly fire alarm test or the annual MOT on the van, this feature effortlessly reminds you to do the task, gives the instructions on how to do it, and stores evidence (photos, PDFs, copies of emails, etc.) that it was done. You’ll be able to prove who did what, when, and whether it was done on time. |
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Centralised emailsImagine having a complete record of all correspondence sent out to your clients – from everyone, not just one individual – filterable by type and date and who sent it. Imagine you could also schedule emails at key stages in a process, for example confirming that an order has been accepted. This is what our centralised emails tool offers: seamless communication with your clients, via well designed and properly formatted emails. |
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Automated text messagesText messaging is a great way to deliver simple or time-sensitive communications. If you want to reassure your clients that you've received their order, inform them when you've completed their work, or update them with their engineer's arrival time, texting is the way to be confident your message will be read and won't get lost. Text messages can also be used to ask for customer feedback – people are more likely to do this via text – and generally to communicate efficiently with your clients. |
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Self-service user managementEmpower your administrators to add new users to a system, reset passwords and control user privileges without having to raise a support request and wait until the job is done. It saves both time and cost, yet so many systems don’t have it. |
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Audit loggingImagine the insights into productivity and profitability you’d gain if you could track how long it takes a product to move through your factory, what tasks your people can do in a day, or how long customer service calls take. Our audit logging feature gives you access to this data by recording the important actions in a process along with the time, date, who did it, their location, etc. It also lets you find out who changed an important detail on the system six months ago, when normally no one would remember. This is critical business information at your fingertips. |
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Calendar integrationWhatever calendar your business uses – Google, Office365 or others – it can be integrated with your business system. This makes it easy, for example, to find a meeting time that works for multiple individuals. Put your system-generated appointments in to your calendars and see your other calendar appointments in the system. |
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Project history logKeep track of a job or project with an unlimited chronological record of the actions and activities your team is working on. Updates can contain files and include correspondence, technical notes, calls and actions, and the feature records who made the update and when. Updates can be categorised for better visibility and usability. And since the updates can’t be changed or removed, the record becomes an indisputable history of what’s happened. This feature can also be used as a reporting tool, for example to track how many projects were completed in a given time period. |
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Interactive charts and graphsWhen data are visualised you can spot trends and issues that are hard to identify from tables of figures. Our interactive charts feature allows you to choose the metrics you want to visualise – for example you can view your team’s time on different jobs over the past month as a pie chart – and then see at a glance what’s going on. |
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Data integrity reportingGood data leads to good decisions. Bad data leads to mistakes. Data integrity reporting helps ensure the former. If there’s something wrong with key data in your system – for example, fields in an order form haven’t been filled in properly or a figure falls outside preset levels – then an alert gets sent to the relevant person. This means you’ll always record all the information you need. |
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