Platform Features

Capture, evaluate and implement suggestions to enhance your processes.

Comments module that is present on key system records allowing users to comment, tag, and reply to threads allowing for a centralised platform for communication.

Meeting module allows for meetings to be recorded, agendas to be created, and meeting minutes to be generated.

Tasks module allowing users to create, assign, and manage tasks and link them to key system record.

Create and manage employee records and assign work patterns and cost rates to each employee as required.

Utilisation overview showing both forecasted and actual utilisation of your team based on time scheduled and time logged.

Schedule projects by allocation your employee resources to stages of your jobs.

Approval workflow allows for key financial records to be approved by the relevant parties.

Create and issue supplier purchase orders.

Record supplier invoices and credit notes.

Create and issue invoice and credit notes to your customers.

Create and manage supplier accounts including contacts and addresses.

Capture and manage customer enquiries from initial customer contact to a deal being won or lost.

Create, manage, and issue customer quotes, including the ability to issue quotes for digital signature, and convert accepted quotes to projects.