Customer Relationship Management (CRM)
View relationship and financial information for each of your clients through our CRM. This feature allows you to view past jobs, customer specific pricing, credit and outstanding AR, contracts, current projects, tasks, and notes. Analyzing trends and utilizing this information ensures fruitful relationships are built over time, positioning your business to uncover additional revenue opportunities.
This feature allows your team to quote jobs using available inventory, historical data, and costs from your CRM. Turning a quote into a work order has never been easier as once you win the work, this feature will automatically initiate the inventory allocation and scheduling process.
Reduce waste, optimize job schedules, and ensure your business is always stocked by taking advantage of real-time integrations with inventory and purchasing. With enhanced resource allocation and purchasing power, you’ll gain deeper insights into actual costs and cash flow - all of which can be deeply analyzed directly within the user interface.
Stay on top of your costs and gain complete visibility into the profitability of operations and supplier relationships. Hold your suppliers accountable and negotiate favourable terms with actionable insights.
Time Tracking and Scheduling
Production jobs can be scheduled by work center using the customer request date, backward scheduling, or by applying available resources directly to a job. Time captured on the shop floor is summarized by employee and is always primed to be sent to the payroll system for processing.