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Workflow Features

JOB CARDS

Create and manage job cards for call-outs and work to be performed

TICKETS

Create and manage tickets or use the email to ticket function to allow your clients to create support tickets

 

QUOTES

Create and manage quotes and easily turn them into invoices when the work is done

INVOICES

Create professional invoices with your company branding and terms

RECURRING INVOICES

Create and manage job cards for call-outs and work to be performed

RECURRING JOB CARDS

Create weekly, monthly or annual job cards for recurring services rendered

 

PROJECTS

Create and manage projects. Link all your purchase orders, quotes, invoices and staff

TIME TRACKING

Keep track of your staff times linked to a Job Card or Project

SCHEDULING

View your job cards and projects on a calendar. Synchronized to your calendar cloud account

AUTOMATION

Automate emails and messages with triggers. Never miss out on sending the vital invoice to your customer

 

CUSTOMERS

Keep track of your customers and send out timely statements

BOOKINGS

Manage your bookings and keep them scheduled and synchronized to your calendar cloud account

DASHBOARD

Create your own Dashboards and visualize your information with our built in Dashboard Designer

PURCHASE ORDERS

Create Purchase Orders for suppliers

 

TEMPLATES

Create and customize Email and Message templates used to automate your workflow process

TRIGGERS

Customize triggers that automate processes within your workflow process