Feature List

General

Track Changes and Progress

Centralised Storage of Information

   - Centralised Storage of Contract information

   - Centralised Storage of Notes

   - Centralised Storage of Documents

Provide Real Time Updates of Job information

Customisable Reporting

Identify Projected Resource Requirements

Custom Integration with any 3rd Party sytem (Beams, Databuild, Sage, BusinessCraft, etc.)

Powerful Baseline and Forecasting (allow complex target setting)

Extensive Security Settings

Tenders

User interface to enable detailed quote work up by sales estimators

Visibility of margin from the whole quote to individual selected items

Web front end to allow quote generation anywhere

Post contract variations management

Sales Selection (housetype, colour, brick, etc.)

Sales

Customisable Sales Process

View Lead status

Record Sales and Sales Progress

Set Sales targets

Work Allocation and Delegation

Customisable Work Flow

Automated Letters to Customers

Document Integration into SharePoint

Record and Present task description to (new) staff

Multi department coordination of Work Flow

Standardised Work Flow

Track job progress

Identify Bottlenecks

On Site Electronic Call forward sheet

- Automated or Semi Automated call ups through Fax, E-mail, SMS, Online or Phone

- Attach documents to Call ups (Purchase orders, Plans, Variations)

- Standard instructions per task

- Fully Customisable Call Up sheets

- Automatic scheduling of tasks based upon custom rules

- Full Call up history recorded and audited

Purchase Order Processing

- Approval of PO Value

- Allocate Supplier from PO to Task for automated call up

- Include a task in a contract if a PO is present or not (eg. smart wiring or not)

- Scale duration of task based upon quantity or value of PO

On site access to all notes and discussions of contract

On site access to all documents assigned against contract