Key Features

• Work Orders: Tracks work order progress among individual technicians, between teams or for an entire organization. Management can assign and schedule work orders, create work categories and manage role-based access. 
• Document Management: Search, view, edit, share and download documents associated with assets, projects and more. Internet access and storage ensures documents are always the most recent version. 
• Scheduled Maintenance: Workflow assignments, approval requirements and purchasing processes ensure workflows operate smoothly. Supports task hierarchies with projected timelines, dependencies, and technician assignment days, weeks or months in advance. 
• Financial Management: Offers: 
•  Multiple general ledgers, invoicing, accounts payable/receivable and balance sheets. 
•  Account charts, profit and loss tracking, and budgeting. 
•  Purchase orders and currency conversions. 
•  Tax calculation for multiple sites and payments or collections via batched orders. 
• Asset Management: Includes asset catalogs, location tracking, purchasing, warranties and maintenance histories, asset reservations or assignment, and security rights. 
• Dashboards: Provides at-a-glance insights via charts, graphics, lists and other visualizations. Set custom filters and formulas to generate reports and display them visually or via tables. 
• Inventory Management: Saves costs by optimizing inventory stock and order quantities. Provides a complete overview of stock, including current, minimum and maximum inventory levels, packaging units, orders and more. View products as separate units such as price, currency and dimensions. 
• CRM: Centrally manage all contact details, map organizational structure, amend details with a single entry, track all forms of customer interaction, and manage and monitor leads effectively. 
• Human Resource Management: Post job vacancies with details like pay scales and candidates profiles, simplify employment procedures through custom workflows, log absences, and perform digital file-keeping. 
• Purchase Management: Manages data for products, services, suppliers, reductions and more. Supports the purchase-to-pay-process and creation of product features to facilitate product searches. 
• Space Management: Helps optimize the workforce, access interactive plans, plan moves and navigate via online devices or in-office kiosks. Facilitates finance management, catering and real-time insights. 
• Catalog Management: Effectively manage information, access it from several locations and share it with current and prospective clients. 
• Bidding and Procurement: Select and send invitations to contractors and suppliers to send bids through email, compare prices and services, and generate relevant work or purchase orders. 
• Lease Management: Manages multiple leases, subleases and amendments, vacancy and occupancy, lease expiration dates, payment requests and invoices, and more. 

Limitations

•  Pulling reports is slow and challenging. 

Suite Support