Turn requests and activities like Emails, Phone Calls , Website Requests automatically into Job Tickets to be processed by your office team. Never misplace or forget a request or task to be done.
PROCESS WORK EFFORTLESSLY
Standardize your business operations, have a franchise-grade level process for each product or service so that your people can perform consistently and stress-free.
Have automatic email notifications to your customers based on the completion of their work or any other notification criteria.
Collect operational data that will tell you where the bottlenecks are, why your work is getting stuck and how you can implement changes to remove these bottlenecks.
And if you need further help, we can help you with a Fractional Business Process Engineer.
Have all your files, attachments and emails in a single place, associated with your accounts, contacts and job tickets. Search for any file or attachment by document type or document name and find it in seconds.
QUICK STATUS MEETINGS
Standardized the way you run status meetings by finding work that is not moving and assigning action items and task ownership without having to create notes in another application. Imagine getting your status meetings done in 5 minutes!