Project Management & Control
Seamlessly combine all details related to project work in a single source – from milestones and tasks to change orders, documentation and sign-offs, and costing details – in one easy-to-use solution.
Automate billing to customers based on project, customer, and contract-level rules. Handle flat rate, T&M, warranty, and other projects side-by-side without manual work.
Automatically generate invoices to customers when projects or milestones are closed, and customize printed invoices to be formatted exactly the way you’d like and to include as much (or as little) data as you want.
Real-Time Reporting
Easily access real-time details of project and field service activities. Reports are always speedy to run and up to the second with accurate information.
Dispatchers can visualize their resources on a calendar and drag and drop them for seamless scheduling and rescheduling across multiple locations and jobsites.
And in the C-suite, your executive team can use simple, intuitive dashboards to get real-time insights to performance across projects, customers, departments, or the entire company.
Field Service
Easily manage service requests, schedule work, dispatch personnel, and track job status from a single, always up-to-date database that’s accessible from anywhere.
Leverage our time and attendance framework to easily record time, materials, mileage, and parts. Bill customers automatically based on predetermined, highly customizable rate structures.
Access real-time reporting on sales and profitability by customer, contract type, sales rep, assigned personnel, region, and many other parameters.
Mobile-ready… on any device!
Use our full system or lightweight mobile interface from any device with a built-in web browser – from off-the-shelf smartphones and tablets to ruggedized handheld computers designed specifically for field and warehouse operations.
Collect data directly from the jobsite, capturing GPS locations, customer signatures photos, and any necessary data.