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Customer Records -
track contact info, addresses, transactions, contracts,
files and key data points in a robust customer
relationship system. |
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Personnel -
track contact info, documentation, education, training, time
utilized in workflow activities, set fee schedules for work
performed, engage labor agreements, as well as integrate with
payroll process & approve & redeem work related expenses. |
| Contractors -
join sub contractors to
work in the same system; track, approve, and log contractor
work, billings, and resource utilization in system workflow
features. |
| Materials -
record & manage materials used in project activities, track
units used, pricing and costs. Create & Track agreements with
suppliers, and many more tools to manage supplies in business
processes. |
| Equipment –
track utilization, pricing, scheduled maintenance,
assignment of equipment as assets to company entities for
valuation purposes, execute bill of sales, leasing of equipment
t, track documentation and expenses. |
| Real Asset -
facilitate data management of real assets, intellectual property or
other special assets sold, acquired or developed in the
transactional systems.
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| Property –
manage real property including its development activities in
project actions, rents via leasing system, sales events, revenue
valuation, ownership, and maintenance activities. Integrated
billing system, contract tools and task management provide the
tools needed to own and operate property seamlessly as a web and
mobile based solution. |
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Business Entity Records -
create & manage Business Entities as record types. Ownership
units can be purchased via investment builder system. Manage
business entity legal operations including corporate documents,
ownership meetings, billings, and assign to system workflows for
seamless tracking & review of all company interactions in
business workflows. |
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Service Entity Records -
for assigning costs of expenses to service entities as
part of a case or workflow. |
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Record Typing Tools –
define types & categories for resource & record types to arrange
client, asset, material & equipment property, contractor and
owner types to suite your organization's needs. |
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