All reminders and tasks fall into your work queue and are one click away from the client record. Tasks can be automatically set based on stages in the work flow – easy.
Diaries can be personalised to track resources like engineers, jobs, training courses as well as people or services for all to see. Requests for authorisation are easy to operate and process.
In a nutshell…
Tasks can be automated and even default calendar requests sent to customers based on your rules, why waste time if you can automate!
You can also add or allocate tasks for members of your team so that it falls into their work ques to be actioned.
We stand behind what we do, simply tell us the key aspects of what you need and we will guarantee that if you are not satisfied we will give you your money back. Ultimately we are confident that we will make what you want work, simple!