Portfolio

Create your very own project Portfolio just by taking pictures of your project when you are logged into the e-manage|ONE web portal from your mobile device. The pictures are automatically uploaded and saved to the project as Gallery Pictures which show up on the Portfolio Report and as a slideshow when viewed from the web portal. Add a description of the project and name the pictures.

A list of the manufactures on the project and the product types are generated based on the products used.

This is a great tool for sales people to use in the field while they are with potential clients.

Search for project portfolio’s quickly

ProjectPortfolio

 

View your Job History Map. Search within a radius of where you are standing and see every installation on a map with a link to the project and a link to the slide show which can be printed and email at that moment.

 

Job History Map

Related Videos

Grid Setup for Sales Forecasts

The following video will show you how to create a custom grid layout and save it. The example is using the Cashflow Management grid to create a Sales Forecast grouped by month.

Portfolio

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Create your very own project Portfolio just by taking pictures of your project when you are logged into the e-manage|ONE web portal from your mobile device.