Administration
Track KPIs, Analyze Personnel and Processes
HUNDREDS OF STANDARD REPORTS
- Comprehensive Reporting Capabilities with e-manage|ONE.
- Access hundreds of pre-built reports tailored to various business aspects.
- Effortlessly send reports via email to relevant recipients.
- Reports automatically saved to corresponding projects for easy organization and retrieval.
- Reports saved in PDF format by default, with the option to download in MS Word or Excel formats.
- Simplify report distribution, streamline project documentation, and access vital information easily.
CUSTOM REPORT DESIGNER
- Customize and Create Reports with e-manage|ONE’s Report Designer.
- Utilize Telerik’s custom report designer for modifying existing reports and creating new ones.
- Tailor standard reports to meet specific needs or create entirely new reports.
- Generate reports aligned perfectly with business requirements and preferences.
- Assign security rights to custom reports for data protection and control.
- Unlock the full potential of reporting capabilities with e-manage|ONE’s intuitive interface.
DASHBOARD METRICS
- Discover the Power of e-manageONE’s Dashboard Module and Designer.
- Access real-time analytics and key performance indicators (KPIs).
- Visual representations of business metrics in intuitive dashboards.
- Customize dashboards to meet specific needs with the dashboard designer.
- Monitor sales performance, project statuses, financial data, and more.
- Transform raw data into actionable insights for informed decision-making.
- Drive your business forward and unlock your true potential with e-manageONE’s dashboard capabilities.
CUSTOM QUERY BUILDER
- e-manage|ONE’s Custom Queries: Instant Data Insights and Flexible Viewing.
- Retrieve and analyze specific data in real-time with personalized parameters.
- Tailor queries to match your unique requirements.
- View results in a customizable grid format.
- Modify, save favorites, and export data to Excel.
- Gain instant insights and make informed decisions.
- Efficiently navigate and organize data with e-manage|ONE’s custom queries.
DETAILED JOB COSTING
- Accurate Job Costing and Automated User Activity Tracking with e-manage|ONE.
- Automate cost compilation from business development to project completion.
- Track user activity without manual input for comprehensive insights.
- Calculate actual employee costs using data from the Employee Manager module.
- Streamline processes, optimize resource allocation, and make data-driven decisions with e-manage|ONE’s automation
QUICKBOOKS INTEGRATION
- Seamless integration with QuickBooks for enhanced accounting capabilities.
- Deposits, receivables, payables, payments, payroll, and commissions transfer directly into QuickBooks.
- e-manage|ONE handles 90% of accounting tasks, while QuickBooks provides added benefits.
- QuickBooks’ popularity ensures access to experienced professionals for accounting needs.
- Efficiently manage multiple companies with shared resources processed to the appropriate QuickBooks file.
- Streamline financial operations and enhance accounting processes with e-manage|ONE and QuickBooks integration.
ASSET MANAGER
- Efficiently track and manage company assets with e-manage|ONE.
- Categorize assets by Corporate Division, Asset Division, and Asset Type.
- Easily issue assets to employees, companies, and projects, recording key details.
- Comprehensive asset information, including make, model, serial number, and purchase details.
- Specialized asset types like trucks can be assigned for installation and delivery.
- Simplify asset management, enhance accountability, and optimize resource allocation with e-manage|ONE.
Job History, Installation & Installer Maps
- There are three maps in e-manage|ONE: Google Maps of completed projects, installations scheduled, and operations employees.
- Job History map on the e-manage|ONE web portal for viewing nearby installations and prospecting.
- Pool company clients use the satellite map view to see homes with pools nearby for prospecting.
e-manage|ONE ADMINISTRATOR
- e-manage|ONE Administrator: Central control center for system management.
- User-friendly interface for easy user access and control management.
- Create and configure user accounts with specific rights profiles.
- Assign roles such as salespeople, admin, design, or operations for appropriate access.
- Manage commission plans for streamlined tracking and assignment.
- Customize drop-down lists to match business requirements.
- Simplify employee onboarding and offboarding processes.
- Ensure security and data integrity by disabling user access when needed.
- Experience efficient user management and system control with e-manage|ONE Administrator.
