• Administration

    Track key business information, analyze personnel & processes…

KEEP A PULSE ON YOUR BUSINESS WITH DETAILED ANALYTICS

Administration

Managing your business is easier when you have everything in one system.

Features such as Document Management, Human Resource, Automated Job Costing, Custom Query Analysis and Seamless Integration with QuickBooks makes it easier to run and manage your business.

Run Hundreds of Standards Reports

e-manage|ONE has hundreds of standard reports as part of its software package. When a report is in e-manage|ONE, you can immediately email it and automatically save the email with the attached report directly to the project for a complete history. Reports are saved by default to PDF but can be downloaded to your hard drive as MS Word or Excel files.

Built-in Custom Report Designer

e-manage|ONE has Telerik’s custom report designer built-in to give your business the power to modify any of our standard reports and use them as alternates or create your very own custom reports and use them within e-manage|ONE. There is no need to create third party reports which are run externally. You can assign security right s to your custom reports using the e-manage|ONE user’s rights profile configurator in the e-manage|ONE Administrator.

Dashboard Graphs

The e-manage | ONE Graphical Analysis Module gives you all the information to develop your business strategy. It comes with over 80 pre-build graphs and if that is not enough, it is totally customizable, and we will help you build any visual data you need.

We have introduced a variety of graphical dashboards, grids, and reports that are standard to help you better track and manage your business. The included dashboards can be customized on your own to your liking or you can create brand new dashboards from scratch with the included Graph Configuration Tool. You can also categorize graphs to be organized how you want them. Graphs can be set by default to include comparison graphs to see side by side detailed information.

Custom Query Builder

Besides all the standard reports and the custom report designer in e-manage|ONE you can also create your own custom queries which load in a grid for real-time viewing. Grids layouts can be modified and saved with security as favorites and can be exported to Excel.

Service Department Module

Companies that provide service to their customers can use e-manage|ONE to manage all their service tickets, warranties, and preventative maintenance agreements. Schedule service on the service calendar which is independent from the personal and installation calendar.

Easily manage service agreements expiring and create preventative maintenance schedules.

Detailed Job Costing

e-manage|ONE gives you the most accurate Job Costing with automated functionality which does not require any interaction.  Costs are compiled from the very beginning at the business development stage through the opportunity to the project completion.

e-manage|ONE tracks all your user activity on a project with no user input. Actual employee costs are compiled using the employee’s actual cost from the e-manage|ONE Employee Manager located in the Human Resource Module.

Human Resource

The e-manage|ONE Human Resource module helps you keep track of employee information, and contains the necessary information for things such as Job Costing. Included features such as an employee manager, time clock, employee reviews, time clock map, overtime approval, logging sick, PTO & holidays, payroll reporting and more.

The Employee Manager contains all the general employee information such as pay rates, notes, emergency contacts, issued assets, employment-related documents, start date, manager & corporate division settings and much more.

Document Management

Document management is a major part of e-manage|ONE and a extremely powerful feature of the program. All documents (emails, CAD files, MS Documents, PFD’s, Pricing files, etc…) are save to a record in e-manage|ONE. There are documents for projects, Companies, Contacts, Service tickets and more. Documents cannot be delete but can be set as current at not current so your integrity of your history is maintained. The document previewer allows you to preview the document without the need to open it. Versions of edited documents are automatically saved so you can revert to the previous versions if necessary.

e-manage|ONE also has a fill server built into it so you can access company documents from anywhere you have internet access inside of e-manage|ONE. Every user has Temporary documents which is a place documents can be loaded that are not part of a record and can be shared with other users and attached to a record at a later date.

QuickBooks Integration

Even though 90% of the accounting is done in e-manage|ONE we have made a decision to integrate with the largest, most popular and easiest accounting system. The accounting process should not be complicated and it should not be difficult to find people for your accounting needs. Because of QuickBooks size and popularity, it makes it easier to find people with experience on that platform. QuickBooks is continually improving and updating its accounting functionality.

The e-manage|ONE integration is seamless and because e-manage|ONE is also separate it allows you to do things a typical accounting system wouldn’t. All deposits, receivables, payables and payments process directly into QuickBooks as well does payroll and commissions if you use QuickBooks Payroll.

You can manage multiple companies in e-manage|ONE, sharing resources that e-manage|ONE will process automatically to the appropriate QuickBooks company file.

Help Desk

e-manage|ONE has a Help Desk module built-in for companies to manage internal & external help requests from employees and customers. Create a help desk incident from an employee contact, company or on a project and set the incident type, level, status, priority follow up type, date and what it is regarding.

Create knowledgebase articles and service tickets at the time the incident is created. You can also attach documents, create notes schedule appointments and more per incident so you have a complete history and at it is easily tracked.

Support Center

The Support Center is all open help desk incidences and where you can search the knowledge base and build new knowledgebase articles for others on your team. The Support Center lists all your open help desk incidences and all-new help desk incidences. The knowledgebase search also has an advanced search integrated with google. Knowledgebase articles include article types for grouping, a summary, symptoms, causes, workarounds, and the resolution. Related articles can be attached as well as documents and webpage links. All articles have approval and any new article shows up in the employees Support Center if they have not read it yet.

Asset Manager

Keep track of all company assets by Corporate Division, Asset Division and Asset Type. Assets can be issued to employees, companies, and projects. Issued assets contact the issued quantity, issued date, due back date, the condition and a note in and a note out. When adding an asset to the Asset Manager you can list all pertinent information such as the manufacture, make, model, serial number, purchase date & price, if there was an extended warranty purchased, the date and the length and last service date, service intervals and next service date.

Truck asset types are available on the installation calendar to assign a trick for installation and for the picking/loading of delivery items.

Job History, Installation & Installer Maps

There are three extremely useful maps in e-manage|ONE for a quick visual indicator on google maps of every completed project, where the installations are being installed for today, this week and next week and where each employee  clocked in for work, lunch and clocked out and their distance in relation to the job site they were clocked into.

You can use the Job History map via the e-manage|ONE web portal in the field on any device to view installations nearby. You can also use it as a prospecting tool as our pool company clients do to see every home that has a pool nearby when they use the satellite map view.

Route Planner

Create & save custom routes to be used by service personnel, salespeople or installations. The Route Planner uses Google Maps or MapQuest. Save routes can be made public for other uses and route can be printed or sent as an email link. The interface allows you to drag and drop contacts, installations, appointments and service tickets for easy creation.

e-manage|ONE Administrator

The e-manage|ONE Administrator is the control center for e-manage|ONE. create users using the wizard and assign user rights to profiles such as salespeople, admin, etc…, create commission plans and assign them, manage all e-manage|ONE dropdown lists throughout the program, create and manage workflow action items and more. Set rights to users to access the Administrator program and set what they can access.

The e-manage|ONE Administrator allows you to integrate new employees quickly and disable user access to terminated employees with one click. In standard real-time reports for up to date information or create custom queries and save them for future access.