Project & Order Management

On schedule. On budget.

WORKFLOW ACTION ITEMS

e-manage|ONE workflow facilitates setting policy within your organization from the day you go live.
No more lack of accountability.
Workflow Action Items cannot be deleted or ignored.
User-defined tasks in your company, assigned to specific individuals (e.g., drawing requests, estimate, invoicing, order processing).
Completely customizable Workflow Action Items.
Create prerequisites for submission and completion to streamline processes and save time and money.
Automatic calculation of job costs as Action Items are opened and closed.
Provides internal history and cost tracking of projects.

Purchase Orders are processed in Order Entry. Create purchase order per Vendor and by grouping to stagger order dates. Shipping addresses can be set to a default warehouse or manually inputted.
Print purchase orders and email them directly to vendors or use the automated xml order entry for vendors who accept xml. Purchase Orders are marked as ordered for confirmation.

e-manage|ONE acknowledgements and confirm vendor orders.
Multiple acknowledgements can be created for a PO with multiple ship dates.
Better tracking of shipped items and receiving in the receiving module.
Vendor invoices are applied to the acknowledgement.
Automatic tracking of POs not fully acknowledged by the vendor and outstanding vendor invoices.
Ensures nothing is missing from your order.

Receive a product that has been acknowledged
Set item location in one or multiple warehouses.
Print receiver tickets for warehouse personnel or use the web portal on a tablet or mobile device.
Receive products at the job site with the web portal.
Products move from acknowledged to received status after the reception.
Salesperson and team members notified of product arrival.

Automatic and secure data saving at e-manage|ONE, preventing deletions or modifications.
Data includes documents, notes, appointments, workflow action items, phone messages, services, and more.
Set notes to pop up automatically when a record is opened, ensuring key information acknowledgment.

Managing installation schedule made easy with e-manage|ONE.
View the schedule in traditional format or map view for easy visualization.
Schedule installations by dragging and dropping orders from the queue onto the calendar.
Color-coded installation events for easy viewing and tracking.
Enter instructions and assign resources, subcontractors, items, and assets.

Use e-manage|ONE’s mobile app for iOS and Android to create punch lists in the field.
Take a picture, and the punch list is immediately generated.
An auto-generated Punch List Action Item is sent to the office for processing and documentation.
Mark urgent issues as “Hot” and note the reason for the punch list.
All punch lists are compiled into a list to prevent loss.
An alert pops up to notify the project opener of the punch list status and reason.
Remove Punch List status once all items are completed for confidence in issue resolution.

e-manage|ONE Costing ensures unparalleled accuracy in job cost and final profit reporting.
Automatic inclusion of vendor costs and miscellaneous incidental costs.
Labor costs are applied automatically through the time clock feature.
Internal labor costs are compiled without user input.
Internal time sheet created for users when a window is opened.
The system pulls the user’s internal labor cost from the e-manage|ONE Human Resources module for accurate calculations.

e-manage|ONE ensures data integrity by automatically saving all actions to the record, preventing deletions or modifications.
Records include documents, notes, appointments, workflow action items, phone messages, services, and more.
Set notes to automatically pop up when a record is opened, ensuring key information acknowledgment by project stakeholders.