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. Workflow Action Items are user defined tasks that need to be done in your company by a certain person(s) such as a request for a drawing to be done, an estimate, to invoice for a deposit, process an order, confirm vendor acknowledgements and so on.
Workflow Action Items are completely customizable. Create prerequisites for submission of an Action Item(s) and completion. This helps to streamline your processes and save money by not wasting time on incomplete requests.
Jobs costs are automatically calculated as Action Items are opened and closed. This provides you with an internal history and cost of your 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.
SCHEDULING: MAN POWER & ASSETS
e-manage|ONE Installation Schedule makes operations easy. The calendar can be viewed as a standard calendar or as map so you can visually see where your installations are.
Drag & drop orders onto the calendar from the queue. Installations events on the calendar are color coded by type for easy viewing. General instructions can be entered. Assign internal resources, subcontractors, items to install and assets. Schedule orders automatically show up in the Schedule for Installation so sales people and other team members know what is installing and when.
Items to install come from PO’s or acknowledgements and when added create a pick list with the location of the items to pull and the truck to load. A work order is generated with the options to show, project contacts, installer(s) assigned, scope of work, the general description, subcontractors assigned, punch list form and map showing the installation location.
Punch lists are noted when receiving product in the warehouse and/or at the job site. Marking the project as Hot and noting the reason puts the project into the Hot Jobs list so they are not lost. An alert automatically pops up alerting the person opening the project to the Hot Job status and reason. Once the punch list is complete the Hot Job status is removed.
A punch list can be created in the field using the web portal. A picture can be attached to the project and a punch list action item created immediately which pops up on the computer(s) of the person(s) responsible. The punch list action item is automatically type to the project and cannot be ignored, deleted or modified.