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. 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

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.

ACKNOWLEDGEMENT & COSTING

e-manage|ONE acknowledgements confirm vendor orders. Create multiple acknowledgements for a PO if there are multiple ship dates. This help you better track what actually shipped so you can receive the items in the receiving module to deliver/install what was received and if needed, apply the vendor invoice to the acknowledgement for the shipped items and invoice.

All vendor invoices associated are applied to the acknowledgement. By doing this e-manage|ONE automatically tracks PO’s that have not been fully acknowledged by your vendor and Vendor invoices you have not received from your vendor. These features help to ensure that you are not missing anything from your order.

RECEIVING

Receive product that has been acknowledged. You can set the location of the items in one or multiple warehouses. You can print a receiver ticket for warehouse personal or use the web portal and receive items on a tablet or other mobile device. You can also receive product directly at the job site with the web portal.

Once product is received it moves from acknowledged to received so the sales person and other team members know what has arrived.

ORDER ENTRY

At e-manage|ONE, we take data integrity seriously. That’s why everything you do within the platform is automatically saved to the record and cannot be deleted or modified. This includes documents, notes, appointments, workflow action items, phone messages, and services, among other items.

To help you stay on top of important information, you can set notes to pop up automatically when a record is opened. This ensures that everyone involved in the project is aware of any key information that needs to be acknowledged before proceeding.

E-MANAGE|ONE INSTALLATION SCHEDULING

Managing your installation schedule is a breeze with e-manage|ONE. Our calendar feature allows you to view your schedule in a traditional format or as a map, so you can easily visualize where your installations are located.

To schedule an installation, simply drag and drop orders from the queue onto the calendar. Installation events on the calendar are color-coded by type for easy viewing, and you can enter general instructions and assign internal resources, subcontractors, items to install, and assets. This means that scheduled orders automatically appear in the Installation Schedule, keeping your sales team and other team members up-to-date on what’s installing and when.

Items to install are pulled from purchase orders or acknowledgments and automatically generate a pick list that includes the location of the items to pull and the truck to load. A work order is also generated, which includes options to show project contacts, assign installers, define the scope of work, provide a general description, assign subcontractors, and include a punch list form and map showing the installation location.

PUNCH LIST MANAGEMENT

With e-manage|ONE’s mobile app for iOS and Android, creating punch lists in the field has never been easier. Simply take a picture and the punch list is generated immediately. An auto-generated Punch List Action Item is then sent to the office for prompt processing and documentation of the issue.

To ensure that urgent issues are addressed promptly, the project is marked as “Hot” and the reason for the punch list is noted. All punch lists are compiled into a list so that they are never lost. Additionally, an alert automatically pops up to notify the person opening the project of the punch list status and reason.

Once all punch list items have been completed, the Punch List status is removed, giving you confidence that all issues have been resolved.

PROJECT & INTERNAL COSTING

With e-manage|ONE Costing, you can achieve an unparalleled level of accuracy when it comes to job cost and final profit reporting for both individual orders and projects as a whole. Our system automatically factors in all vendor costs as they’re received, as well as any miscellaneous incidental costs. Plus, labor is applied automatically through our time clock feature.

Additionally, our platform takes care of compiling internal labor costs with no input required from the user. Whenever a window is opened, e-manage|ONE creates an internal time sheet for that user. The system pulls the user’s internal labor cost from their record in the e-manage|ONE Human Resources module, ensuring a seamless and accurate calculation process.