The following features are available throughout our facility maintenance software, including mobile applications. Notes, Documents, Audit Trails and Maps enhance managing work orders and invoices by creating an efficient form of communication.
NotesNotes are an integral part of our technology solution. Our technology provides for notes to be obtained throughout all areas. Notes can be associated to a client, location, vendor or work order. They can be viewed, printed, emailed or faxed at any time without leaving your workstation.
Notes can also be generated from our vendor and client portals as well as our tablet based interface. Our solution can retain an unlimited number of notes and provide summary or detailed information regarding all types of notes entered into the system.
DocumentsDocuments are an essential part of our technology solution. Our technology provides for documents to be obtained throughout all areas.
Documents can be captured in the following ways throughout our solution:
Uploaded via vendor or client web portal
Emailed directly into our technology
Dragged and dropped into document forms
Uploaded via our tablet computing interface
Documents can be generic to a client, location, vendor or work order. Documents can be viewed, printed, emailed or faxed at any time without leaving your workstation. Our solution retains an unlimited number of documents.
Audit TrailsAudit trails represent changes made to the information contained within our system. Any time information has been altered by a user our "Audit Trail Spider" captures the date, time, user, old and new information and records it within an audit trail. Users cannot alter or delete any information contained in an audit table. Accountability is maintained and all users know who changed information, when it was changed, and what it was changed from.
Audit trail tables are maintained for the following information:
Client, Location, Vendor and Employee Master
Map LinksWhile looking at information contained within our system, simple click on the "Map" button and see a map of the information you are mapping. If "Map" is clicked while viewing a work order, our technology will map out the location being serviced and also display the location of all vendors assigned to that specific work order. When bundling multiple work orders, clicking on the "Map" button will display all locations being serviced along with the location of the vendor who is providing the service.
Maps are available from the following screens:
Vendor Prospect Master
Bundled Work Orders