Admin Workflow

KNOW WHERE THE JOB IS

Sale | Track | Completed
Does your company have sales staff or production staff? Do you use separate systems to track your production workflow, your CRM (Customer Relationship Management) and sales opportunities? The Admin Workflow was designed and built to link these processes together in a simple yet effective online process. Allow your sales team to be in the field and submit and order to your production team and get started right away and track that job from sale to finished product.

Want to kick the tires?

Contact us and try out the demo and see if the Admin Workflow is right for you.

SALES

Prepare your pitch
Your sales staff will have a dynamic and responsive selling tool which is compatible with any mobile device so they can sell one their phone while going up in an elevator. Have access to their sales material to show the prospective leads; client tracking and reminders. Track the flow of work through the system and know where it is at any time.

PRODUCTION

On time, all the time
Job pool to check out and work on the jobs that are coming in; submit notes and send files back and forth between the sales person or job coordinator. Production notes and information are kept on every job so no matter whom is working on or viewing the jobs that history is there.

PRODUCTION

On time, all the time
Job pool to check out and work on the jobs that are coming in; submit notes and send files back and forth between the sales person or job coordinator. Production notes and information are kept on every job so no matter whom is working on or viewing the jobs that history is there.

BILLING

Check is in the mail
See all the jobs coming in and out of the system and enter them into your companies billing software to invoice your clients. Reports to monitor the flow of income and breakdown by sales staff and products. Attach your 3rd party invoices and job numbers for easy tracking.

MANAGERS

What is the status on that?
Track and manage any job that is in the workflow. Know where any job is at any given time and what has been done to that job saving your time and money. You only have so much time during the day so make the most of it not hunting down where a job is.

MANAGERS

What is the status on that?
Track and manage any job that is in the workflow. Know where any job is at any given time and what has been done to that job saving your time and money. You only have so much time during the day so make the most of it not hunting down where a job is.

REQUEST DEMO LOGIN & INFORMATION

  • Number of employees to use the service.
  • What are you key things you are looking for?