Productivity
Create intervention records to track interventions that are to be done or are already done. Attach your intervention to a project if you want to have your intervention visible in the 360 degree view of projects.
Use any predefined products or
services to fill your intervention
records quickly, or provide specific descriptions.
Link your interventions
with events on agenda,
projects, orders, etc...
Convert your interventions
into commercial proposals
or invoices according to
your desired workflow.
Projects, Tasks, Interventions & Agenda.
Projects and tasks are useful to follow leads, opportunities, projects or timesheets. Track also how much your projects can bring back to your company, and their profit or cost...
An embedded Agenda like any common calendar enhanced with features dedicated to your ERP and CRM (links to your customers, employees, projects, invoices, ...)...
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