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| Work orders from the field can allow your field technicians to invoice customers on-site. The field invoicing feature doubles as a field quote, but also a document that can be fed directly to Intacct for AR transactions. |
If a project went south and you needed to look up all job content, how many different places would you have to look? The portal's most powerful feature is the ability to create an organizational structure for company files and processes. With the job and project document group, you can create a complete job file by simply building processes inside the portal and sitting back. All job documents are created in a channel organized by process and chronological order.
The expense report widget allows for mobile and web submission of GL and job coding reimbursable expenses. These expenses can be sent through a workflow
Do you have training videos that you want your employees to review and answer questions? Maybe even sign an acknowledgment that they have reviewed the
Documenting field events and activity is a great way to create confirmations of safety protocols being followed. In the field note with the GPS widget,
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