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The customer setup widget allows companies to set up automated customer setup. Companies can also set up onboarding checklist workflows to update Intacct automatically.
Customer onboarding can be tedious and disjointed with multiple management systems for helpdesk, accounting, project management, and time collection. In the portal, all of these systems are rolled into one location with integrations to Intacct, allowing for simplification, centralization of process flow, and the full circle lifecycle of the customer.
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,
The existing deficiencies form is designed to document the state of a location prior to work being done, or document that a previously reported QAQC
See something say something is a company strategy to allow anyone in the company to document safety or quality issues that can negatively impact a
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