Features

Core CRM Features

1. Customer Management
   • Contact Information Storage
   • Job History Tracking
   • Communication Logs
2. Quoting
   • Dynamic Quote Generation
   • Labor and Material Cost Estimation
3. Contract Creation & Management
   • Customizable Contract Templates
   • Version Control
   • Digital Signatures

Basic ERP Features

1. Billing & Invoicing
   • Automated Billing Cycles
   • Invoice Generation
   • Payment Tracking
2. Inventory Management
   • Real-time Material Tracking
   • Order Management

Advanced ERP Features

1. Financials
   • Expense Tracking
   • Revenue Reporting
2. Project Management
   • Task Assignments
   • Project Timelines
   • Progress Tracking

Employee Management

1. Time Tracking
   • Log Hours on Tasks/Projects
2. Punch Clock
   • Digital Clock-in/Clock-out
   • Geofencing
3. Scheduling
   • Shift Assignments
   • Availability Management
4. Payroll Integration
   • Wage Calculation
   • Automated Payments
5. Performance Metrics
   • KPI Tracking
6. Leave Management
   • Vacation and Sick Leave Tracking
7. Compliance
   • Labor Laws and Regulations

Client Interface

1. Client Portal
   • Project Status Viewing
   • Payment Processing
   • Communication