An all-in-one solution for managing subcontractors,
clients, and team members.For clients and sub-contractors
Increase RevenueWin business from competitors by presenting a proven, professional management system to prospects. |
Speed up Invoicing and Get Paid FasterRequests are tracked more seamlessly so you can bill clients and get paid faster. |
Automate manual tasks reduce Operational Costs by 30%.Create rules and automations that get rid of administrative tasks, saving you time and money. |
Increase Trust, Transparency and Accountability with ClientsBoth you and your clients have a complete view and understanding of all projects, from request through fulfillment through billing. |
Real-time Insights for a 360 View of BusinessCapture and access data for all current or past projects. Build interactive charts and visualizations that inform you of potential opportunities. |
Discover and Vet New Sub-ContractorsBuild a marketplace to attract, manage and pay sub-contractors |
Give them effecient tool to solve problems faster
Maintain a constant line of direct communication to your clients
Clients will be notified with easy to approve and reject proposals that are sent out and updated in real time.
Clients will be notified on invoices and given access to an easy to use, secure payment processor.
Clients have access to an agreement profile containing description with the scope of the agreement as well as all their past and scheduled work orders, and an invoice list.
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Clients can view a list of all their sites then drill down to each site to view work order history, site instructions, and any equipment inventory that was captured from the field. Site and equipment filtering make it easy for clients to query the data they need for specific reporting purposes. Any equipment captured from the field will contain all necessary equipment attributes, photos, and inspections for clients to make better capital decisions without being onsite
NFC tags connect mechanical equipment to the digital world to deliver equipment-specific data, supportive content, expertise and training (Equipment Intelligence) to the field service workforce optimizing inspection, testing, maintenance & repair services.
Give them effecient tool to solve problems faster
The agreement module allows you to manage the scope of work defined by you and your client on a per site basis, across multiple sites for all the services you offer. The service frequency is defined in the agreement which auto-generates and dispatches work orders to vendors associated to those client sites. The agreements allow you to associate different vendors you approved to perform those services at the different vendor rates.
Maintain a constant line of direct communication to your clients.
Managing your service delivery through a work order management platform is integral for all other business units to function seamlessly. Both scheduled and non-scheduled services for all your client sites are managed more efficiently ensuring SLA’s are being met, vendors are performing services as required, and administrative tasks are greatly reduced. The work order management platform will be able to create, schedule, dispatch, and manage work orders for your vendors and internal field crew
Your managed field crew will have the same mobile application as the vendors. Just like the vendor mobile application it’s designed to be user friendly and intuitive to eliminate any unnecessary field training. Your managed field crew will be able view all the work orders dispatched to them, view the work order details, check in/out via GPS, capture their field activities such as; service tasks provided, photos, and notes. Your mobile application will live in the Apple App and Google Play stores for easy distribution to your subs.
Financial and operational decisions will be much easier with our real-time Sisense reporting integration. The Sisense data and analytics platform dramatically accelerates the time it takes to build, embed, and deploy intelligent analytic apps that unleash user creativity and engagement. Whether it’s interactive dashboards, self-service analytics, or white-labeled BI apps, Sisense delivers the industry’s lowest TCO at scale, all on a hybrid-cloud platform designed to leverage all of your data together — no matter where it is.
Create and manage purchase orders for vendors to bill against per service or work order.
Create and manage all invoices for each of your clients per site or per agreement. Manage, review, and edit vendor-generated invoices to then pass onto your clients for payment. Manage variable labor rates per client, per site, and/or client regions.
Create and manage all proposals and estimates for each of your clients per site. Manage and edit vendor-generated proposals to quickly review then pass onto your clients for approval. Manage variable labor rates per client, per site, and/or client regions.
You can manage your vendors from your portal. You have the ability to invite them to the platform for self on-boarding through a 90 second process with video support. Core Advanced Analytics provides you with insights on your Vendor Network. Out of the box dashboards and widgets will provide immediate value to your day to day vendor management operation.
Give them effecient tool to solve problems faster
Sub-Contractors can manage their own company profile, service areas, documents and information that are required by your team. Compliance monitoring informs the vendor when documents and information such as; COI’s, W9’s, Licenses, Certifications, Service areas that are required and missing and/or expired.
Can view detailed work order information, explore locations on a map view to drill in further to the work order status and field captured activity all in real-time. View all the work order details, site level instructions, NTE’s, work order status, and field captured activity in real-time.
The mobile software application is designed to capture the true time/attendance and field activities from your vendor network. We designed the mobile application to be user friendly and intuitive to eliminate any unnecessary field training. Your vendors will be able view all the work orders dispatched to their company, view the work order details, check in/out via GPS, capture their field activities such as: service tasks provided, photos, and notes. Your mobile application will live in the Apple App and Google Play stores for easy distribution to your subs.Some additional mobile applications features include;
Our process
To the platforms that you, your clients and your sub-contractors Already Use
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