Sales
- Sales opportunity management
- Marketing campaign tracking
- Sales funnel & forecast reporting
- Quote generation
- Sales order entry
- Lead management
- Mail & email merging
- Purchase history
- Support history
- Sales activity score carding
- Commission reporting
- Team selling
- Document management
- Org chart creation
- Relationship management
- Sales process management
- Sales team management
- Sales activity auditing
- Sales dashboards
Service Dispatch
- Equipment list management
- Service ticket management
- Resource scheduling
- Recurring inspection scheduling
- Flexible queue based call mgmt
- Dispatch management
- Skills based dispatching
- Dispatch zone management
- Time tracking & job costing
- Customer web portal
- Workorder management
- MSP integration
- SLA managefment
- Mapping integration
- Service alerts
- Helpdesk knowledge-base
- Billing automation
- Block time management
- Block amount management
- RMA tracking & management
- Service inventory management
- Service call workflow control
- Document management
- Maintenance contracts
- Email capture & call creation
- Email notifications
- Profitability tracking on calls
- Partner ticket tracking
- Service level entitlement
- Service dashboards
Project Management
- Time & billing entry
- Remote time entry
- Budget management
- Time reconciliation
- Schedule & task management
- Job costing
- Reminders
- Subcontract management
- WIP reporting
- Project checklist templates
- Project delivery templates
- Change order management
- Real-time profitability dashboard
- Task conflict management
- Task dependencies
- Project web-portal
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Financials
- General ledger
- A/R ledger
- A/P ledger
- Multi-tier chart of accounts
- Segments & sub-segments
- Standard & custom financials
- Multi-currency
- Multi-company
- Multiple budgets
- Billing automation
- Revenue recognition automation
- Deferred revenue automation
- Allocations
- Bank reconciliation
- Cash receipts
- Tax district management
- Print 1099 forms
- Reversing journal entries
- Recurring journal entries
- Accounting periods
- Credit card processing -optional
- Advanced project accounting
- Collections management
- Fixed asset automation
- Financial dashboards
- Financial ratio reporting
Accounts Payable
- Purchase history
- Purchase accrual
- Check printing
- Bill payments
- Back order management
- Approval routing & workflow
- Partial receipt tracking
- Receiving
- Accounts payable aging
Order Fulfillment
- Margin analysis
- Sales tax automation
- Partial shipments
- Available to promise
- Drop shipping
- Quoting
- Order routing & workflow
- Pick/pack/ship
- RMA management
- Sub-customer tracking
- Order history
- Order location tracking
- Sales & purchase order links
Inventory
- Valuation reports
- Physical count processing
- Unit of measure translation
- Master part numbers
- Part images & documents
- Item kits
- Multi-tiered pricing
- Audit trail for adjustments
- Replenishment warnings
- Multi-location warehousing
- Truck stock management
- Multiple units of measure
- Vendor tracking & ranking
- Bar-code scanning & printing
- Warranty management
- RMA tracking
- Mass price adjustments
- Vendor integration
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Reporting
- Real-time dashboards
- Real-time workflow diagrams
- Built in PDF converter
- Standard reports & admin
- Saves searches
- Report export options
- Spreadsheet* integration
- Email* integration
- Advanced analytics
- KPI reporting
- Ad hoc report writer
- Web publishing automation
Human Resources
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Time & attendance
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Labor burden rate management
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Certification tracking
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Skill acquisition tracking
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Asset/Articles tracking
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Emergency contacts
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Benefit tracking
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Schedules & paid leave management
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Review & feedback tracking
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Emergency contact tracking
General Setup
- Role definitions
- Extensive custom permissions
- Developers interface - open API
- Always on auditing
- Comprehensive online help
- Telephony* integration
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