Employee Portal

• Browser based
• Runs in Sage CRM or standalone
• Field engineers and general staff can
  View and edit jobs
  Create new jobs or quotes
  Add notations, upload files, download files
  View custom fields
  View equipment or site history
  Check warranty
  Add parts/services

• Field engineers and general staff can
  Add Time entries
  Enter parts & serial/lot numbers
  Add PO’s / Requisitions
  Take signatures
  Read reports
  Complete jobs
  Raise invoices
  Print quotes, job cards/work orders

• List jobs the employee is assigned to
• Employee dashboard or management view

 

 

• Manage documents
• Full access to Document Entry

 

 

• Print
  Invoices and credit notes
  Quotations
  Work orders/job cards

 

 

• Signature
  E.g. customer approval of work

 

 

• File upload/download
  E.g. photos from field

 

 

• iPad /Android/Win Surface Tablet support
  Add Time Entries
  
  

 

• Sage CRM integration includes
  Opportunities (promote a quote to a job)
  Cases (promote a case to a job)
  Workflow