Dashboard – Centralized work and information area (Instantly updated)
Provides the following Alerts (user definable):
- Any installer having too many labor packets not turned in
- Any installer having a labor packet longer than a certain # days
- Any window(s) that were order that were not confirmed
- Any window(s) that were not received on the day they were suppose to arrive
- Drivers License that has expired or is going to expire
- Insurance & Workers Comp. that has expired or is going to expire
- Warn when window(s) in your warehouse have gone past 1 week or 2 weeks
TO-DO list provides process and time management for office staff
Prioritized to-do list with the most important to the least in order forces most important work to be done first
Owner can track the progress of what is happening in the office (real time) – nothing missed or forgotten!
It will remind you to order, receive, schedule, confirm, etc. Saves you time with single click printing from dashboard.
Provides the following Statistical (HEARTBEAT) Information about your company with drill down reports (UPDATED INSTANTLY):
- # Windows sold WTD, MTD, YTD – 2 year comparison
- Closing Percentage (%) WTD, MTD, YTD – 2 year comparison
- Price / Window WTD, MTD, YTD – 2 year comparison
- # windows / contract WTD, MTD, YTD – 2 year comparison
- Total Number of leads received WTD, MTD, YTD – 2 year comparison
- # windows installed WTD, MTD, YTD – 2 year comparison
- Sales volume for WTD, MTD, YTD – 2 year comparison
