Team and Work Management

    The Solution for the Management of Work Team Activities at Construction Sites or Intervention Sites, for Companies involved in Maintenance activities.

    The Solution is based on the use of Zoho Applications already customized by us and integrated with each other. 

    Ready-made, but further customizable over time according to one's needs.

    Learn about the Components and Functions.

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    Inspections

    Planning Interventions and Teams

    Compliance & GDPR

    Quotes

    Orders of Service

    Orders

    Construction Sites Report

    Solution based on customization of Zoho Applications

    The Solution was developed through customization of Zoho CRM, carried out in such a way as to make these applications suitable for the most common needs of Italian companies.

    The Solution is further customizable by the Customer, after training (1 hour included in the price of the FAST version)

    With the EVOLUTION version-which includes a Custom Pack of Customizations-further customizations will be implemented by us, based on the Client's Requirements. 

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    Application Components of the Solution:

    Zoho CRM
    customized

    Zoho Analytics

    Solution Available in 2 Versions:

    FAST

    Ready-made, but further customizable by the Client.

    1 Hour of Training on customizations included in the Price.

    EVOLUTION

    With already included a package of further customizations (on Customer Requirements):

    Custom Pack 

    Functional Components of the Team and Job Management Solution

    Inspections

    What is included in the Survey Module of the Solution we have already customized:

    Integrated survey development with Customers and Contacts in CRM

    Estimating Interventions, Materials and Prices

    Forecast Days, Human Resources and Means.

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    Quotes

    What is included in the Quote Form of the Solution we have already customized:

    Conversion Inspection to Estimate

    Generating Quote in Graphical Format with Preset Template

    Send Quote from CRM with Response Tracking

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    Orders

    What is included in the Order Form of the Solution we have already customized:

    Conversion of Estimate to Order

    Order generation in graphical format with preset Template

    Sending Order from CRM with Response Tracking

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    Planning Interventions and Teams

    What is included in the Planning Interventions and Teams Module of the Solution we have already customized:

    Scheduling of Interventions by Type

    Planning of Materials and Means Employed

    Scheduling of Intervention Days and Personnel Employed.

    Calculation of Job Costs

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    Orders of Service

    What is included in the Service Order Form of the Solution we have already customized:

    Automatic Generation Based on Intervention and Teams Planning

    Daily Service Orders

    Automatic Entry into the Team Leader's Agenda.

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    Construction Sites Report

    What is included in the Yards Report of the Solution we have already customized:

    Compilation from Mobile

    Loading Actual Product Quantities and Staff Hours

    Work Status Management and Approval

    Profit and Loss Account

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    Compliance & GDPR

    The Solution complies with GDPR and Security Regulatory Compliance by:

    Registration Consent Privacy Policy

    Opt Out Management

    Time management parametric updating of consent data

    Mapping and Encryption Personal Data

    Access Tracking

    Login with 2FA

    Audit Log

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    CUSTOMERS