Features for the administration

Employee Creation
The user generates new employee profiles and can hand over the registration process to employees directly, including the upload of working documents. The employee then has access to relevant applications and is taken into account in "scheduling and dynamic resource planning".

Contract Management
In contract management, the individual contract template as well as the respective SLAs and T&Cs can be documented. During the contract period, it ensures compliance with the conditions stated in the contract. Agreed changes or additions are also documented at all times.

Portfolio Manager for Customers, Objects, Performance Data
All customer data and relevant information about their objects are managed in one place. Services performed can be tracked in real time. The current communication between the commercial client and your company can also be viewed at any time.

Subcontractor Management
Subcontractors are integrated into the digital process and evaluated. The portal allows the clear allocation of orders to third parties, including information on performance, price and quality levels, as well as real-time tracking of order execution and billing.

Billing & Payment
The integrated financial management tool considers the data from all previous functions and the respective process steps. Based on consistent data, creation of daily invoices and payrolls taking all events into account are possible.

Task & Price List Management
Service and order numbers can be managed and assigned, including the associated tasks and prices. It is also possible to add service specifications and prices to individual customers or individual offers and document them over time.

Document & Content Management (DMS), E-Signatures
Customer-specific content can be made accessible via a central interface. This includes the customized layout of documents with components such as: Company brand & logo, order, invoice, letterhead, bank details, electronic signature.

Analytics – Reporting & Forecasting
Enables the projection and prediction of sales and earnings per customer. It is based on historical performance data (annual performance, target/actual comparison of tasklist vs. actual performance, anticipated additional services). This enables cross-portfolio benchmarking: by comparing objects, customers, service managers, etc. Trend analysis and service employee estimates are also taken into account.