Community Module

The community system simplifies tracking information about the companies and persons you deal with.  See also Customers and the Debtor Card

People

  • Can be a lead, customer, supplier and employee 
  • Track Certifications, Licenses and SOP training completion by approved certifying agents with attached scanned documentation and expiry dates
  • Track assets assigned or owned and companies owned
  • Employees and contractors
    • Rosters and assignments for employees and contractors
    • Time sheets or time on jobs tracking
    • Track expenses and spending of company cash
    • Overhead recovery rates for management reporting
    • Can access the system via Roles

Companies

  • can be a lead, customer and supplier
  • Track Certifications and Licenses by approved certifying agents with attached scanned documentation and expiry dates
  • Track Assets assigned or owned and companies owned
  • Track multiple owners (with % ownership)
  • May have departments you deal with