Community Module

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