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