Business Management

Build your own
unique business management system

Our Workflow Management software will keep you in control. A system to manage the day to day progress and performance of your business, from quote creation through to invoices being paid.

Additionally our BMS includes Order Management & Stock Control; Financial Control and Business Intelligence Reporting.

To create a fully customised system choose from our range of additional modules. The end result will be a unique business management system which will increase your company’s efficiency.

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Workflow Management

 

  • All the functionality to enable Client Management and Workflow Management
  • Provides a single view of all client & contact information
  • Record activity & create to do lists
  • Outlook integration
  • Create quotes and manages fulfilment of orders
  • Track job from order through to
    invoicing
  • Seemless integration with Xero
  • Produce management
    reports.

This engine enables you to manage your orders & supply chain. One place to oversee your supplier’s details, orders placed, product delivery and stock control.

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Order Management

  • Manage supplier details in one place
  • Place electronic orders with your suppliers
  • Manage orders placed and track orders through to delivery
  • Stock management and updating
  • Issue purchase orders

 

Stay in control of all your purchase & sales transactions with our Finance Engine. Worx24 can directly interface to XERO providing seamless financial integration for your business.

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Financial
Control

  • Manage all purchase & sales transactions
  • Comprehensive search & edit facilities
  • Direct interface with Xero/Sage
  • Track payments and reconcile finances

 

Looking for the business information you need, in the format you want, at the time you chose? Business intelligence reporting will keep you fully informed on the performance of your business.

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Business Intelligence Reporting

    • Obtain the correct data in the format you need
    • Up to 20 bespoke reports can be created
    • Printed or on-screen graph & reports
    • Fully integrates with Excel
    • Uses functionality of MS Power BI
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Appointment Booking Module

  • Book appointments for your team members
  • Syncs with Outlook calendar on PC and mobile devices
  • Enables staff to have instant access to diary appointments.
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Time Sheet Module

  • Timesheet module for staff management
  • Can integrate into payroll
  • Optional app available for clocking in/out.
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Project Management Module

  • Takes data from existing jobs and integrates into a single Gantt chart
  • View different levels of the plan & resources allocated.
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Telephony Integration

  • Click-to-dial functionality from contacts and clients
  • Automated call logging to capture in coming and outgoing calls

Let’s get your business running
more efficiently.

Book your FREE demonstration today.