With over 20 years’ experience in software design and implementation, we pride ourselves in creating solutions in Zoho using API’s, Custom Functions and Widgets. We have developed 10 exclusive implementation steps, designed to help you decide what your business needs. Contact us for more information or to be kept updated on new Zoho Developments.
STEP 5A - PROJECT MANAGEMENT SCHEDULING
Our exclusive integration to Zoho Projects from CRM, means you leverage the benefits of Zohos native Project functionality including Gantt Charts, Utilisation Reports and Timesheets. If you schedule work for your team using the requirements of the Estimate, then our exclusive Create Project Tasks widget will automate this process for you. You can select the line items from your estimate to build your schedule without any data duplication. From CRM, you can allocate the resources, update the status and the priority making your scheduling quick and easy. As projects evolve and new tasks are often added during the project stage, we have created another widget called ‘Match Project Tasks to BOQ Items’. This widget identifies new Tasks and Tickets in your schedule, giving you easy tools to map the new Tasks/Tickets to your BOQ Estimate line items, so you can see exactly how much work has been assigned, to complete the work from your estimate.
STEP 5C - Advanced Scheduling for Field Service Industry
A new widget is being developed by SOS Consulting to manage a schedule for the field service industry. This widget will leverage Zoho Projects but provide an easy to use Interface in CRM to schedule resources based on the skill sets required for the task, the compliance requirements of the task and assets required to complete the work. The schedule will automatically update Zoho Projects via our exclusive Project Task and Timesheet API, which integrates via Creator. This means field staff can use Creator or Zoho Projects to view and update their tasks and timesheets.