EXCLUSIVE INSIGHTS

Enquiry Tracker Management

Our exclusive Tracker management process is now available from the Enquiry module to support sales processes, such as preliminary questionnaires, scopes, specifications and assessment forms. Using Zoho Forms you can capture questions, checklists and images. Once completed the form can sync back to CRM and with our exclusive functions, automatically link the tracker to the relevant Enquiry and / or Job.

Features

  • Tracker module for linking trackers to jobs, to help you manage checklists, quality assurance and compliance.
  • Create a tracker from the Job Items Update Widget V4.
  • Sync trackers to Zoho Projects as tickets.
  • Send emails to users, customers or contractors with URL links to tracker forms.
  • Integrate completed trackers from Zoho Forms to CRM and automatically have the job linked.

TOOLBOX VIDEO

Our Toolbox videos are fun and engaging, they will demonstrate software challenges faced by everyday customers. Watch them and see if your business can relate to the business processes and learn how we deliver solutions to the problems.

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FEATURED IMAGES

When we create a software solution, our team take great care to make the process smooth, simple and smart.
Here are a couple of images to showcase this exclusive insight.




STEP BY STEP

Every step of software implementation relates to a process. We specialise in understanding each step a business needs and the processes required to deliver a smooth, simple and smart software solution. Today we have over 90 custom solutions designed to support many industries and businesses.

Find out more

Reach out to our team if you would like to learn more about this process or other exclusive solutions.

CONTACT US

Every step of software implementation relates to a process. We specialise in understanding each step a business needs and the processes required to deliver a smooth, simple and smart software solution. Today we have over 90 custom solutions designed to support many industries and businesses.