e-manage

Does your company look something like this? So many different
people with so many different skill levels, aptitudes, personalities
and ways of communicating? e-manage unifies your people, documents, processes, communication and functions under one software eliminating double entry in multiple systems and bringing every aspect of your company into plain view.Accountabiliy is key with such diverse styles of management in specialized departments.
e-manage tracks every step of your business process and allows you to analyze the effectiveness of your pocesses and policies. Evaluate individuals or groups of people in the form of Action Items, to quickly spot bottlenecks in your process or staffing.

e-manage allows you to track unlimited Marketing Campaigns both free and paid for a true cost per lead. Extensive analysis tools give you the information to make agile marketing deisions based on past successes or failures.
e-manage prospecing tool is Integrated with Yahoo! Search allowing salespeople to find potential customers and automatically enter them into e-manage without typing, avoiding costly data entry errors. Customers and leads are enetered one time for use throughout every module.
Automated mail merge and bulk e-mail using Microsoft Word or Microsoft Outlook along with easy to use queries help you market new products and services to the right contacts anytime.

Easy to use opportunity tracking automatically builds projection reports.
Public Bid / Competitor Tracking helps your business stay competitive by compiling historical win/loss data.
Customizable imports from Excel, .sif, Configura, auto-calculating parts, extensive discounting options, and customizable Crystal Reports make one-click quoting a reality for your salespeople.
Automatic PO generation based on the quote(s) chosen by your customer.
QuickBooks^TM Integerated – All Deposits, Payables and Receivables are pushed to QuickBooks 2009 or above with one click.
Extensive analysis tools give your company the agility to make important decisions on the fly based on historical data.

e-manage customizable workflow (known as action items) allows you to create your unique business process per project type and pre-assign each task to groups of users that will be responsible for completing the tasks.
Customizable pre-requisites are assigned to each task as necessary, giving the user submitting a checklist of items required to submit and action item for processing.
Customizable completion tasks are assigned to each action item, giving the user(s) checking out and working on the task a checklist of items required to mark as completed.
Percent complete, expected completion dates, turn around time, and internal project cost (HR integrated) round out the module.
Extensive analysis illuminates bottlenecks by department, group, user, or workflow proces item at will.

Do you install and / or service what you sell?
e-manage comes complete with not only the best and most effective installation calendar, but a full service module with serviceable items, service agreements (extended warranty), preventative maintenance scheduling and service tickets.
Up to 30 calendars can be dynamically configured with color coding for each scheduled item by type or division.
Service Agreement Profit and Loss statements track the profitability of your service department individually or as a whole.
Automated invoice creation by billing cycle allows you to determine how service agreements are billed.
Our mobile web portal allows your service technicians to create and update service tickets from their smart phone or tablet.

e-manage Human Resources module tracks unlimited employees including PTO and sick days, performance reviews, pay rates – including prevailing wage, emergency contacts and HR Documents.
Use the Actual Cost Per Hour rate to calculate job cost for installers and service technicians, and costing for sales and office support personnel against projects and jobs as internal project cost.
Pre-installed export formats for ADP and Paychex Software.
QuickBooks 2009 and above Payroll Integration.
Barcode payroll module for remote clocking in and out.
Teletrac integrated for vehicle clock-in / out.

Don’t be fooled by other software promising you document management and giving you a place to store shortcuts to documents that are easily broken. With e-manage Document Management your documents are stored inside of the database and attached to the record they are associated with for easy, no hassle access anywhere in the world.
With the robust revisioning system, users can modify documents while keeping every revision and the accountability that comes along with not editing the original document.
Documents can easily be sent via e-mail directly from within e-manage and the e-mail automatically saved to e-manage with the Microsoft Outlook integration.
“My Company Documents” feature allows you to store all company wide documents in a virtual network drive for access from anywhere.

Already use QuickBooks^TM? It is the most popular accounting software in the world and is the standard for accountants everywhere.
We integrate your project and service income and expenses, customer deposits, and payroll (or use ADP or Paychex integrations) completely and with absolutely no double entry.
Run multiple companies in e-manage with separate QuickBooks^TM company files with our auto-switching corporate divisions.
“Push” information to QuickBooks^TM from any computer, anywhere with our Remote Data Service Integration without having QuickBooks^TM installed on the remote computer