ActionFlow

Additional features

CRM (Customer Relationship Management) – Manage customer data and interactions in one place.

Quoting Module – Create real-time, accurate, and profitable quotes for projects.

Countertop Drawing Tool – Visualize and customize countertop layouts during the quoting phase.

Process Development & Automation – Automate repetitive tasks and streamline workflows.

Field Scheduling – Efficient routing and scheduling for installations, templates, etc.

Fabrication Scheduling – Plan and manage fabrication timelines and resources.

Mobile Application – Teams can access job info and schedules via a mobile app.

Paperless App – Enables job updates, contract viewing, and e-signatures without paperwork.

Cloud Data Storage – Access data securely from anywhere using Microsoft Azure cloud.

Inventory Management – Track inventory across jobs and simplify purchasing.

Barcoding System – Improve inventory traceability and accuracy through barcodes.

Reporting Tools – Generate insights through job, financial, and operational reports.

E-Signature Integration – Get customer approvals digitally within the app.

ActionPay Payment Processing – Accept and manage payments directly in the platform.

Job Tracking Dashboard – End-to-end visibility of job progress and task completion.

User Roles & Permissions – Assign access rights based on employee responsibilities.

Customizable Job Workflows – Build workflows tailored to your process.

Sales Management – Track leads, estimates, and sales conversion rates.

Customer Portal – Provide clients with project status updates and documents.

Dedicated Account Manager – Get a point-of-contact for support and training.