Project Management (Project, Audit, Invoice Management Solution) by Neilon

Highlights

• CUSTOMER ONBOARDING & JOB REQUEST MANAGEMENT Allows customers to create and manage job/audit requests Send quotations & auto reminders to customers Approve/reject requests & create jobs/audits for approved requests Notify on request status change
• PROJECT PLANNING, SCHEDULING & JOB SERVICE MANAGEMENT Simplify project management by quickly defining prepaid, EOM, chargeable, free, on-site, and off-site services, creating jobs/audits, and assigning resources to perform these services of jobs/audits
• JOB/AUDIT MANAGEMENT Create & manage jobs/audits for customers Send job/audit notifications to factory/customer View invoiced and uninvoiced services of jobs/audits Add job/audit notes Manage job/audit client categories Manage workers demographics
• RESOURCE MANAGEMENT & CALENDAR DASHBOARD Allow auditors to check their calendar Allow coordinators to check their auditors’ calendar Add calendar notes for users or user groups Staff unavailability management
• INVOICE MANAGEMENT (INVOICING, BILLING, COST TRACKING & CREDIT NOTES) Create, view, download & email invoices as PDF for completed or prepaid services Send automatic invoice reminders to the payee Record payments against invoices Multi-currency support
• PROJECT AUTOMATION & EMAIL INTEGRATION Auto email alerts to customer and coordination team on job request creation & approve/reject job quotation Auto populate service fees for jobs using pre-defined customer price plans Project automation using FLOWs
• ISSUES, CORRECTIVE ACTION PLANS & FEEDBACKS Create issues for jobs/audits Create corrective action plan for jobs/audits Write report feedbacks for jobs/audits
• CUSTOMER PRICE PLANS & JOB CLIENT CATEGORIES Create and manage customer price plans & job client categories View job notification histories View access logs of jobs, invoices, and companies
• 100% NATIVE SALESFORCE APP Built 100% on the Salesforce platform. Allows all the native Salesforce functionalities like triggers, validation rules, workflows, approvals, process builder, roles & profiles, custom fields, chatter, reports, and dashboards.