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Business Management

Build your own unique business management system

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Our Workflow Management software will keep you in control. A system to

manage the day to day progress and performance of your business, from

quote creation through to invoices being paid.

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Additionally our BMS includes Order Management & Stock Control; Financial Control and Business Intelligence Reporting.

 

To create a fully customised system choose from our range of additional modules. The end result will be a unique business management system which will increase your company’s efficiency.

  • All the functionality to enable Client Management and Workflow Management

  • Provides a single view of all client & contact information

  • Record activity & create to do lists

  • Outlook integration

  • Create quotes and manages fulfilment of orders

  • Track job from order through to
    invoicing

  • Seemless integration with Xero

  • Produce management
    reports.

This engine enables you to manage your orders & supply chain. One place to oversee your supplier’s details, orders placed, product delivery and stock control.

  • Manage supplier details in one place

  • Place electronic orders with your suppliers

  • Manage orders placed and track orders through to delivery

  • Stock management and updating

  • Issue purchase orders

Stay in control of all your purchase & sales transactions with our Finance Engine. Worx24 can directly interface to XERO providing seamless financial integration for your business.

  • Manage all purchase & sales transactions

  • Comprehensive search & edit facilities

  • Direct interface with Xero/Sage

  • Track payments and reconcile finances

Looking for the business information you need, in the format you want, at the time you chose? Business intelligence reporting will keep you fully informed on the performance of your business.

  • Obtain the correct data in the format you need

  • Up to 20 bespoke reports can be created

  • Printed or on-screen graph & reports

  • Fully integrates with Excel

  • Uses functionality of MS Power BI

  • Book appointments for your team members

  • Syncs with Outlook calendar on PC and mobile devices

  • Enables staff to have instant access to diary appointments.

  • Timesheet module for staff management

  • Can integrate into payroll

  • Optional app available for clocking in/out.

  • Click-to-dial functionality from contacts and clients

  • Automated call logging to capture in coming and outgoing calls

  • Takes data from existing jobs and integrates into a single Gantt chart

  • View different levels of the plan & resources allocated.

Let’s get your business running 
more efficiently.

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Book your FREE demonstration today.

contact us

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