The Management Portal
One Central Hub to Manage your Business from Anywhere in the World
Cloud based, Secure and Everything in One Place.
The Management Portal is the centre of your business operations and being cloud based,
you can access from anywhere.
No more worrying about monitoring servers, downloading software, managing old versions or data loss. Everything backed up and accessible from anywhere in the world, any time.
Trusted by state and federal government agencies and many of the world’s largest corporations, we take data security very seriously. High speed global architecture with additional Secure National Restricted Data Hosting (NRDH) also available in Australia, Brazil, Canada, China, Germany, Hong Kong, India, Japan, Netherlands, Singapore, United Kingdom and United States.
Everything Archived and Safe
No more archive boxes, storage cabinets or paper folders. Now your forms, documents, uploads and job files are all in one central location to search and view with ease. Everthing to hand in seconds and all beautifully backed up.
Your Data is Your Data
Let there be no doubt, your data is your data – period. We value your security and the security of your data as the highest priority. You can also export your PDF and CSV data files at any time and store them separately if you choose – it’s your data.
The Management Portal contains your Form Management module. Build your own forms, view and edit existing forms, monitor form usage and history and setup form workflows all from your portal.
Schedule, Dispatch and Monitor in real time the status of all of your jobs. The Management Portal includes the complete Job Management solution and as a cloud service, you can adjust schedules and track from anywhere in the world.
Setup new users in seconds with customisable User Groups to separate your team into their different groups. Assign different permissions to different Users and User Groups to control visibility, access and options to the different modules.
The CSV reporting tool enables you to quickly and easily generate reports on any field in any form in seconds with no programming knowledge. Suddenly every question to every form is available to report on and if you build a report that you think you will use again, simply save it as a template to save even more time.
Just Forms OR a Complete Business Solution
You can just use the forms for your business or you can benefit from all the other included business solutions.
CRM Client Database
All of your customer information in one place. Contact details, Forms, Jobs, Documents, Safety, Tasks, Communications, Quotes and Invoices all securely stored and always with you.
Fully integrated, paperless Safety First solutions ranging from simple safety checklists through to complete Safe Work Method Statements and Risk Assessments customised to suit you.
Scheduler & Job Management
Powerful, drag and drop scheduler to manage one off and recurring jobs. Smart notifications, reminders and status updates help keep you and your clients always up to date.
Quotes, Invoices & Expenses
Creates Quotes in seconds and convert to Job or Invoice. Automated Assistants will chase Quotes and Overdue Invoices for you, Card Payment and awesome integration with Xero and Quickbooks.
Manage all of your documents in one place. The perfect tool for Safety, Licences, Data Sheets and so much more with custom folders and automated expiry notification.
Lead Sales Pipeline & Tasks
Maximise every sales lead or enquiry with automated follow up and integrated pipeline. Create and assign tasks manually or by automated workflows.