Workflows to Manage your Processes
The perfect tool to manage any multi-stage compliance process in your business.
Simple Workflow Process Management
Manage any multi-stage compliance process. Perfect for Non-Compliance Management, Incident or Near Miss Reporting.
Use the drag and drop form builder to create the perfect forms for all of your workflows and processes. When the form is submitted, the workflow begins and any process that has multiple stages can be transformed with the smart compliance registers.
The Compliance Register is a customisable way to track and manage the forms and workflows for every multi-stage process in your business. The perfect tool for non-compliance, audit reviews, complaints handling and so much more.
Custom Process Stages
The different stages of the workflow have separate tabs to make viewing and understanding the stages really easy. Customise the stage names to perfectly suit your business.
Automated notifications can be customised and trigger as your compliance process moves through the different stages keeping everyone updated all the time.
Every form and transaction is automatically stored in the compliance register providing an auditors dream. Uniquely identified forms, register entry numbers and status ensures complete compliance.
Just Compliance 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.