Forms, Records, and Documents
Learn more about our services, solutions, experience and expertise in the area of digital and mobile forms, records and document management.
Forms, Records, and Documents Solutions
Over the past 20 years, we have worked with management and staff across multiple businesses and organizations to design and develop digital and mobile forms and records as well as digital and cloud-based document management.
Examples
- Custom Forms and Reports
- Document Management
- Online and Mobile Access
- Cloud Based
- Central Database
- Information Flow Management
- Submission Controls
- Submission Reports
- User Permissions
- Secured Storage
- And Much More...
More Solutions
Management and Operations
- Custom Management Systems
- Modular Management Systems
- Software Systems Integration
- Custom Designed ERP Systems
- ERP Deployment and Support
- Business Automation Solutions
- Process Automation Solutions
- Workflow Automation Solutions
- Business Software Consulting
- Software Service and Support
Forms, Records, and Documents
- Custom Forms and Reports
- Document Management
- Online and Mobile Access
- Cloud Based
- Central Database
- Information Flow Management
- Submission Controls
- Submission Reports
- User Permissions
- Secured Storage
Project Management
- Project Profile
- Live Dashboard
- Costs Tracking
- Resource Management
- Progress Report
- Active Job Board
- Bulletin Board
- Employee Scheduling
- Equipment Assignment
- Materials Assignment
- Quality Control
- Forms and Records
- Files and Images
- Custom Reports
Employee Management (HRM)
- Employee Profiles
- Positions and Rates
- Access Permissions
- Scheduling and Assignment
- New Hire Onboarding
- New Hire Orientation
- Training Records
- Licenses, Tickets, and Certificates
- Records and Evaluation
- Vacations and Timeoff
- Timecard Records
- Payroll Automation
- Files and Images
- Custom Reports
Client Relations Management (CRM)
- Client Management
- Client Profile
- Work and Billing History
- Records and Notes
- Communication Records
- Business Opportunities
- Service Requests
- Client Self Service
- Service and Support
- Records and Reports
Estimating and Sales Management
- RFQ Tracking
- Opportunity Tracking
- Standard Quote Templates
- Standard Estimating Forms
- Custom Quoting Formulas
- Sales Cycle Management
- Sales Projections
- Sales Personnel Management
- Sales Performance
- Custom Invoices
Reporting and Oversight
- Custom Live Dashboard
- Key Performance Indicators (KPIs)
- Key Metrics Overview
- Real Time Data and Updates
- Centralized Business Intelligence
- Critical Functions Monitoring
- Custom Built Reports
- Custom Notifications
- Active and Passive Data
- Data Export and Integration
Equipment Management
- Equipment Database
- Project/Operator Assignments
- Maintenance Schedule
- Maintenance/Repair Records
- Operator Repair Requests
- Operational History
- Cost Tracking
- Parts and Supplies
- Location Tracking
- Forms and Records
Safety and Compliance
- Safety Forms and Records
- Safety Documents and Manuals
- Safety Policies and Procedures
- Government Regulations
- Industry Standards
- Project Requirements
- Incident/Accident Reports
- Emergency Response Plans
- Incident Investigation
- Project Risk Surveys
- Inspection Checklists
- Site Compliance
Scheduling Systems
- Employee Availability
- Employee Scheduling
- Crew/Group Scheduling
- Project Scheduling
- Day, Week, Month View
- Employee and Project View
- Calendar or List View
- Vacation/Time Off Request
- Overtime Controls
- Notifications and Alerts
- Custom Functions
- Custom Rules
Inventory Management
- Inventory Database
- Stock Control
- Pricing and Costs
- Location Tracking
- Bin Level Controls
- Order Tracking
- Reorder Notifications
- Project Assignment
- Inventory Reports
- Vendor Database
Timecard System
- Time In/Out/Break
- Job Assignments
- Work Schedule
- Notifications
- Expense and Mileage
- GPS and GeoFence
- Safety Compliance
- Emergency Contact
- Supervisor Mode
- Payroll Automation
Customer Self Service Portal
- Client Accounts
- Client Dashboard
- Permissions Controls
- Client Invoices
- Online Payments
- Client Records
- Service Changes
- Service Requests
- Client Communications
- Client Web Forms
Employee Training
- Company Policies
- Position Training
- Work Orientation
- Site Orientation
- Safety Training
- Skills Training
- Compliance Reports
- Docs and Manuals
- Training Materials
- Knowledge Bank
Cost Control Management
- Cost Control and Tracking
- Custom Cost Areas
- Custom Cost Reports
- Labour Costs
- Material Costs
- Supply Costs
- Equipment Costs
- Contractor Costs
- Expense Claims
- Cost of Sales
Registrations and Applications
- Job Applications
- Employee Onboarding
- Quote Request
- Service Request
- Sales Request
- Resource Requisition
- Scheduling Request
- Client Intake
- Member Registration
- Event Registration
Online Services
- Online Sales and Orders
- Online Quote Request
- Online Service Request
- Online Service and Support
- Online Forms and Records
- Online Consultions
- Online Scheduling
- Online Bill Payments
- Online Reports and Statements
- Online Training and Testing
Web Services
- Website Development
- Website Management
- Web Applications
- Mobile Applications
- Web Based Services
- Customer Portals
- Employee Portals
- Custom Intranet
- Industry Portals
- Public Portals
R&D, SAAS, Product Development
- R&D, SAAS, Product Consulting
- White Label SAAS Development
- White Label Applications
- White Label Mobile Apps
- White Label ERP Systems
- Marketplace Deployment
- Marketplace Management
- Contract Services and Support
- Contract Management
- Contract Research and Development
Business Automation
- Process Automation
- Workflow Automation
- Adminsitrative Automation
- Operational Automation
- Management Automation
- Human Resource Automation
- Sales and Marketing Automation
- Compliance Automation
- Customer Service Automation
- Information Flow Automation
Digital Transformation
- Digital Transformation Plan
- Business Process Automation
- Data Centric Business Model
- Total Data Integration
- Cloud Based Computing
- Digital Information Flow
- Business Automation
- Management Software
- Hardware and Network
- Redundancy and Security
Membership Management
- Membership Database
- Membership Renewal
- Membership Portal
- Applications and Registrations
- Forms, Records and Documents
- Services and Programs
- Invoicing and Billing
- Event Registration
- Member Communications
- Member Recruitment
Managed IT and Data Services
- IT Consulting
- IT Management
- IT Infrastructure
- Data Management
- Device Management
- Network Management
- Software Services
- Security Management
- Web Services
- Managed Emails
Other Solutions
- Production Management
- Production Automation
- Production Integration
- Quality Control and Assurance
- Transportation Management
- Routing and Logistics
- Driver Management
- Auction Management
- Live Auction Streaming
- And Much More...
