Corfix Features
Logistical Safety Management (4)
Mobile Technology
Enables the use of the product on a mobile device to better fit the daily workflow of and enable real-time updates from site managers and project managers.
Prequalification Integration
Easily integrates with prequalification software to assess and validate the qualifications and credentials of subcontractors prior to hiring them for a job.
Regulation Compliance
Ensures that both documentation and processes adhere to OSHA (Occupational Safety and Health Administration) and VPP (Voluntary Protection Program) regulation.
Project Management Integration
Easily integrates with construction project management software to assign tasks to workers and facilitate data sharing between operational systems.
Health (4)
Medical Records
Capture and manage health information for all employees.
Ergonomics
Apply ergonomics standards to improve work conditions.
Programs
Define and manage health programs including clinical visits and immunizations.
Industrial Hygiene
Manage the risk of exposure to hazardous agents such as toxins.
Generative AI (3)
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Asset Management (4)
Resource Management
Tracks and logs utilization of equipment, materials, assets, and all relevant resources; can generate daily reports.
Timesheets
Provides contractors and crew a digital timesheet to track hours; some push man-hours from daily project progress reports to timesheets.
Visual Project Tracking
Facilitates the taking, annotating, and uploading of photos from the field for real-time updates, to supllement the documentation of the progress of a project.
Reporting
Generates daily reports of project progress, worker productivity, job costs, and material usage.
Agentic AI - Field Service Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
On the Job (10)
Location
Tracks employee location to ensure timeliness.
Employee Communication
Enables communication within the app from manager to field service employee.
Behavior Monitoring
Monitors behavior in the field.
Client Notifications
Notifies clients, should any delays or mishaps occur.
Field Sales
Includes some ability to serve as a sales and ordering application.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Customizable Fields
Customize data fields to support various needs and use cases
Multi-Location
Manage and support multiple locations
Payment Collection in the Field
Swipe a credit card or manually process payments while with the customer in the field
Site Management (7)
Field Service Management
Manages and dispatches work orders, allocates assets and resources, manages contractors, and schedule jobs
Field Collaboration
Enables and simplifies communication on the site and between the office and field.
Mobile App
Provides a mobile-ready application of the tool that does not require internet connection.
Field Reporting
Captures data from the site and generates reports on project progress.
Timesheets
Tracks timesheets and attendance of site crew memberes
Photo and Video Uploads
Enables the capturing and/or uploading of photographs or videos to document project progress
Workforce Scheduling
Assigns tasks, enables the scheduling of crew and resources, and manages and/or monitors progress on projects and jobsites.
Safety (19)
Job Hazards
Identify work hazards by job, location, and type of work.
Drills
Allow users to conduct safety drills to prepare for real life situations.
Claim Management
Provide workflows to create, approve, and process claims.
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Care Plan Management
Manage the treatment plan and coordination between care providers and patients with special health care needs
Assessment Management
Creation, administration, and evaluation of assessments or tests
Document Management
Store, manage, and track all electronic documents in a centralized location
Incident Management
Manage and track all disruptions and incidents
Forms Management
Store, manage and track all forms in a centralized location
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Case Management
Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Insurance Management
Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage
Inventory Management
Track and manage inventory levels to maintain proper supply
Task Management
Create, manage and track all task activities and progression
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Training Management
Track employee/learner's progression through training programs
Training Record Management
Create, store, and manage records of employee training, acknowledging understanding of processes, regulations, or safety standards
Workflow Management
Create, design and manage workflows for repetitive tasks
Additional Functionality (133)
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Checklists
An itemized to do list that can be edited as tasks are completed
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Parts Management
Track parts inventory levels and manage re-stocking
Service History
Track work performed and resources used for past customers, sites, or assets
Residential Properties
For residential properties
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Customizable Forms
Customize contracts and forms to collect specific information
Purchase Order Management
Create, send, and track purchase orders and their statuses
Mobile Access
Access software remotely via mobile devices
Dispatch Management
Manage sending personnel and resources to a site as needed
Task Scheduling
Track and manage the scheduling of tasks
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Technician Management
Oversee technicians and track their assigned work orders
Status Tracking
Track the status over time for a request, process, asset, or transaction
API
Application programming interface that allows for integration with other systems/databases
Document Management
Store, manage, and track all electronic documents in a centralized location
Job Management
Manage and track all job information and associated tasks
Preventive Maintenance
Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Reporting
Active reporting of data and metrics
Commercial Properties
Designed to serve commercial properties
Real-Time Data
Receive data and information in real time
Historical Reporting
Information, data and reports that are being tracked over time
Contract/License Management
Track, store, and access client contracts or licenses
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Facility Scheduling
Schedule facilities, such as athletic fields, venues, and convention centers based on their availability
Workflow Management
Create, design and manage workflows for repetitive tasks
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Inventory Management
Track and manage inventory levels to maintain proper supply
Predictive Maintenance
Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms
Routing
Plan daily routes to optimize employee scheduling and provide directions
Forms Management
Store, manage and track all forms in a centralized location
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Documentation Management
Manage product specific documents in a categorized order
File Storage
Store and access documents, forms, and photos in one centralized place
Electronic Signature
Digitally sign online documents
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Personalization and Recommendation
Generative AI models can create personalized recommendations for users based on their preferences and behavior.
Resource Allocation
Assign available resources to various projects and tasks
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Quotes/Estimates
Generate quotes or estimates for customers
Scheduling
Plan availability and assign specific time slots for tasks and resources
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Online Time Clock
Track/log the amount of time employees worked per job using a timer
Workforce Management
A set of processes to optimize the productivity of its employees
Activity Tracking
Track and document all activities across devices, networks, and other systems
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Productivity Analysis
Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
Prioritization
Arrange tasks based on the level of priority or urgency
Customizable Branding
Add customized logos and colors to align with company branding
Price and Cost Calculations
Calculate rule-based prices for a product/service
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Equipment Tracking
Track the location of specific equipment at all times
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Secure Data Storage
Securely stores data to prevent data loss or breaches
Location Tracking
Identify the physical location of an individual, asset, device, etc.
Route Optimization
Finding the most optimal routes for drivers based on various factors and constraints
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Real-Time Updates
Receive system updates as soon as any changes are made
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Chat/Messaging
Communicate using direct chat or messages within the system
Knowledge Management
Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
Electronic Payments
Electronically collect payments for goods or services
Customer History
Access previous interactions or concerns to maintain customer relationships
Inventory Control
Monitor product stock levels
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Driver ETA
Generate estimated arrival times for drivers to keep back office or customers informed
Job Tracking
Track and visualize the status of an ongoing job and the time spent on tasks or projects
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Customer Management
Store and organize information about customers and previous interactions
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Work Order Creation
Create a new work order
Equipment Maintenance
Manage procedures that ensure organizational equipment remains in working condition
Data Import/Export
Import and export data to and from software applications
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Recurring Appointments
Schedule repeating appointments based on a duration of time
Contractor Management
Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Personnel Drug Testing
Scheduling
Plan availability and assign specific time slots for tasks and resources
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Health Risk Assessment
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Health Record Access
Gaining access to confidential health documents and information
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Incident Reporting
Report and update incidents related to health or workplace injuries that occur on a job or en route to a job site
Immunization & Allergy Tracking
Manage updates to member's immunization records and track individual allergies
Appointment Scheduling
Schedule appointments via a calendar
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Incident Response Checklists
Checklist to confirm the incident and response.
API
Application programming interface that allows for integration with other systems/databases
Status Tracking
Track the status over time for a request, process, asset, or transaction
Customizable Forms
Customize contracts and forms to collect specific information
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Quality Control
Ensure that quality requirements and standards are met across production processes
Mobile Alerts
Notifications via mobile devices
Task Scheduling
Track and manage the scheduling of tasks
Data Import/Export
Import and export data to and from software applications
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Fields
Customize data fields to support various needs and use cases
Document Storage
Store and organize documents in a centralized system
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Activity Tracking
Track and document all activities across devices, networks, and other systems
Risk Alerts
Notifying as a warning or reminder of a potential or imminent hazard
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Customizable Reports
Alter the layout and content of reports
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Version Control
Track revisions and updates made to files and navigate between different versions
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Real-Time Data
Receive data and information in real time
Real-Time Updates
Receive system updates as soon as any changes are made
Risk Assessment
Initiate collection and analysis of known risks
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Data Visualization
Graphical representation of data
Real-Time Reporting
Active reporting of data and metrics
Accident Investigation
Analyze circumstances of an accident and implementing corrective actions for future prevention
Workplace Safety Management (4)
Workplace Incident Tracking
Tracks workplace and jobsite incidents and notifies relevant stakeholders of safety indicators or issues.
Training and Certifications
Tracks the local, state, and/or federal certification requirements of workers to better track individuals' progress and upcoming deadlines.
Photo Documentation
Enables the taking and/or uploading of photos and videos that document jobsite progress to identify, determine, and resolve jobsite safety issues and procedures.
Safety Management
Automates and/or streamlines the process of observing, recording, and distributing safety processes and jobsite walk-through inspections.
Training (3)
Content
Deliver learning materials for health and safety training.
Certifications
Manage certifications to comply with regulations and standards.
Best Practices
Provide best practices that employees can use to prevent accidents.
Before the Job (4)
Calendar
Uses the calendar tool to determine field workers who are free for the job.
Dispatch
Notifies field service workers of their upcoming assignments.
Roles
Allows users to see tasks according to permissions and roles.
Booking
Allows clients to book jobs through the desktop page or within the app.
Audit and Inspections (3)
Templates
Include templates for multiple types of health and safety inspections.
Workflows
Provide workflows to assign tasks for audit and inspections.
Corrective and Preventive Actions (CAPA)
Investigate and take action at root cause or error in processes to prevent recurring issues
After the Job (8)
Reports
Creates reports that reflect field performance either as a team or individually, to review productivity.
Analytics
Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.
Billing & Invoicing
Create, manage, and send invoices or bills to customers
CRM Integrations
Integrates with CRM software to monitor all aspects of the customer relationship.
Accounting Integration
Integrate with a third-party accounting system
QuickBooks Integration
Integrates with QuickBooks
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customizable Reports
Alter the layout and content of reports
Task Management (6)
Construction Accounting Tool Integrations
Supports the integration of the project management solution with a third-party accounting management solution to streamline the construction project lifecycle.
Construction Estimating Tool Integration
Supports the integration of the project management solution with a third-party estimating and bid management solution to streamline the construction project lifecycle.
Construction Workforce Management Tool Integration
Supports the integration of the project management solution with a third-party workforce management solution to streamline the construction project lifecycle.
Project Tracking
In addition to assigning tasks, enables the setting of milestones and deadlines to those tasks to track on a set basis.
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Information Management
Records, centralizes, and provides access and sharing settings to project information into a centralized depository.
Communication and Collaboration
Enables and/or facilitates communication on the jobsite and between the field and office admin.
Operational Safety Management (4)
IoT Analytics
Leverages data gathered from construction IoT (Internet of Things) devices, wearables, and sensors to understand activities on a jobsite.
Reporting and Dashboards
Generates reports on the number, date, and nature of incidents and/or provides a dashboard of report overviews.
Predictive Analytics
Utilizes artificial intelligence (AI) and machine learning (ML) to assess and analyze construction jobsite data to predict the future of project risk.
Risk Management
Identifies risk tolerances of stakeholders and project managers to faciltiate the prioritization and response to project risk.
Reporting (6)
OSHA
Generate Occupational Safety and Health Act (OSHA) reports.
Root Cause Analysis
Analyze incidents to determine the root cause and avoid future problems.
OSHA Recordkeeping
Maintain records necessary for compliance with Occupational Health and Safety Administration requirements
OSHA Compliance
Enforces guidelines set by the Occupational Safety and Health Administration to remain legally compliant
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
OSHA Recordkeeping
Maintain records necessary for compliance with Occupational Health and Safety Administration requirements
Artificial Intelligence (7)
Heat maps
Generate heat maps to identify where high risk activities are taking place
NLP Insights
Analyze data from documents such as inspection reports to identify recurring risks
Internet of Things (IoT)
Analyze IoT data from multiple locations for health and safety purposes
Video analysis
Analyze live or recorded videos to identify potential safety issues and historical trends
Predictive
Identify potential safety issues and estimate their severity and urgency
Monitoring
Provide real-time monitoring of workplace activities and use AI/ML to identify unsafe acts
Health Monitoring
Gain insights into the health of employees, equipment, registered instances or any other organizational asset to check their status
Field Management (5)
Field Collaboration
Ensures structure and clarity of a project via simplified file, photo, and documentation sharing and annotation functionality.
Field Coordination
Automates the scheduling and assignment of jobs, people/crew, and equipment.
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Safety Compliance
Facilitates the reviewing of incidents to ensure with policy compliance and prepare for site audits.
Field Communication
Enables conversations on mobile devices while out on the field.
Workforce Scheduling
Assigns tasks, enables the scheduling of crew and resources, and manages and/or monitors progress on projects and jobsites.