FMX Features
CMMS Platform Features (34)
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Work Order Management
Corrective and preventative maintenance work orders can be easily created, edited, or cloned within the system. Work orders are able to be prioritized, scheduled, tracked, and reported to align with maintenance workflows.
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Preventative Maintenance (PM)
Preventative maintenance work order scheduling can be automated and triggered based on a series of factors, including date, time, alarms, meter readings, and specified event occurances.
Predictive Maintenance (PdM)
Monitor enterprise equipment and assets with either built-in data analysis tools or integrated third-party applications to streamline preventative maintenance efforts.
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Materials Management
Organize maintenance, repairs, and operations (MRO) materials within a built-in database, and coordinate materials inventory and purchase requests.
Equipment Breakdown Reports
Access historical records of equipment performance statistics and generate new reports using equipment data to identify underlying equipment issues.
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Approval Management
Create approval workflows to streamline the approval of work order or material purchase requests.
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Task Templates
Maintain re-usable task templates for preventative and unscheduled work orders. Organize these templates into task libraries that are easily accessible and can be cloned or edited as needed.
Compliance Auditing
Track maintenance documentation to ensure compliance with Occupational Safety and Health Administration (OSHA) and ISO standards. Manage material safety data sheets (MSDS) and other critical safety instructions within a central repository, and track employee training certifications.
Vendor Management
Submit RFPs / RFQs to vendors, communicate terms, and track and manage vendor performance within the system.
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Reporting & Dashboards
Visualize maintenance data and KPIs using built in dashboards, and create custom reports around equipment, assets, work orders, and more.
Task Management
Create, manage and track all task activities and progression
Equipment Maintenance
Manage procedures that ensure organizational equipment remains in working condition
Predictive Maintenance
Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms
Document Management
Store, manage, and track all electronic documents in a centralized location
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Technician Management
Oversee technicians and track their assigned work orders
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Calibration Management
Schedule the calibration of instrumentation and maintenance requirements
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Inventory Management
Track and manage inventory levels to maintain proper supply
Key & Lock Management
Establish procedures for monitoring locations of keys
Safety Management
Identify and assess hazards to ensure the well-being of employees, assets, and the environment
Job Management
Manage and track all job information and associated tasks
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Customizable Reports
Alter the layout and content of reports
For Mechanical Equipment
Specifically for mechanical devices such as vehicles, factory equipment, and tools that include ductwork
Fixed Asset Management
Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
Dispatch Management
Manage sending personnel and resources to a site as needed
Purchase Order Management
Create, send, and track purchase orders and their statuses
Contact Management
Manage, organize, and store contact information
Workflow Management
Create, design and manage workflows for repetitive tasks
Purchase Order Management
Create, send, and track purchase orders and their statuses
Historical Reporting
Information, data and reports that are being tracked over time
Facility Management Platform Features (33)
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Maintenance Planning
Schedule and assign maintenance work orders to engineers or technicians from within the system. Work orders can be prioritized according to a series of predetermined factors in order to streamline operations.
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Facility Inventory Management
Track material, equipment, and inventory usage across facilities. Record historical usage data, supplier information, and estimated replacement costs.
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Vendor Management
Source vendors and contractors through a centralized directory within the system. Submit RFPs / RFQs to vendors, communicate terms, and track and manage vendor performance.
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Service Request Portal
Respond to and manage facility reservations and maintenance requests submitted through a centralized web portal.
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Reporting & Dashboards
Visualize facility data and KPIs using built in dashboards, and create custom reports around facility usage statistics.
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Facility Document Storage
Maintain a central online repository for facility documentation, such as lease documents, that is easily accessible by facility management personnel.
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Mobile Field Access
Facilitate maintenance planning and task completion with mobile access to facility management tools.
Facility Asset Management
Manage and track high-value assets including office equipment, furniture & more
Task Management
Create, manage and track all task activities and progression
Equipment Maintenance
Manage procedures that ensure organizational equipment remains in working condition
Preventive Maintenance
Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Service Request Management
Assign, track and manage customers' service requests such as service enquiry, feedback/complaints and more
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Parts Management
Track parts inventory levels and manage re-stocking
Visitor Management
Allow organizations to streamline the check-in process for visitors.
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Workflow Management
Create, design and manage workflows for repetitive tasks
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Equipment Management
Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Space Management
Manage occupancy and space utilization in facilities and buildings
Incident Management
Manage and track all disruptions and incidents
Contract/License Management
Track, store, and access client contracts or licenses
Maintenance Management
Manage, maintain and track the performance of assets and equipment
Materials Management
Process of planning, procuring and controlling material flows along with supplier evaluation and shipping
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Fixed Asset Management
Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
Document Management
Store, manage, and track all electronic documents in a centralized location
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Historical Reporting
Information, data and reports that are being tracked over time
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Before the Job (3)
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.
On the Job (7)
Employee Communication
Enables communication within the app from manager to field service employee.
Client Notifications
Notifies clients, should any delays or mishaps occur.
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
After the Job (7)
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
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
Asset Definition (4)
Asset Register - Asset Tracking
Create a list of all the assets owed by a company.
Relationships - Asset Tracking
Define relationships between various types of assets.
Costs - Asset Tracking
Identify the value of each asset and keep it up to date.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Asset Tracking (15)
Location - Asset Tracking
Track asset locations using GIS and GPS technology.
Status - Asset Tracking
Monitor the status of multiple types of assets.
History - Asset Tracking
Maintain a history of adjustments made to assets.
Funding Source Tracking
Track the origins of funds to uphold compliance with grant requirements for use/disposal and to ensure future funding.
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
IT Asset Tracking
Monitor the movement of one or more IT assets throughout the organization
Returns Tracking
See what items have been returned
Equipment Tracking
Track the location of specific equipment at all times
Check-in/Check-out
Track the status of assets and whether they're checked in or out
Delivery Tracking
Track item deliveries through dispatch notifications, status and location tracking, and ETA updates
Mobile Time Tracking
Track the time and location worked by employees via mobile device
Fuel Tracking
Monitor and track fuel consumption and costs
Vehicle Tracking
Real-time vehicle tracking for monitoring location, route, speed, etc.
Status Tracking
Track the status over time for a request, process, asset, or transaction
Multi-Location
Manage and support multiple locations
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.
Agentic AI - Asset Tracking (1)
Natural Language Interaction
Engages in human-like conversation for task delegation
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
Agentic AI - Facility Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Additional Functionality (287)
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Scheduling
Plan availability and assign specific time slots for tasks and resources
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Facility Scheduling
Schedule facilities, such as athletic fields, venues, and convention centers based on their availability
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Mobile Access
Access software remotely via mobile devices
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Real-Time Data
Receive data and information in real time
Task Scheduling
Track and manage the scheduling of tasks
API
Application programming interface that allows for integration with other systems/databases
Barcoding/RFID
Identify and track items using barcode tags or RFID (radio-frequency identification) tags
Service History
Track work performed and resources used for past customers, sites, or assets
Equipment Tracking
Track the location of specific equipment at all times
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Document Storage
Store and organize documents in a centralized system
Multi-Location
Manage and support multiple locations
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Customizable Forms
Customize contracts and forms to collect specific information
Customizable Fields
Customize data fields to support various needs and use cases
Warranty Tracking
Track the duration and expiration of warranty as well as any obligations under that warranty
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Activity Tracking
Track and document all activities across devices, networks, and other systems
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Data Import/Export
Import and export data to and from software applications
Inventory Control
Monitor product stock levels
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Budgeting/Forecasting
Create budgets based on historical data and future projections
AI Summarization
Uses AI to condense large amounts of text, audio, or video data into a coherent form
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Resource Allocation
Assign available resources to various projects and tasks
Downtime Tracking
Track unplanned equipment or network failures
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
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
Customizable Forms
Customize contracts and forms to collect specific information
Checklists
An itemized to do list that can be edited as tasks are completed
Real-Time Data
Receive data and information in real time
Activity Tracking
Track and document all activities across devices, networks, and other systems
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Facility Scheduling
Schedule facilities, such as athletic fields, venues, and convention centers based on their availability
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
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Inventory Control
Monitor product stock levels
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
For Schools
Designed to be used by kindergarten, primary, middle, and senior secondary schools.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Multi-Location
Manage and support multiple locations
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Customizable Reports
Alter the layout and content of reports
Commercial Properties
Designed to serve commercial properties
Residential Properties
For residential properties
Data Import/Export
Import and export data to and from software applications
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Corrective and Preventive Actions (CAPA)
Investigate and take action at root cause or error in processes to prevent recurring issues
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
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
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Document Management
Store, manage, and track all electronic documents in a centralized location
Inventory Management
Track and manage inventory levels to maintain proper supply
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Asset Assignment
Assign assets to users, job sites, and vehicles to ensure accountability
Asset Kitting
Bundle equipment together to rapidly perform actions across multiple assets
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Barcoding/RFID
Identify and track items using barcode tags or RFID (radio-frequency identification) tags
Mobile Access
Access software remotely via mobile devices
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Shipping Management
Manage and track orders being shipped to customers
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
QR Codes
Matrix barcode that stores information
Reservations Management
Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event
Maintenance Management
Manage, maintain and track the performance of assets and equipment
Customizable Fields
Customize data fields to support various needs and use cases
Billing & Provisioning
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Customizable Reports
Alter the layout and content of reports
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
Software License Management
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Historical Reporting
Information, data and reports that are being tracked over time
Contract/License Management
Track, store, and access client contracts or licenses
Customizable Forms
Customize contracts and forms to collect specific information
Purchase Order Management
Create, send, and track purchase orders and their statuses
Data Import/Export
Import and export data to and from software applications
Disposal Management
Plan when and how to dispose of outdated or decommissioned assets
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Complaint Monitoring
Obtain, monitor, and review customer feedback/complaints relating to products and services to improve customer satisfaction
Fixed Asset Management
Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
Calendar Management
Track and manage schedules and meetings via an integrated calendar
API
Application programming interface that allows for integration with other systems/databases
Workflow Management
Create, design and manage workflows for repetitive tasks
Depreciation Management
Track and manage the decline in value of assets and plan for improvements
Dispatch Management
Manage sending personnel and resources to a site as needed
Territory Management
Organize customer data and accounts by user or geography
Routing
Plan daily routes to optimize employee scheduling and provide directions
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Route Optimization
Finding the most optimal routes for drivers based on various factors and constraints
Geolocation
Determines the location of a device using GPS or an IP address
Driver Management
Track all personnel who operate company vehicles
Scheduling
Plan availability and assign specific time slots for tasks and resources
Real-Time Updates
Receive system updates as soon as any changes are made
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Geofencing
Virtual perimeter for a real-world geographic area
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Transportation Management
Organize and track the physical movement of goods from one location to another
GIS Integration
Integration with geographic information systems
Geographic Maps
Visualize locations on a map
Real-Time Reporting
Active reporting of data and metrics
Employee Management
Track employee schedules, availability, and performance across projects and tasks
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Faculty/Staff Management
Track and manage staff profiles, recruitment, schedules, productivity, career development and performance
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Class Scheduling
Schedule in-person or online classes
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
K-12
Software designed for kindergarten through 12th grade schools
Parent Portal
Portal for parents to see and update childrens' info, track progress & more
Attendance Tracking
Track the attendance of specific individuals or groups
Classroom Management
Plan and schedule lessons and maintain students' behavior in the classroom
Single Sign On
Allow users to access multiple services after entering their login credentials once
Records Management
Ability to record, store, update, and retrieve information
Progress Reports
Document and report the progress of ongoing projects
Customizable Reports
Alter the layout and content of reports
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Customizable Branding
Add customized logos and colors to align with company branding
Skills Assessment
Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Online Payments
Accept and process online payment transactions
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Contact Management
Manage, organize, and store contact information
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Calendar Management
Track and manage schedules and meetings via an integrated calendar
API
Application programming interface that allows for integration with other systems/databases
Financial Management
Plan, manage, and track the financial activities of an individual or organization
Student Portal
Library Management
Manage all in-house operations of the school library
Forms Management
Store, manage and track all forms in a centralized location
Event Calendar
A list of events with their respective dates
Blended Learning
Supports learning paths that combine in-person classes with online/virtual courses
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Student Information/Records
Create lists of student grades, transcripts, class lists, course schedules, etc. to be shared with instructors and administration
Independent/Private
Software designed for private/independent schools
Document Management
Store, manage, and track all electronic documents in a centralized location
Learning Management
Organize and track educational activities
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Enrollments/Onboarding
Manage the enrollment and onboarding of all new members and accepted applications
Email Management
Manage, store and organize emails within the system or via third-party apps
Curriculum Management
Map out the subjects that comprise courses of study
Assessment Management
Creation, administration, and evaluation of assessments or tests
Gradebook
Track student's scores and grades on course materials
Course Authoring
Developing custom training courses for educating employees or for teachers to create courses for their students
Bookstore Management
Manage book inventory and handle transactions for stores that sell books
Data Import/Export
Import and export data to and from software applications
Housing Management
Overseeing housing processes, including room occupancy, roommate preferences, and maintenance management
Student Management
Database of students to track personal information of individuals and families
Admissions Management
Handle the registration and admission process for existing and new students
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Document Storage
Store and organize documents in a centralized system
Electronic Payments
Electronically collect payments for goods or services
Customizable Forms
Customize contracts and forms to collect specific information
Cafeteria Management
Manage cafeteria operations such as menu creation, payment processing, order intake, or vendor management
Activity Tracking
Track and document all activities across devices, networks, and other systems
Facility Management
Manage the maintenance of building facilities
For Higher Education
Software designed for higher education organizations
Online Calendar
Online calendar of upcoming events/activities viewable to members and visitors
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Assignment Management
Assign issues and tasks based on availability or required skills
School District
Software designed for school districts
Special Education
Software designed for special education institutions
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Parent/Student Portal
Online gateway through which parents and students can view material and communicate with teachers
Top-Rated Alternatives
Technology Glossary Features
View definitions of the features and discover new technology terms.
Work order management is the process of creating, implementing, and tracking work in industries such as manufacturing, retail, utilities, or construction.
Materials management plays a valuable role in a company’s supply chain management process. Learn more about materials management, how it can benefit production flow, and how to implement it in an inventory structure.
Move management is the process of planning and coordinating a relocation, most often an employee move. Learn its types, services, and benefits.
Maintenance planning is the process used to identify and resolve maintenance problems. Learn more about maintenance planning, the best practices to follow, and how businesses can develop an effective maintenance plan.


