[ IFS Cloud Reviews ](https://www.g2.com/products/ifs-cloud/reviews) [ IFS Cloud Reviews ](https://www.g2.com/products/ifs-cloud/reviews) # IFS Cloud Features ##### ## 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. Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## Accounting (63) Chart of Accounts Deliver out of the box Chart of accounts that can be used across multiple companies or business units AP Automation Steam lines data entry by auto-populating recurring or predefined vendor values AR Automation Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients. Journal Entries Auto-populate based on previously entered information, uplaode journal entries and schedule future entries. Tags & Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. Cash Management Match payments and invoices and perform bank reconciliation in multiple currencies Payment Batches Payments can be processed by batch without manual intervention Payments Scheduling Ability to schedule payments at predefined dates and times Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers Chart of Accounts Deliver out of the box Chart of accounts that can be used across multiple companies or business units. AP Automation Steam lines data entry by auto-populating recurring or predefined vendor values. AR Automation Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients. Journal Entries Auto-populate based on previously entered information, uplaode journal entries and schedule future entries. Tags & Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. Cash Management Match payments and invoices and perform bank reconciliation in multiple currencies. Payment Batches Payments can be processed by batch without manual intervention Payments Scheduling Ability to schedule payments at predefined dates and times Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers Chart of Accounts Deliver out of the box Chart of accounts that can be used across multiple companies or business units. AP Automation Steam lines data entry by auto-populating recurring or predefined vendor values. AR Automation Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients. Journal Entries Auto-populate based on previously entered information, uplaode journal entries and schedule future entries. Tags & Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. Cash Management Match payments and invoices and perform bank reconciliation in multiple currencies. Payment Batches Payments can be processed by batch without manual intervention Payments Scheduling Ability to schedule payments at predefined dates and times Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers Chart of Accounts Deliver out of the box Chart of accounts that can be used across multiple companies or business units. AP Automation Steam lines data entry by auto-populating recurring or predefined vendor values. AR Automation Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients. Journal Entries Auto-populate based on previously entered information, uplaode journal entries and schedule future entries. Tags & Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. Cash Management Match payments and invoices and perform bank reconciliation in multiple currencies. Fixed Assets Assign depreciation methods to track the value of the fixed assets used in production Proejct Accounting Calculate costs and revenues per project and determine project profitability Payment Batches Payments can be processed by batch without manual intervention Payments Scheduling Ability to schedule payments at predefined dates and times Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers AP Automation Streamlines data entry by auto populating recurring or predefined vendor information and invoice details AR Automation Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions. Audit Trail Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record Budgeting / Forecasting Create and revise an unlimited number of budget, plan and forecast scenarios. Collections Automation The system automates the dunning process to help drive collections Financial Statements General reporting offered covers all of the standard financial statements and meets the basic needs of the business Invoice Customization The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates. Journal Entries Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source. Monitor Cash Positions Ability to track cash positions across all accounts, banks, business units, and countries Multi-Entity / Consolidation Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations Payment Processing Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. Recognition Rules Automate recognition of revenue and expenses by defining recognition templates. Reconciliations Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules. Tags / Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes. Payments Scheduling Ability to schedule payments at predefined dates and times Payment Batches Payments can be processed by batch without manual intervention Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Sales Automation Automate processes to manage leads, contacts, opportunities and sales activities Marketing Automation Automate workflows and trigger campaigns based on customer actions Show More ##### ## Inventory & Warehouse (23) Inventory Tracking Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders. Inventory Costing Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit. Product Master Manage and track all inventory records across warehouses and retail locations through a single unified database. Inventory Forecasting Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. Integrations Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms. Shelf Life Manage the time length for which ingredients may be used and finished products stored and sold Traceability Ability to trace ingredients from supplier to warehouseing and production, and finally to the customer Hazardous Materials Identify hazardous materials and provide features for special storage and manipulation instructions Inventory Tracking Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders. Inventory Costing Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit. Product Master Manage and track all inventory records across warehouses and retail locations through a single unified database. Inventory Forecasting Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. Integrations Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms. Inventory Tracking Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders. Inventory Costing Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit. Product Master Manage and track all inventory records across warehouses and retail locations through a single unified database. Inventory Forecasting Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. Integrations Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms. Inventory Tracking Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders. Inventory Costing Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit. Product Master Manage and track all inventory records across warehouses and retail locations through a single unified database. Inventory Forecasting Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. Integrations Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms. Show More ##### ## Purchasing (16) Demand Identify demand based on different types of sales orders and forecasting data. Purchase Orders Software supports purchase orders and provides the visibility needed to streamline the procure to pay process In Transit Track products and raw materials shipped by suppliers, from origin to destination Receiving Match the products received with the corresponding purchase orders and add them to inventory Demand Identify demand based on different types of sales orders and forecasting data. Purchase Orders Software supports purchase orders and provides the visibility needed to streamline the procure to pay process. In Transit Track products and raw materials shipped by suppliers, from origin to destination. Receiving Match the products received with the corresponding purchase orders and add them to inventory. Demand Identify demand based on different types of sales orders and forecasting data. Purchase Orders Software supports purchase orders and provides the visibility needed to streamline the procure to pay process. In Transit Track products and raw materials shipped by suppliers, from origin to destination. Receiving Match the products received with the corresponding purchase orders and add them to inventory. Demand Identify demand based on different types of sales orders and forecasting data. Purchase Orders Software supports purchase orders and provides the visibility needed to streamline the procure to pay process. In Transit Track products and raw materials shipped by suppliers, from origin to destination. Receiving Match the products received with the corresponding purchase orders and add them to inventory. Show More ##### ## Sales & Marketing (25) Customer Master Manages customer information including multiple ship-to and bill-to locations ATP Available to promise provides information on future availability of products that are either planned for production or purchased but not received Order History Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders Returns Manage return merchandise authorizations (RMS) approval processes and match with the original invoices Credit Limits Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold Pricing & Discounts Manage various types of pricing and discounts associated with product categories and customer types Customer Master Manages customer information including multiple ship-to and bill-to locations. ATP Available to promise provides information on future availability of products that are either planned for production or purchased but not received. Order History Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders. Returns Manage return merchandise authorizations (RMS) approval processes and match with the original invoices. Credit Limits Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold. Pricing & Discounts Manage various types of pricing and discounts associated with product categories and customer types. Customer Master Manages customer information including multiple ship-to and bill-to locations. ATP Available to promise provides information on future availability of products that are either planned for production or purchased but not received. Order History Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders. Returns Manage return merchandise authorizations (RMS) approval processes and match with the original invoices. Credit Limits Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold. Pricing & Discounts Manage various types of pricing and discounts associated with product categories and customer types. Customer Master Manages customer information including multiple ship-to and bill-to locations. ATP Available to promise provides information on future availability of products that are either planned for production or purchased but not received. Quote Management Allows sales to create quotes and proposals which can be modified for each customer or project Order History Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders. Returns Manage return merchandise authorizations (RMS) approval processes and match with the original invoices. Credit Limits Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold. Pricing & Discounts Manage various types of pricing and discounts associated with product categories and customer types. Show More ##### ## Manufacturing (23) MRP Determine what raw materials are required for production, based on demand, production capacity, and inventory availability Formulas & Recipes Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them MPS Create and implement master production plans for multiple production lines and locations Shop Floor Assign equipment and monitor shop floor activities during various production stages WIP Track work in process (WIP) across multiple production lines and manufacturing locations Work Orders Manage work orders for different types of activities such as production, rework, or maintenance Co-Products & By-Products Track products manufactured along with a standard product (co-products) and secondary products (by-products) Batch Management Production batches can be resized up and down to include new sales orders and to reprioritize production orders WIP Track work in process (WIP) across multiple production lines and manufacturing locations. Work Orders Manage work orders for different types of activities such as production, rework, or maintenance. MRP Determine what raw materials are required for production, based on demand, production capacity, and inventory availability. BOM Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them. MPS Create and implement master production plans for multiple production lines and locations. Shop Floor Assign equipment and monitor shop floor activities during various production stages. MRP Determine what raw materials are required for production, based on demand, production capacity, and inventory availability. BOM Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them. MPS Create and implement master production plans for multiple production lines and locations. Shop Floor Assign equipment and monitor shop floor activities during various production stages. WIP Track work in process (WIP) across multiple production lines and manufacturing locations. Work Orders Manage work orders for different types of activities such as production, rework, or maintenance. Engineering Implement engineering changes across all manufacturing activities and locations Product Configuration Support advanced product configuration features to adapt to specific customer needs Concurrent Engineering Integrate design, engineering, manufacturing, and other functions to reduce the time to market. Show More ##### ## Quality Management (19) Inspections Define and implement workflows for inspections, including rules for escalations and notifications Rework Identify rejected products and decide either they can be repaired or discarded Waste Track production waste such as scrap, as well as returns that cannot be repaired Defects Monitor product defects, identify causes and provide corrective actions to improve quality Recalls Define procedures to be implemented during recalls to limit their negative impact on the company and its customers Compliance Ensure compliance with regulations and standards for production, storage, packaging, and transportation Customer Requirements Manage customer specific quality standards and requirements Inspections Define and implement workflows for inspections, including rules for escalations and notifications. Rework Identify rejected products and decide either they can be repaired or discarded. Waste Track production waste such as scrap, as well as returns that cannot be repaired. Defects Monitor product defects, identify causes and provide corrective actions to improve quality. Inspections Define and implement workflows for inspections, including rules for escalations and notifications. Rework Identify rejected products and decide either they can be repaired or discarded. Waste Track production waste such as scrap, as well as returns that cannot be repaired. Defects Monitor product defects, identify causes and provide corrective actions to improve quality. Inspections Define and implement workflows for inspections, including rules for escalations and notifications. Rework Identify rejected products and decide either they can be repaired or discarded. Waste Track production waste such as scrap, as well as returns that cannot be repaired. Defects Monitor product defects, identify causes and provide corrective actions to improve quality. Show More ##### ## Distribution (14) Picking & Packing Define and implement optimal procedures to pick and pack products for shipping Custom Packing Create packing options that are specific to one or more customers and can be modified for new clients Labelling Create labels that are compliant with governmental standards and with customer requirements Shipping Plan deliveries based on inventory availability, transportation costs, and order priority Tracking Track shipments from warehouse to the destination, including drop shipments and multilocation shipping Picking & Packing Define and implement optimal procedures to pick and pack product for shipping. Shipping Plan deliveries based on inventory availability, transportation costs, and order priority. Tracking Track shipments from warehouse to the destination, including drop shipments and multilocation shipping. Picking & Packing Define and implement optimal procedures to pick and pack product for shipping. Shipping Plan deliveries based on inventory availability, transportation costs, and order priority. Tracking Track shipments from warehouse to the destination, including drop shipments and multilocation shipping. Pickinh & Packing Define and implement optimal procedures to pick and pack product for shipping. Shipping Plan deliveries based on inventory availability, transportation costs, and order priority. Tracking Track shipments from warehouse to the destination, including drop shipments and multilocation shipping. Show More ##### ## HR (12) Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll Workforce Management Manage personnel availability and allocate human resources to production and inventory operations Time & Attendance Track the time spent by employees performing various tasks related to production or inventory management Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll. Workforce Management Manage personnel availability and allocate human resources to production and inventory operations. Time & Attendance Track the time spent by employees performing various tasks related to production or inventory management. Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll. Workforce Management Manage personnel availability and allocate human resources to production and inventory operations. Time & Attendance Track the time spent by employees performing various tasks related to production or inventory management. Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll. Workforce Management Manage personnel availability and allocate human resources to production and inventory operations. Time & Attendence Track the time spent by employees performing various tasks related to production or inventory management. Show More ##### ## Discrete Manufacturing (6) MRP Determine what raw materials are required for production, based on demand, production capacity, and inventory availability. MPS Create and implement master production plans for multiple production lines and locations. Shop Floor Assign equipment and monitor shop floor activities during various production stages. WIP Track work in process (WIP) across multiple production lines and manufacturing locations. Work Orders Manage work orders for different types of activities such as production, rework, or maintenance. BOM Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them. Show More ##### ## Process Manufacturing (3) Formulas & Recipes Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them Co-Products & By-Products Track products manufactured along with a standard product (co-products) and secondary products (by-products) Batch Management Production batches can be resized up and down to include new sales orders and to reprioritize production orders Show More ##### ## ETO Manufacturing (3) Engineering Implement engineering changes across all manufacturing activities and locations Product Configuration Support advanced product configuration features to adapt to specific customer needs Concurrent Engineering Integrate design, engineering, manufacturing, and other functions to reduce the time to market. Show More ##### ## Service (6) Field Service Manage field service activities related to the finished products delivered, such as installation and repairs Warranty Management Maintain information on warranties for the products delivered and for their components Maintenance Track maintenance operations for the products sold, such as calibration or preventive maintenance Field Service Manage field service activities related to the finished products delivered, such as installation and repairs Warranty Management Maintain information on warranties for the products delivered and for their components Maintenance Track maintenance operations for the products sold, such as calibration or preventive maintenance Show More ##### ## Back Office (36) Allocation Resources can be allocated and reallocated across multiple projects and portfolios. Asset Register Create a list of all the assets owed by a company. Lean Management Include lean project management features and best practices. Maintenance Track maintenance operations for the products sold, such as calibration or preventive maintenance Organization Management Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc. Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll Portfolio Mix Create the optimal mix of portfolios to achieve operational and financial goals. Purchase Orders Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process Requisition Define requisition rules for various types of procurement. Shift Scheduling Plan employee work shifts according to availability and provide notifications to employees when they are scheduled. Sourcing Identify and assess suppliers for different products and services. Status Monitor the status of multiple types of assets. Time & Attendance Tracking Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features. Warranty Management Maintain information on warranties for the products delivered and for their components Inventory Management Track and manage inventory levels to maintain proper supply Support Ticket Management Allow customers/users to submit support queries and service requests Calendar Management Track and manage schedules and meetings via an integrated calendar Financial Management Plan, manage, and track the financial activities of an individual or organization Client Management Manage contact details and communication with clients Workflow Management Create, design and manage workflows for repetitive tasks Time Off Management Track and manage employee time-off, vacation, and sick leave requests Training Management Track employee/learner's progression through training programs Employee Management Track employee schedules, availability, and performance across projects and tasks Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Supply Chain Management Manage the planning and execution of supply chain activities Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Document Management Store, manage, and track all electronic documents in a centralized location Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Warehouse Management Manage and track operations and inventory within warehouses Enterprise Asset Management Helps users manage the maintenance of assets; offers reporting to identify areas for improvement Sales Management Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance. Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Distribution Management Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc. Marketing Management Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding Resource Scheduling Allocate and manage resources, such as employees, equipment, facilities, and other assets Show More ##### ## Front Office (20) ATP Available to promise provides information on future availability of products that are either planned for production or purchased but not received. Checkout Process Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts. Configuration Rules Rules ensure that users select only compatible options and that all required items are included Contact & Account Management Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Portal Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents Field Service Booking Allows clients to book jobs through the desktop page or within the app. Field Service Dispatch Notifies field service workers of their upcoming assignments. Product & Price List Management Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders. Product Catalog Allows users to search, filter, sort and select items to be added to quote Promotions and Discounts Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes. Quote & Order Management Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders. Returns / Refunds Functionality to allow users to process returns/refunds either via self service or contacting customer service. Storefront Design Tools Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience Territory & Quota Management Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. Tickets Creates and assigns support tickets, scheduling them in a timely manner. Visual Configuration Images can be displayed of options to enable users to visualize product options as it is being configured HR Management Automates core HR functions such as talent management, employee evaluation and learning management Task Management Create, manage and track all task activities and progression Customizable Fields Customize data fields to support various needs and use cases Purchase Order Management Create, send, and track purchase orders and their statuses Show More ##### ## Integration (11) Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Data Import and Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Productivity Tools Tools to facilitate the production of information and promote efficiency Real-Time Data Receive data and information in real time Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Data Analysis Tools Analyze survey results via statistical testing or crosstabs directly within the software ERP Provide integration with ERP systems CAD & PLM Provide integration with CAD and PLM software Accounting Provide integration with accounting solutions Asset Accounting Manage adding fixed assets to proposed budgets Show More ##### ## Logistics (11) Centralized Inventory Database Manage and track all inventory records across warehouses and retail locations through a single unified database. In Transit Track products and raw materials shipped by suppliers, from origin to destination. Inventory Forecasting Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. Inventory Pricing and Costing Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. Inventory Reporting Customizable reporting allows insight into usage of inventory and services. Inventory Tracking / Ordering Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. Picking Methods Support multiple picking methods such as batch, wave, or zone picking. Picking Planning Create schedules for picking activities based on inventory availability. Receiving Match the products received with the corresponding purchase orders and add them to inventory. Shipping Options Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies. Manufacturing Planning Supports the effective planning of manufacturing production based on materials, labor, and machinery. Show More ##### ## Platform (11) Customization Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. Mobile Access Access software remotely via mobile devices Integration Delivers APIs and standard integrations with other software systems. Security & Privacy Complies with security and privacy regulations and standards. Mobile Access Allows users to access the software using mobile devices. Flexibility Facilitates software configuration without the need for technical experise. Show More ##### ## Production (12) BOM Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them. Defects Monitor product defects, identify causes and provide corrective actions to improve quality. Identify Demand Calculate demand by consolidating data from multiple sources. Inspections Define and implement workflows for inspections, including rules for escalations and notifications. Manage Resources Track resource availability for raw materials and production capacity. MPS Create and implement master production plans for multiple production lines and locations. MRP Determine what raw materials are required for production, based on demand, production capacity, and inventory availability. Production Plans Generate production plans based on demand and resource availability. Rework Identify rejected products and decide either they can be repaired or discarded. Shop Floor Assign equipment and monitor shop floor activities during various production stages. Waste Track production waste such as scrap, as well as returns that cannot be repaired. WIP Track work in process (WIP) across multiple production lines and manufacturing locations. Show More ##### ## Reporting & Analytics (4) Custom Reporting Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer Dashboards An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance Integration Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Asset Definition (4) Asset Register Create a list of all the assets owed by a company. Relationships Define relationships between various types of assets. Costs Identify the value of each asset and keep it up to date. Types Define and manage linear assets, facilities, and fixed assets Show More ##### ## Asset Tracking (5) Location Track asset locations using GIS and GPS technology. Status Monitor the status of multiple types of assets. History Maintain a history of adjustments made to assets. Multi-Location Manage and support multiple locations KPI Monitoring Tracking the status of previously identified performance measurements Show More ##### ## Inventory (3) Locations Track inventory of assets accross multiple locations. Spare Parts Manage the inventory of spare parts needed for maintenance. Valuation Calculate the value of the inventory of assets and spare parts. Show More ##### ## Depreciation (4) Methods Support multiple depreciation methods such as straight-line and annuity. Asset Value Calculate the value of assets at each stage of their lifecycle. Taxes Manage tax deductions and capital allowances for fixed assets. Decomissioning Track the costs of retiring assets when they become obsolete. Show More ##### ## Maintenance (6) Inspections Plan inspections to monitor the status or equipment and fixed assets. Planning Schedule maintenance activities based on asset type, usage, and warranties. Predictive Provide features for predictice maintenance operations. Corrective Allows users to perform corrective maintenance activities. Unplanned Ability to manage unplanned maintenance tasks. Optimization Identify opportunities to optimize asset use and maintenance operations. Show More ##### ## Field Service (13) Planning Assign human and material resources to maintance tasks. Tracking Monitor field activities such as installation, maintenance, or callibration. Client Communications Allows field workers and their supervisors to communicate with customers. Asset Tracking Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle Inventory Tracking Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items Location Tracking Identify the physical location of an individual, asset, device, etc. Status Tracking Track the status over time for a request, process, asset, or transaction Cost Tracking Process to track, record, and analyze expenses that occurred over the entire duration of a given project Asset Planning Manage, prioritize and plan for capital expenses IT Asset Tracking Monitor the movement of one or more IT assets throughout the organization Activity Tracking Track and document all activities across devices, networks, and other systems Warranty Tracking Track the duration and expiration of warranty as well as any obligations under that warranty Equipment Tracking Track the location of specific equipment at all times Show More ##### ## Monitoring (3) Use Monitor asset use across multiple locations and keep history. Reliability Track asset reliability data such as downtime or idle time. Risk Identify various types of risks such as non-compliance or safety violations. Show More ##### ## Contract & Warranty (3) Contracts Define and manage maintenance contracts for various types of assets. Warranties Manage warranties, related maintenance operations, and costs. SLAs Comply with the service level agreements (SLAs) included in contracts. Show More ##### ## Analytics (3) Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Performance Analyze performance for individual assets, by category or location. Budgeting/Forecasting Create budgets based on historical data and future projections Show More ##### ## Logistics and Operations (10) Communication and Collaboration Enables and/or facilitates communication on the jobsite and between the field and office admin. Predictive Analytics Captures and analyzes historical performance to enable the forecasting of materials and inventory needs in addition to identifying any gaps in the construction site supply chain. Software Systems Integration Enables the integration of the construction ERP with other construction software solutions to ensure seamless data flow and exchange. Financial Management Enables the controlling of costs on construction projects; unifies and centralizes the management of construction accounting, payroll, and service operations. Contractor Management Improves the efficiency and management of general and subcontractors and field service companies. Project Management Monitors task assignment and the progress of construction projects to ensure the project's timely completion. Document Digitization Captures all business content electronically to reduce and/or eliminate manual, process-based inefficiencies. Supply Chain Management Monitors and tracks the procurement and utilization of construction equipment and resources. Business Intelligence Captures and analyzes current performance to enable the evaluation of project and firm performance. Workforce Management Assigns tasks, enables the scheduling of crew and resources, and manages and/or monitors progress on projects and jobsites. Show More ##### ## Nonconformance (19) Conformance Records Allows users to create, track and maintain accurate, auditable conformance records. CAPA Allows users to assign tasks for corrective and preventive actions (CAPA) to employees in nonconformance Change Management Allows users to submit change requests and control plan revisions at any point in the production process and track all revisions. Task Management Create, manage and track all task activities and progression Policy Management Create, manage, and track policies and procedures within an organization Document Management Store, manage, and track all electronic documents in a centralized location Incident Management Manage and track all disruptions and incidents Equipment Management Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Workflow Management Create, design and manage workflows for repetitive tasks Risk Management Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Communications Management Record and track all relevant internal and external communications Training Management Track employee/learner's progression through training programs Maintenance Management Manage, maintain and track the performance of assets and equipment Complaint Management Obtain, monitor, and review customer feedback/complaints relating to products and services to improve customer satisfaction Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards ISO Standards Management Track and monitor processes/products to ensure they meet international standards developed by the ISO Calibration Management Schedule the calibration of instrumentation and maintenance requirements Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Show More ##### ## Quality system (7) Document Control Allow users to centralize and archive documents for quality management Collaboration Allows users to collaborate in real time with editing and commenting capabilities to minimize miscommunication Analytics and Reports Allows users to collects both vendor- and customer-facing data relevant to the product development lifecycle, and generates performance and health reports Supplier Quality Control Qualify, select, and monitor supply chain partners Statistical Process Control Statistical methods to assist with and maintain quality control of processes Approval Process Control Manage the process of evaluating documents or requests submitted for approval Quality Control Ensure that quality requirements and standards are met across production processes Show More ##### ## Risk Management (3) Assessments Allows users to determine potential risks that may impact employees or the environment Operational Risk Allows users to estimate the impact of EHS risks on the operations of the company Supplier Evaluation Allows users to evaluate suppliers using safety and environmental criteria Show More ##### ## Inspection Management (3) Templates Allows users to choose from templates for multiple types of inspections such as safety or quality Workflows Provides users with workflows to assign tasks for audit and inspections Corrective Actions Allows users to identify corrective actions to address incidents and accidents Show More ##### ## Compliance (3) Standards & Regulations Provides users with regulations to follow under the Occupational Safety and Health Act (OSHA) Permits Allows users to track permits required for environmental and safety compliance Certifications Allows users to manage certifications to comply with regulations and standards Show More ##### ## Services (4) Implementation Assists customes through all the phases of the implementation process. Training & Learning Provides software users with training courses and learning content. Customer Support Delivers customer and technical support, directly or trough partners. Professional Services The vendor provides consulting services such as business process reengineering. Show More ##### ## Generative AI (12) 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. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Generative AI (2) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Agentic AI - Mixed Mode ERP (3) Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Process ERP (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Show More ##### ## 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 Show More ##### ## Agentic AI - ERP Systems (1) Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Enterprise Asset Management (EAM) (2) Cross-system Integration Works across multiple software systems or databases Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Agentic AI - ETO ERP (1) Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Discrete ERP (3) Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Decision Making Makes informed choices based on available data and objectives Show More ##### ## Financial Management - Government ERP (3) Budget Planning & Allocation Captures requirements for allocating and monitoring budgets across departments. Grants & Fund Management Defines how external funds, grants, and donor programs are tracked. AI-Driven Fraud Detection Captures requirements for AI-based risk scoring and fraud monitoring. Show More ##### ## Procurement - Government ERP (3) eProcurement Workflow Automation Maps out requisition-to-payment processes. Vendor Performance Scoring Defines KPIs for vendor scoring and risk assessment. AI-Powered Tender Analysis Requirements for using AI to evaluate bids and detect anomalies. Show More ##### ## Human Resources - Government ERP (2) Workforce Planning Helps plan recruitment, staffing, and training. Payroll & Compliance Defines payroll logic and compliance needs. Show More ##### ## Citizen Services - Government ERP (19) Case Management Captures how cases are logged, escalated, and resolved. Public Service Portals Defines requirements for public digital-first experiences. AI-Chatbot for Citizen Support Captures needs for automated citizen communication. Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Work Order Management Creating, assign, and track jobs and/or tasks for work orders Employee Management Track employee schedules, availability, and performance across projects and tasks Inventory Management Track and manage inventory levels to maintain proper supply Task Management Create, manage and track all task activities and progression Calendar Management Track and manage schedules and meetings via an integrated calendar Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Financial Management Plan, manage, and track the financial activities of an individual or organization Email Management Manage, store and organize emails within the system or via third-party apps Records Management Ability to record, store, update, and retrieve information Contract/License Management Track, store, and access client contracts or licenses Project Management Plan and coordinate all the resources, costs and time needed to execute assignments 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 Show More ##### ## Asset Management - Government ERP (3) Asset Tracking Defines lifecycle tracking for public assets. Maintenance Scheduling Helps implement preventive asset management. Activity Tracking Track and document all activities across devices, networks, and other systems Show More ##### ## Compliance & Audit - Government ERP (2) Internal Audit Trail Requirements for tracking user activity. Regulatory Reporting Captures compliance rules and reporting formats. Show More ##### ## Data & Analytics - Government ERP (2) Performance Dashboards Defines analytical reporting and dashboard needs. Open Data Export Requirements for public-facing transparency datasets. Show More ##### ## AI Capabilities - Government ERP (5) AI Predictive Insights AI-powered forecasting for data-driven governance. AI-Based Risk Scoring AI tool that analyzes risk based on user activity and patterns. AI Predictive Maintenance AI tool for forecasting equipment maintenance. AI-Based Talent Matching AI feature to analyze resumes, skills, and match them to positions. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Additional Functionality (233) Data Import/Export Import and export data to and from software applications Reminders Timed notification for any upcoming task, deadline, appointment, or activity AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Billing & Invoicing Create, manage, and send invoices or bills to customers Point of Sale (POS) Accept and process customer payments for products or services using hardware and software Quotes/Estimates Generate quotes or estimates for customers Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Branding Add customized logos and colors to align with company branding Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Access Controls/Permissions Define levels of authorization for access to specific files or systems CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Integrated Business Operations Integrated suite of industry-specific operations management applications (Supply Chain, HR, Project Management, Manufacturing, etc.) Multi-Location Manage and support multiple locations Bills of Material Material list of manufacturing parts and associated costs Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Customizable Reports Alter the layout and content of reports Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Business Intelligence Technological processes and strategies used for collecting, managing, and analyzing organizational data Workflow Management Create, design and manage workflows for repetitive tasks Task Scheduling Track and manage the scheduling of tasks AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Preventive Maintenance Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Predictive Maintenance Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms Facility Management Manage the maintenance of building facilities Historical Reporting Information, data and reports that are being tracked over time Equipment Management Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed IT Asset Management Managing inventories and tracking changes to hardware and software configurations Mobile Access Access software remotely via mobile devices Asset Lifecycle Management Manage assets throughout their lifecycle to optimize profit Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Work Order Management Creating, assign, and track jobs and/or tasks for work orders Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Software License Management Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests Purchase Order Management Create, send, and track purchase orders and their statuses Document Management Store, manage, and track all electronic documents in a centralized location Asset Categorization Organize assets into folders and subfolders or tag assets based on a custom file hierarchy Maintenance Management Manage, maintain and track the performance of assets and equipment Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Generative AI Use AI to generate content in the form of text, images, videos, etc. Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws IoT Device Management Organize, monitor, and remotely manage IoT devices Energy Management Track energy consumption and/or manage energy-saving measures. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Fixed Asset Management Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Parts Management Track parts inventory levels and manage re-stocking Utilization Reporting Track the frequency of asset usage Inventory Management Track and manage inventory levels to maintain proper supply Real-Time Data Receive data and information in real time Data Import/Export Import and export data to and from software applications Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Depreciation Management Track and manage the decline in value of assets and plan for improvements Contract/License Management Track, store, and access client contracts or licenses Task Management Create, manage and track all task activities and progression Audit Trail A record of all activities within the system, including user access, changes made, etc. Customizable Reports Alter the layout and content of reports Disposal Management Plan when and how to dispose of outdated or decommissioned assets Customizable Fields Customize data fields to support various needs and use cases Barcoding/RFID Identify and track items using barcode tags or RFID (radio-frequency identification) tags Equipment Maintenance Manage procedures that ensure organizational equipment remains in working condition Taxation & Assessment Determining value of properties/purchases to calculate tax Billing & Invoicing Create, manage, and send invoices or bills to customers Permit Issuance Issuance of valid permits to initiate projects or tasks Code Enforcement Ensure all properties are adhering to government and legal codes Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Real-Time Updates Receive system updates as soon as any changes are made Data Visualization Graphical representation of data Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Approval Process Control Manage the process of evaluating documents or requests submitted for approval AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Utility Billing Measure, collect and manage the billing for utility usage including water, electricity, gas, sewage and more Customizable Fields Customize data fields to support various needs and use cases Customizable Forms Customize contracts and forms to collect specific information Access Controls/Permissions Define levels of authorization for access to specific files or systems Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Budgeting/Forecasting Create budgets based on historical data and future projections For Government Intended to be used by governmental agencies Third-Party Integrations Set up connections to third-party platforms to improve business processes General Ledger Centralized accounting record which tracks all financial transactions API Application programming interface that allows for integration with other systems/databases 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 Defect Tracking Process of tracking logged defects (errors) in a product or service to create new versions to fix the error Electronic Signature Digitally sign online documents Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Data Import/Export Import and export data to and from software applications Generative AI Use AI to generate content in the form of text, images, videos, etc. Nonconformance Tracking Identify issues and deviations from specifications Surveys & Feedback Gauge satisfaction and receive information for improvement and success Access Controls/Permissions Define levels of authorization for access to specific files or systems API Application programming interface that allows for integration with other systems/databases AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Real-Time Data Receive data and information in real time API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Labor Cost Reporting Report on the allocation and distribution of labor costs across projects Service History Track work performed and resources used for past customers, sites, or assets Task Management Create, manage and track all task activities and progression Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Calendar Management Track and manage schedules and meetings via an integrated calendar Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Customizable Reports Alter the layout and content of reports Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Inventory Management Track and manage inventory levels to maintain proper supply Access Controls/Permissions Define levels of authorization for access to specific files or systems Work Order Management Creating, assign, and track jobs and/or tasks for work orders Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Logbook Tracking Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Equipment Maintenance Manage procedures that ensure organizational equipment remains in working condition Assignment Management Assign issues and tasks based on availability or required skills Document Management Store, manage, and track all electronic documents in a centralized location Third-Party Integrations Set up connections to third-party platforms to improve business processes Cost Tracking Process to track, record, and analyze expenses that occurred over the entire duration of a given project Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests Manuals Workflow Management Create, design and manage workflows for repetitive tasks Inventory Tracking Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items Generative AI Use AI to generate content in the form of text, images, videos, etc. Asset Lifecycle Management Manage assets throughout their lifecycle to optimize profit Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Components Tracking Customizable Fields Customize data fields to support various needs and use cases Repair Tracking Allows service businesses to track ongoing repairs Purchase Order Management Create, send, and track purchase orders and their statuses Multi-Location Manage and support multiple locations For Airlines Created for use in the aviation and air transportation industry Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes 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 Historical Reporting Information, data and reports that are being tracked over time Status Tracking Track the status over time for a request, process, asset, or transaction Real-Time Data Receive data and information in real time Employee Management Track employee schedules, availability, and performance across projects and tasks Show More ## Top-Rated Alternatives [ ![SAP Cloud ERP (SAP S/4HANA Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/edf2d15ffc689390deffd10a34a9fc03/sap-cloud-erp-sap-s-4hana-cloud.svg "SAP Cloud ERP (SAP S/4HANA Cloud)") SAP Cloud ERP (SAP S/4HANA Cloud) 4.4/5(1,061) ](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews) [ ![NetSuite](https://images.g2crowd.com/uploads/product/hd_favicon/4b02508eaf1eed7c1c991b5f0ce3fab7/oracle-netsuite.svg "NetSuite") NetSuite 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[View Glossary](/glossary) [Inventory Pricing](/glossary/inventory-pricing) Inventory pricing helps businesses estimate the value of their products or services. Learn more about inventory costs and inventory pricing methods. [Product Catalog](/glossary/product-catalog-definition) A product catalog is online or offline marketing material for all the products an enterprise has or wants to sell to customers designed to display relevant product details that help buyers make informed purchase decisions. [Audit Trail](/glossary/audit-trail) An audit trail is a chronological record of who did what, when, and where in a system or process. 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