L2L 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.
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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.
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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.
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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.
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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
Planning (4)
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Identify Demand
Calculate demand by consolidating data from multiple sources.
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Manage Resources
Track resource availability for raw materials and production capacity.
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Production Plans
Generate production plans based on demand and resource availability.
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Optimization
Ability to improve production plans using historical data.
Scheduling (5)
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Production Schedules
Allowa supervisors to convert production plans into production schedules.
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Deployment
Implement production schedules on the shop floor in multiple locations.
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KPI Monitoring
Tracking the status of previously identified performance measurements
Shop Floor Management
Manage and control operations that take place on the shop floor or factory floor
Scenario Planning
Develop potential scenarios to identify risks and opportunities
Workflow & Automation (5)
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Safety checks & inspections
Provide templates, forms and checklists to record tasks, inspections, and progress
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Customizable Workflows
Allow users to configure workflows that predicts issues and alerts teams in real-time
Dynamic SOP Promotion
Trigger dynamic distribution or reinforcement of SOPs when deviations or defects occur.
Nonconformance Event Management
Enable tracking and detection of nonconforming events and suggest corrective actions.
Safety & Incident Logging / Compliance Reporting
Log safety/quality incidents and generate compliance reports.
Execution (3)
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Planning
Create work plans for predefined periods such as weeks or months, and allow users to create custom periods.
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Scheduling
Assign activities to workers based on availability, qualifications, and other criteria.
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Collaboration
Allows employees to collaborate on tasks and ask for help from supervisors.
Analytics & Reporting (3)
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Monitoring
Track the status of work activities per location, employee, or team.
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KPIs
Monitor task completion, employee productivity, and other metrics.
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Customizable Analytics / BI Integration
Allow users to build custom dashboards or connect to BI tools
Data Management (5)
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Aggregation
Consolidate manufacturing information from multiple sources
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Data Models
Structure data using hierarchies to make it easier to use and manage
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Propagation
Ability to trasnfer data between shop floor systems and software products
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Data Collection
Provide features for manual and automated data collection
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Cleansing
Process manufacturing information to remove errors and duplicated data
Analytics (6)
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KPIs
Include standard KPIs to monitor manufacturing quality
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Real Time
Deliver real time data on manufacturing operations and processes
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Dashboards
Customizable dashboards display KPIs and metrics in real time
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Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
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Performance
Analyze performance for individual assets, by category or location.
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Budgeting/Forecasting
Create budgets based on historical data and future projections
Asset Definition (4)
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Asset Register
Create a list of all the assets owed by a company.
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Relationships
Define relationships between various types of assets.
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Costs
Identify the value of each asset and keep it up to date.
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Types
Define and manage linear assets, facilities, and fixed assets
Asset Tracking (4)
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Status
Monitor the status of multiple types of assets.
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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
Inventory (3)
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Locations
Track inventory of assets accross multiple locations.
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Spare Parts
Manage the inventory of spare parts needed for maintenance.
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Valuation
Calculate the value of the inventory of assets and spare parts.
Depreciation (2)
Asset Value
Calculate the value of assets at each stage of their lifecycle.
Decomissioning
Track the costs of retiring assets when they become obsolete.
Maintenance (6)
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Inspections
Plan inspections to monitor the status or equipment and fixed assets.
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Planning
Schedule maintenance activities based on asset type, usage, and warranties.
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Predictive
Provide features for predictice maintenance operations.
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Corrective
Allows users to perform corrective maintenance activities.
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Unplanned
Ability to manage unplanned maintenance tasks.
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Optimization
Identify opportunities to optimize asset use and maintenance operations.
Field Service (12)
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Planning
Assign human and material resources to maintance tasks.
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Tracking
Monitor field activities such as installation, maintenance, or callibration.
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
Monitoring (3)
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Use
Monitor asset use across multiple locations and keep history.
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Reliability
Track asset reliability data such as downtime or idle time.
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Risk
Identify various types of risks such as non-compliance or safety violations.
Contract & Warranty (3)
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Contracts
Define and manage maintenance contracts for various types of assets.
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Warranties
Manage warranties, related maintenance operations, and costs.
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SLAs
Comply with the service level agreements (SLAs) included in contracts.
Integration (4)
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ERP
Provide integration with ERP systems
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CAD & PLM
Provide integration with CAD and PLM software
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Accounting
Provide integration with accounting solutions
Asset Accounting
Manage adding fixed assets to proposed budgets
Condition Monitoring (9)
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Predictive Inspection
Perform inspections and testing while the equipment is in service
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Monitoring
Gather data about equipments and their environmental characteristics such as temperature or humidity.
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Condition-Based Maintenance
Define and implement maintenance schdules based on real ime data and precitive analysis.
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Asset Types
Monitor cvarious type of assets such as equipment, facilities, or networks
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IoT Monitoring
Use IoT to monitor assets accross multiple locations and work centers
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Predictive Maintenance
Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms
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
Detection & Identification (3)
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Failure Detection
Perform diagnostics and compare with historical failure data
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Source Identification
Allow users to find the sources of failure patterns and anomalies.
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Proactive Alerts
Notify users when there is a risk of failure or malfunction
Analysis & Insights (3)
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Root Cause
Identify the root cause of equipment failures
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Recommendations
Recommend preventive actions to to address issues before they occur.
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Systemic Risks
Identify risks that may impact asset performance accross multiple locations.
Generative AI (3)
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
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AI Image-to-Text
Converts images into a textual description, identifying key elements.
Production Control - Manufacturing Execution System (MES) (5)
Scheduling
Generate production schedules based on demand and inventory availability
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Dispatching
Create work orders and dispatch them based on availability of personnel and work stations.
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Execution
Deploy work orders on the shop floor to personnel and equipment.
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Production Monitoring - Manufacturing Execution System (MES) (5)
Materials Movement
Track the movement of raw materials and components between the warehouse and the shop floor.
Quality Control
Implement quality control checks to comply with industry standards and regulations.
Operations Traceability
Monitor work orders execution to identify non conformity with scheduling.
Safety Management
Identify and assess hazards to ensure the well-being of employees, assets, and the environment
Bills of Material
Material list of manufacturing parts and associated costs
Data Collection and Analysis - Manufacturing Execution System (MES) (4)
Performance Analysis
Analyze production operations to identify bottlenecks and opportunities for improvement.
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Machine and equipment
Allow for bidirectional data transfers between the software and industrial equipment.
Document Control
Manage documents related to production and quality such as engineering drawings.
Collect Manufacturing Data
Gather manufacturing data from multiple sources (software, equipment, and sensors).
Integration - Manufacturing Execution System (MES) (3)
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Machine and equipment
Allow for bidirectional data transfers between the software and industrial equipment.
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Manufacturing Software
Integrate with other manufacturing solutions such as ERP, quality management and asset management.
Internet of Things (IoT)
Synchronize manufacturing data with IoT networks and devices.
Artificial Intelligence - Manufacturing Execution System (MES) (4)
Predictive Analytics
Use machine learning to predict production output or equipment downtime.
Real-time Monitoring
Identify deviations from optimal performance and recommend corrective actions in real-time.
Adaptive Planning
Generate intelligent production plans that can adapt to changes in real time.
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Agentic AI - Advanced Planning and Scheduling (APS) (1)
Adaptive Learning
Improves performance based on feedback and experience
Agentic AI - Manufacturing Intelligence (1)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Predictive Maintenance (1)
Natural Language Interaction
Engages in human-like conversation for task delegation
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
Agentic AI - Manufacturing Execution System (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
Enterprise Management (5)
Cross & Multi‑Site Governance
Allow centralized enforcement of corporate standards, while supporting site‑specific variations.
Site Reporting and Analytics
Report metrics at both individual site and consolidated enterprise levels.
Cross‑Site Collaboration & Communication
Provide channels for idea sharing, communications and collaboration across different sites and facilities.
Multi-Device Scalability
Provide enterprise-wide support across smartphones, tablets, and wearable devices.
Role-Based Access Control (RBAC)
Provide enterprise-grade role/permission management for different user groups.
Agentic AI (3)
Actions & Autonomous Execution
Capable of autonomously perform or propose task actions on behalf of users.
Real‑Time Translation & Transcription
Support live transcription/translation of video/audio and contextual AI support.
Predictive & Prescriptive AI
Use AI models to predict anomalies, prescribe corrective actions, or suggest best next steps.
Knowledge Capture (4)
Frontline Knowledge Capture & Sharing
Allow frontline workers capture ideas, best practices, videos, and distribute them.
Content Versioning & SOP Updates
Track changes to work instructions and notify relevant users of updates or revisions.
Embedded Microlearning
Offer contextual training modules or tips that appear during task execution to reinforce skills.
Offline Knowledge Access
Ensure workers can access SOPs/training offline on mobile/wearables.
Data & Integration (2)
Open API & Extensibility
Provide open APIs and SDKs for developers to extend platform capabilities.
ERP / MES / EAM Integration
Synchronize tasks, assets, and other data with enterprise systems such as ERP, MES, or EAM.
Additional Functionality (206)
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
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
Bills of Material
Material list of manufacturing parts and associated costs
Process Modeling & Designing
Visually identify, define, and map all details and relationships surrounding business process models and elements
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
"What If" Scenarios
Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities
Task Management
Create, manage and track all task activities and progression
Process Control
Monitor and manage manufacturing and production processes.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Color Codes/Icons
A way to visually represent data where different categories of items are marked with different colors
Quality Management
Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.
Packaging
License bundling
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Demand Forecasting
Forecast customer demand using historical insights and simulations
Gantt Chart
Create appealing visualizations to illustrate and coordinate project benchmarks and dependencies
Material Requirements Planning
Material requirements planning software manages the scheduling and inventory control for manufacturers.
Production Scheduling
Plan and schedule the use of production resources
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Multi-Location
Manage and support multiple locations
Raw Material Tracking
Track the availability of raw materials in the production lifecycle
Capacity Planning
Determine and plan production capacity based on changing demands
Traceability
Track and document the history, application, or location of an item or activity
Order Management
Manage and track customer orders for goods, investments, or any other purchases
ERP integration
Integrate with existing ERP systems
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Inventory Management
Track and manage inventory levels to maintain proper supply
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Preventive Maintenance
Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Mobile Access
Access software remotely via mobile devices
Quotes/Estimates
Generate quotes or estimates for customers
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Change Management
Track and monitor efficient handling of all changes/transitions
Scheduling
Plan availability and assign specific time slots for tasks and resources
Status Tracking
Track the status over time for a request, process, asset, or transaction
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
API
Application programming interface that allows for integration with other systems/databases
Real-Time Data
Receive data and information in real time
Document Management
Store, manage, and track all electronic documents in a centralized location
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Prioritization
Arrange tasks based on the level of priority or urgency
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Forecasting
Form predictions based on past and present data/trends
What-if Analysis
Provides varying estimates based on different scenarios
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Data Visualization
Graphical representation of data
Supplier Management
Manage all supplier data and operations
Production Management
Manage the end-to-end production process for manufacturing operations
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Shop Floor Management
Manage and control operations that take place on the shop floor or factory floor
Quotes/Estimates
Generate quotes or estimates for customers
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Resource Allocation
Assign available resources to various projects and tasks
Quality Management
Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.
Built-in Accounting
Accounting functionality within the system, not requiring integration with third-party tools
Supplier Management
Manage all supplier data and operations
Purchase Order Management
Create, send, and track purchase orders and their statuses
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Workflow Management
Create, design and manage workflows for repetitive tasks
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Document Management
Store, manage, and track all electronic documents in a centralized location
Product Information Management
Import product information from third party sites or create your own, adjust descriptions and make other changes as required
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Data Visualization
Graphical representation of data
Supply Chain Management
Manage the planning and execution of supply chain activities
Shipping Management
Manage and track orders being shipped to customers
Task Management
Create, manage and track all task activities and progression
Multi-Location
Manage and support multiple locations
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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
Data Collection
Process of gathering, measuring, and analyzing accurate data
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Data Import/Export
Import and export data to and from software applications
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Forecasting
Form predictions based on past and present data/trends
Estimating
Estimate expected cost based on various factors before a project begins
API
Application programming interface that allows for integration with other systems/databases
Inventory Management
Track and manage inventory levels to maintain proper supply
Production Management
Manage the end-to-end production process for manufacturing operations
Warehouse Management
Manage and track operations and inventory within warehouses
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
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
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Contract/License Management
Track, store, and access client contracts or licenses
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Task Scheduling
Track and manage the scheduling of tasks
Mobile Access
Access software remotely via mobile devices
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Customizable Fields
Customize data fields to support various needs and use cases
Scheduling
Plan availability and assign specific time slots for tasks and resources
Customizable Forms
Customize contracts and forms to collect specific information
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
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
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Calendar Management
Track and manage schedules and meetings via an integrated calendar
API
Application programming interface that allows for integration with other systems/databases
Fixed Asset Management
Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
Purchase Order Management
Create, send, and track purchase orders and their statuses
Job Management
Manage and track all job information and associated tasks
Document Management
Store, manage, and track all electronic documents in a centralized location
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Inventory Management
Track and manage inventory levels to maintain proper supply
Workflow Management
Create, design and manage workflows for repetitive tasks
Multi-Location
Manage and support multiple locations
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Equipment Tracking
Track the location of specific equipment at all times
Customizable Reports
Alter the layout and content of reports
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Task Management
Create, manage and track all task activities and progression
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
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Technology Glossary Features
View definitions of the features and discover new technology terms.
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.
Work order management is the process of creating, implementing, and tracking work in industries such as manufacturing, retail, utilities, or construction.


