Openforce Features
Platform Basics (7)
Interoperability
Connects to external systems and applications as needed to complete team workflows.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Portal
Contains a portal to facilitate third-party or client application access.
Payment
Contains built-in payment processing capabilities or integrates with payment processing software
Dashboard
Has a centralized dashboard for users to interact with.
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Performance
Performs and secures payments efficiently on both the user and the consumer ends
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Portal
Contains a portal to facilitate contractor access to payments
Platform Performance (5)
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Application Monitoring
Contains application performance monitoring capabilities.
Interoperability
Connects to external systems and applications as needed to complete team workflows.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Monitoring
Contains application performance monitoring capabilities.
Platform Functionality (24)
Document management
Manages necessary docuements for ease of visibiltiy and access.
Requalification
Automated compliance renewal notifications.
Compliance
Tracks contractor compliance levels and renewa dates.
Bid Management
Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Supplier Management
Manage all supplier data and operations
Inventory Management
Track and manage inventory levels to maintain proper supply
Task Management
Create, manage and track all task activities and progression
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Contractor Management
Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)
Proposal Management
Creating, submitting, and tracking a sales proposal or bid submitted in response to a request for proposal.
Safety Management
Identify and assess hazards to ensure the well-being of employees, assets, and the environment
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Contract/License Management
Track, store, and access client contracts or licenses
Job Management
Manage and track all job information and associated tasks
Timesheet Management
Track the amount of time spent on a job or task
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
Subcontractor Management
Track information, qualifications, and contact details of subcontractors
Workflow Management
Create, design and manage workflows for repetitive tasks
Purchase Order Management
Create, send, and track purchase orders and their statuses
Platform Additional Functionality (6)
Onboarding
Onboard workers via online, classroom, or external training.
Pre-qualifiation
Pre-qualify contract workers via reference, record, background check.
Subcontractor Monitoring
Ensure subcontractors are working safely on client sites and document audits/inspections for reference.
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Mobility
Is accessible from a mobile device and by users on the go.
Portal
Contains a portal to facilitate third-party or client application access.
Platform Content (2)
Selection Management
Track and organize selection of freelancers and contractors.
Invoicing Tool
Invoice generation and submission for managing freelance, contract, and extended workforce.
Platform Administration (3)
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Integrations
Integrates with third-party HR software, such as systems for payroll, time & attendance, or core HR.
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Compliance
Maintains compliance with payroll regulations.
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Reporting
Provides analytics tools that reveal payment metrics of contractors over time
Platform Payment Content (3)
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Document management
Manages necessary information of contractors for ease of visibiltiy and access.
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Invoicing Tool
Generates invoices from HR departments for managing freelance, contract, and extended workforce.
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Wage access
Gives employees the ability to view, manage, and withdraw earned wages before payday.
Generative AI (1)
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Additional Functionality (32)
Estimating
Estimate expected cost based on various factors before a project begins
Budgeting/Forecasting
Create budgets based on historical data and future projections
Team Collaboration
Allow multiple team members to edit and work on the same document
Scheduling
Plan availability and assign specific time slots for tasks and resources
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Updates
Receive system updates as soon as any changes are made
Electronic Signature
Digitally sign online documents
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Task Scheduling
Track and manage the scheduling of tasks
Multiple Projects
Ability to handle several projects simultaneously
Contractor Database
Easily track all contractor information in one centralised location
Qualification Tracking
Track certifications, qualifications, and licenses for employees, contractors, etc.
Project Tracking
Monitor the progress of projects from start to finish
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Mobile App
Access the system via a mobile application
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Job Costing
Calculate total itemized costs, including initial costs and any changes
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Equipment Tracking
Track the location of specific equipment at all times
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Customizable Forms
Customize contracts and forms to collect specific information
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Customizable Reports
Alter the layout and content of reports
Project Time Tracking
Measure time to completion or hours worked for projects
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
API
Application programming interface that allows for integration with other systems/databases
Cost Estimating
Forecast the cost and resources required to complete a project
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Platform Basics - Contractor Payments (1)
AI Agent
Comes with an agentic agent capable of handling contractor payment activities with little human-in-the-loop intervention necessary.