Reporting is also customizable to your preferences. You can receive daily, weekly, monthly, quarterly or yearly reports via mail or SMS.
The emphasis is on the notification & reminder system, which minimizes the risk of missing out on any crucial piece of information.
Here is an example of several automated reports that we can offer out of the box:
- Sales summary
- Daily activities summary
- Incomplete assignments
- Bank account status
- List of due invoices
- Late deliveries
- List of quotes waiting to be confirmed
- General daily report (vacations, resource reservations, business trips)
