Seamless e-mail integration
Contractors can easily send invoices and change orders to a designated e-mail address. The system automatically captures these e-mails, including attachments, and assigns them to the relevant order. These emails are then routed to the appropriate user’s to-do list via Workflow Management, ensuring smooth task delegation and tracking.
Benefits at a glance
A service can be implemented to automatically capture invoices received via e-mail from your mailbox. This can be defined both at the company and project levels.
Change orders sent via e-mail are automatically captured and assigned to the appropriate project. This service can be customized at both the company and project levels for flexible management.
If a user has approvals or tasks to complete, reminder e-mails can be sent cyclically. This is particularly useful for users who don't access the software on a daily basis.
In cases where external users need to be informed, automated e-mails with predefined texts and various generated documents can be sent. For example, an approval sheet can be automatically sent to accounting or the client.
