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Daftra work orders and projects management software provides management of all entries and actions taken on projects contracted with your clients, and allows recording various financial operations and monitoring their movements in terms of revenues and expenditures providing a final summary showing the profit resulting from the project.
Work Orders software is directly integrated with Daftra CRM, Sales, Accounting and Inventory management software; all various procedures are covered, from keeping appointments and notes, creating sales and purchase invoices to recording exchange movements and linking inventory, as well as adding project expenses, all of which are viewed in separate, simplified windows to remain informed with all project details.
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Workflows
Work Orders
Booking
Leasing & Reservations
Rental & Units
Manufacturing
Start your various clients projects with a file that contains project data and details in addition to all financial transactions and related appointments and notes.
Record various operations, including sale/purchase invoices, expenses/revenues, and outbound requisitions warrants from inventory. View each transaction type is displays in a dedicated window with clear summaries.
Assign the project to one or more employees so that each of them can view the project details and take the required actions in accordance with their assigned privileges.
Follow all the procedures and processes recorded on the project by the employees in charge as well as the date and time of recording the movement.
Records all financial transactions that are classified under the project income and expenses. View a summary of each projects’ results and display the total revenues and expenses allowing future decisions for maximum profits.
Be aware of the latest procedures or processes that have been recorded within the project file. Record various notes, upload related attachments, documents and share them with the customer who owns the order.
Adjust work order statuses freely. Rename, recolor, and set default statuses. Choose whether a project is "open" or "closed," and keep your clients informed automatically via SMS or email as the status changes.
Customize work order templates to match your industry. Choose what data to display, add custom fields, and format entry screens to suit different project types. Share the final layout with your client account.
Send text messages to clients and project management personnel. Inform them of the latest developments or future actions, or remind them of agreed deadlines.
Automatically notify customers of the due invoices and send the customers the link to view the invoice.
View a set of detailed reports to show the list of work orders and projects registered on the account, and know their status, the project’s client within each project and easily track progress and profitability.
Daftra is rapidly and constantly growing and our support expands in response. Our forever updates, whatever your plan is, ensures your software is always covered so your business can grow with Daftra.
Daftra is GDPR-compliant, hosted on cloud-based servers, and 256-bit SSL-encrypted to ensure your data integrity, safety, and security.
Daftra support caters to every business need, 24/7, to our customer base utmost satisfaction. With or without Daftra user manuals, you are never lost looking up anything to use our system efficiently, quickly, and smoothly.
Wherever or whenever you are and from any logged-in device, get instant cloud-based access to run your business. And with Daftra’s desktop app, you can issue invoices immediately even when you’re offline.
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