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- To Do
- Reminders
- Leads
- Clients / Customers
- Projects
- Calendar / Dispatch
- Resources
- Arrange resources based on industry; rate resources based on skills
- Resources can be subcontractors, vendors, give ability to add categories of resources such as distributors, government agencies, insurance carriers, etc.
New Features [TEST]
Resilient Pro Features Available for All Industries
- Inventory
- Forms
- Help Desk / Ticket System
- Assign and update tickets, communicate via tickets, etc. Modern helpdesk.
- Administration & Settings
- Quickbooks Integration
- Outlook Integration
- Company Settings / User Roles / User Settings
- Master Administration Backend
ADDITIONAL FEATURES
Time Management
◦ Each task has time entries: The time is defined in hours and minutes. There will be multiple time entries associated with a task. The time will by default be added to the employee/user to whom task is associated but system has flexibility to add time entries for other employee also.
◦ Easy-to-use timers : Task shows a timer with option to start and stop. As soon as user starts working on the task the timer is started and when work is done the time is stopped. This will automatically add time entry to the task for the user.
◦ Manual time entry : You have the possibility to add hours and minutes yourself manually.
◦ Timesheet : Based on the time spent on various task a timesheet is created automatically. No hassle of creating the timesheet manually.
◦ Daily/Weekly/Bi-Weekly/Monthly timesheet : The system provides a configuration where you can actually configure how the timesheet is calculated. The number of days/week/month option can be used to make it easy.
◦ Submissions : Timesheet is configured to be sent as mail/fax automatically to manager/leader/payroll specialist. This can be configured very easily. Customizable so that submission is done at multiple levels.
◦ Approvals : The approval process approves the timesheet. This timesheet after approval can be used to create invoice.◦ Keep a historical record of every hour your employees spent working!
Task Management
◦ Time tracking integrated into tasks (it makes all the difference in reporting)
◦ Have an estimated time on the task.
◦ Ability to create Task Templates
◦ Use Milestones to group tasks and easily manage deliverables
Possibility to create milestone and assigning the tasks to milestone. Use the estimated time on the tasks to create a milestone timeline. The estimated timeline can be used to monitor the progress the milestone.
◦ Schedule tasks to the calendar quickly with click of a button
Administration & Customization
◦ Set default work types : Setting up work types/ services.
◦ Set default billable rates : Setting up different Services/Products.
◦ Invoices : Invoices are paid in Quickbooks and then syncs back to Resilient.
◦ Upload your logo
◦ Daily emails on current and past due tasks
◦ Automated Reminders: Reminder through e-mail/onscreen alerts.
◦ Module Customization
◦ Audit Trail : Track all activities of all users when accounts are updated etc.
User Management
◦ Control user access to projects & project notes : User access management with Read and Write permission on project and document. Invite users with mail.
◦ User Roles : Easier to add/edit/disable users and roles in the system.
◦ Link Sharing : If someone wants to share some details with someone not using this system he can send it as a one-time link. The link will expire after a few days of few uses.
Lead & Marketing Board
◦ This board will track all the leads in the system: Efficient dashboard to see all leads along with the status of each lead.
◦ Easily create and send estimates on the fly on Web or on Mobile. The estimate is sent to the client as a PDF
◦ Add/Edit & Track Marketing Campaigns
◦ See cost of marketing campaigns compared with revenue of campaign and number of jobs
◦ Add notes, expenses, set tasks, follow up dates, see which campaigns are yielding to more profits/revenue
◦ Set reminders, anniversary / birthday dates
◦ Set marketing routes/groups
Project Board
◦ A project can be created with a click of a button or it can be created from a lead that turns into a project.
◦ Create project templates : Configure the template and add different items with default settings. While creating a project template can be used for setting up the default setup of the project. The template can be extracted from an existing project or it can be set up using the configuration.
◦ Project is tracked in all phases from start to finish. Projects can be completed/closed as well as cancelled or put on hold.
◦ Project Collaboration to communicate effectively on project documents, and uploads.
◦ Set due dates on project deliverables and milestones. Notify project contacts of due dates and turn overdue milestones/tasks red after due date if not completed.
◦ Track project expenses : Track project expenses
Accounting Board
◦ See the status of all invoices / projects whether billed or not, if so, how much and the status.
◦ Set follow up dates, add notes. User can see billed invoices, unbilled invoices. Current actions/stage of collection effort on this board.
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