可訂製功能例如發票格式 (PDF / Excel)，流動工作單 (Mobile Work Order Form，於手機直接瀏覽工作單內容，上傳現場相片並報告進度)
Automate Bid Processing for Property Management Company Projects
Automate Bid Processing for Property Management Company Projects
Tailored for minor works contractors in Hong Kong who frequently bid on projects from property management companies, significantly enhancing the automation of various operations
Tailored for minor works contractors in Hong Kong who frequently bid on projects from property management companies, significantly enhancing the automation of various operations
Detect the email for receiving the bids, analyze the content of the new bids, and match the property management company with its property automatically
Support tender document formats for major property management companies in Hong Kong, such as Kai Shing, Sino, etc
Create new Project record and Quotation automatically after successful pairing
Enter the project quotation amount into the Quotation record for analysis and reporting purposes
Customizable functions such as automatic entry of Tender Reply Form, project cost calculation
Analyze and process updated versions of tender documents and Quotation for the same project
Data Statistics and Analysis
Automatically count project quotation records, analyze success rates by customer/project type, and generate reports regularly, making it easier for sales staff to identify target customer groups and project types
Core Daily Operations
Manage all bidding and project-related communication records and project documents
Invoice Schedules can be arranged according to the project payment terms and automatically monitored by the system to ensure that no invoices are missing
Automatically create Purchase Orders to contractors and material suppliers based on cost calculations of Quotation; monitor material delivery progress or outsourcing work completion dates
Automatically generate Accounts Receivable Reports and Accounts Payable Reports regularly, and automatically prepare monthly statement emails to relevant customers
All project income and expenses will automatically generate accounts in the Accounting General Ledgers module, with accounting colleagues to input other data; the system can generate financial reports regularly (Trial Balance, Profit & Loss Report, Balance Sheet)
Customizable functions such as Invoice format (PDF / Excel) and Mobile Work Order Form (directly browse the work order content on mobile phone, upload on-site photos and report progress)
