Features

Below is a precise list of features that shall be made available in the new version of iMAk software.

• User Management:

  • User authentication and authorization.
  • User roles and permissions (Admin, Sales, Technician, etc.).

• Lead Management:

  • Add, edit, and delete leads.
  • Lead status tracking (e.g., New, Contacted, Qualified).
  • Attach documents or notes related to leads.
  • Lead source tracking.

• Deal Management:

  • Finalize and manage deals associated with leads.
  • Deal stages tracking (e.g., Prospecting, Negotiation, Closed-Won, Closed-Lost).
  • Attach documents or notes related to deals.
  • Deal Payment
  • Setup Auto-Payment

• Work Order Generation:

  • Generate work orders from closed deals.
  • Scheduled Services to be generated.
  • Assign work orders to specific technicians or teams.
  • Set priorities and due dates for work orders.
  • Attach relevant documents or specifications.

• Work Order Processing:

  • Update work order status (e.g., In Progress, Completed).
  • Log work performed and materials used.
  • Capture time spent on each task.
  • Generate invoices based on work orders.

• Customer Management:

  • Maintain a customer database.
  • View customer history, including past deals and work orders.
  • Contact information and communication history.

• Payment & Receipt Management:

  • Manage payments done to vendors.
  • Manage payments received from clients.

• Calendar and Scheduling:

  • Integrated calendar for tracking appointments, meetings, and deadlines.
  • Schedule follow-up activities for leads and deals.
  • Technician schedules for efficient work order assignments.

• Document Management:

  • Upload and store documents related to leads, deals, and work orders.
  • Version control for documents.
  • Access control for document privacy.

• Reporting and Analytics:

  • Generate reports on lead conversion rates, deal closure rates, and work order efficiency.
  • Track key performance indicators (KPIs).
  • Customizable dashboards for real-time insights.

• AI Generated Work Orders:

  • Using Intelligent and smart technology for assignments of work orders

• Integration with External Systems:

  • API integration with third-party tools (e.g., Zoho, payment gateway etc.).
  • Real time data synchronization

• Customer Portal:

  • Allow customer to login to their Portal.
  • Customer can view their deals, scheduled work orders, work order history etc.
  • Customer can make online payment.
  • Customer can raise a support ticket for any kind of assistance.
  • Customer can provide technician ratings.
  • Customer can track the payment history.

• Mobile Responsiveness:

  • Access the ERP system on various devices, including smartphones and tablets.

• Security Features:

  • Secure user authentication and data encryption.
  • Role-based access control to restrict data access.

• Audit Trail:

  • Track changes made to leads, deals, and work orders.
  • Maintain an audit trail for accountability.

• Backup and Recovery:

  • Regular automatic backups of the database.
  • Ability to restore data in case of system failures.

• Scalability:

  • Design the system to handle a growing number of leads, deals, and work orders.
  • Generic development methodology to add as many functionality and components as and when required.

• User-Friendly Interface:

  • Intuitive and easy-to-use interface for all users.

• Customization:

  • Allow customization of fields and forms based on business requirements.