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Solution: Quoting and Job Management System

Seamless creation, management and tracking of jobs.

RAC Finance

CLIENTS

Please click on the client logos below to learn about the custom software
solution we developed to help their business.

About – RAC Finance

Thanks to OneIT, RAC Finance has been able to deliver a cutting edge loan approval system which has streamlined our loan processing and delivered remarkable savings in time and costs. OneIT took time to understand our business needs and developed a solution that enables us to deliver superior customer service.

Brian Darling
General Manager, RAC Finance
www.rac.com.au

Workflow Management & Systems Integration

RAC's latest software allowed them to multiply their business without having to take on extra personnel.

Issues

RAC's pre-existing software for loan applications was particularly time-consuming, requesting manual data entry from specifically qualified employees at each and every phase, from credit queries and appraisals to estimate and file creation.

Solutions

We developed the tailor made software package FASTRAC, a stand-alone internal system for handling loan applications from estimate to settlement.

Features

Customers to input information directly online
The automated incorporation to external platforms, like credit checking and accounting
Effective output of paperwork, which includes estimates and legal agreements
Monitoring and control over the application process

Benefits

FASTRAC’s easy-to-use software gives the personnel a workflow system that successfully handles and simplifies their everyday tasks – making sure all loan application procedures are implemented and reducing the danger of applications being overlooked.

Clients are now able to create their own individual offers and make an application for a loan at any given time and place that’s convenient for them, using the additional advantage of immediate authorization (subject to verification).

Bottom line Benefits

FASTRAC has established itself as the principal software in RAC Finance’s day-to-day business. The advantages obtained ensured that they can process 280% more loans without rise in personnel requirements.

Capital Recycling

CLIENTS

Please click on the client logos below to learn about the custom software solution we developed to help their business.

About – Capital Recycling ​

OneIT introduced a software solution that effectively controls the entire job management process of Capital Recycling.

www.capitalrecycling.com.au

Management System

Having a powerful Job Management system installed Capital Recycling now has ability to deliver a better service to all their clients. Seamlessly integrated individual components, including CRM, quote generator, job manager, asset scheduler, invoice creator and receipt generator are working together to make the job management process more efficient.

Issues

Capital Recycling is a leading, experienced expert in Perth for the recycling of concrete and other building materials collected from civil construction sites and demolition projects. With the increasing demand for recycling necessities, the number of new job opportunities increased immensely. But Capital Recycling staff, equipped with a poorly operated, spreadsheet based job tracking system, was failing to manage jobs effectively with the increasing business demand. As a result, the management team of Capital Recycling decided to introduce an automated job management system.

Solutions

After analyzing their requirements carefully, OneIT introduced a software solution that effectively controls the entire job management process of Capital Recycling.

Features

A CRM to store all the communication records and task notifications
In built quote generation tool with an edit option
Quote generation tool with edit options and ability to send quotes directly to clients
Automated invoice creation and receipt management
System directly Links with MYOB
A new dashboard to check the progress status and financial status of projects

Benefits

Capital Recycling now has the ability to deliver better service to all their clients, by integrating all the job management processes through a powerful central database.

Bottom Line Benefits

With the new job management system, Capital Recycling now can complete all their demolition projects in a more efficient way. As a result of well-organized job management, they have more capacity to accept addiitonal demolition projects which will increase their company revenue.

Tools and Technologies

  • html
  • css
  • JQuery
  • wordpress
  • PHP

Height Safety Solutions

CLIENTS

Please click on the client logos below to learn about the custom software
solution we developed to help their business.

About – Height Safety Solutions

From the moment that I first placed a call to OneIT I have had nothing but courtesy, cooperation and a willingness to deliver responses from everyone in the team. Their “can do” attitude is an absolute breath of fresh air.

Kim McIntosh
General Manager
www.hssgroup.com.au

Job, Quote and CRM System

Height Safety Solutions (HSS) is now capable to present a client expertise that’s as qualified as the safety-critical expertise and resolutions.

Issues

As suppliers of height safety solutions to be employed in commercial, residential and industrial settings, the HSS team well known for reliability, regardless of whether they’re designing and installing safety systems, or delivering height safety items. However, their Access-database management software was inadequately developed. Actually, it hadn't been designed - the time consuming process had developed over time in a piecemeal manner over a long time, giving the HSS staff minimal influence over the work, estimate and client relationship management, and also the quality and presentation of their client paperwork.

Solutions

The work, estimation and client relationship management application OneIT created for HSS provides them with full access over project workflows, enterprise information and documentation. All of which can be customized providing a more professional appearance.

Features

An estimate management software which produces files from a variety of estimating web themes customized to a particular tasks/projects, enabling a large number of items being integrated, whilst saving, emailing as well as audit modifications and different versions
A reporting dashboard for obtaining high-level sales information presenting business-critical knowledge to the accomplishment of the Sales team - a robust sales tracking software which can handle and provide large volumes of unprocessed data in an easy-to-use structure
A task management system that instantly generates a job card on approval of the estimate, just as before with a number of web themes for various tasks/projects, each one with an appropriate Job Safety Analysis (JSA) form outlining the risks and hazards associated with the job
iPhone/iPad admission to JSA documents, so onsite personnel can complete the required safety-related paperwork
Instant ‘job complete’ SMS notifications for site supervisors
A centralised CRM software featuring organisation-wide admission to past client files as well as latest sales potential clients, with the ability to record all customer correspondence

Benefits

This highly effective software allows the harmonious generation, management and monitoring of tasks/projects and estimates. It also facilitates to assure HSS meets OHS regulations and customer requirements. Along with reducing the HSS staff effort, it assists to improve and enhance the sales approach, boosting the HSS client experience with appropriately branded and tailored paperwork.

Great Aussie Patios

CLIENTS

Please click on the client logos below to learn about the custom software
solution we developed to help their business.

About – Great Aussie Patios

The end result is a great addition to my business that helps all my staff work more efficiently and effectively. David, Yati and the OneIT staff were always very patient and helpful in seeing my vision for this custom software through to completion. I am very happy with the final product that I use all day every day which helps me run my business better than ever.

Marcus Fulker
Managing Director
www.greataussiepatios.com.au

Job Management System

Great Aussie Patios, a renowned patio builder in Perth, now equipped with a powerful Job Management System to facilitate their Job management and patio products delivery processes by accessing real-time business insights.

Issues

Great Aussie Patios, one of the leading Patio design companies in Perth initially started as a small, family operated business. Hard work and dedication enabled them to grow fast and build their brand name. With the rising demand, Great Aussie Patios was no longer able to proceed with their spreadsheet based job management system which was managed with manual data processing. So the owners decided to boost their business procedures with a fully automated system that can analyze their real time job requirements.

Solutions

The OneIT team met with Great Aussie Patios personnel to understand their exact requirements. After several review sessions, we came up with an innovative solution, to capture all their project management workflow activities from beginning to the end. Additionally, the new system consists of a reporting dashboard that can track the key business statistics and metrics through a variety of visual aids like graphs, charts etc.

Features

New system has the ability to generate quotes and schedule installations after pricing
After login to the system with proper credentials, staff members can view their individual dashboards of tasks and schedules
System can automatically calculate material cost reports after an authorized person inputs related material for that quote
Ability to create a dynamic project management checklist, to update and reflect the status of project tasks
Ability to send an automatic email request regarding payments
System generates project contracts and send automatic notifications to customers when project plans are approved from the shire
Ability to set up and explore audit trails. All the changes to audit trails will be notified back to the system users with the time and date that changes were made
All the business statistics are analyzed through a reporting engine and a dashboard connected to a powerful database

Benefits

Empowered with a powerful, dynamic job management tool, Great Aussie Patios found new ways to manage and improve their incoming patio construction projects easily by accessing real time project details with around the clock access.

UNLTD Solar

CLIENTS

Please click on the client logos below to learn about the custom software
solution we developed to help their business.

About – UNLTD Solar

OneIT were able to understand our rapidly developing business and custom designed a CRM that reduced our requirement to hire additional staff.

Keiron D’Arcy
CEO
unltdsolar.com.au

Workflow & CRM System

A newly developed workflow and CRM system was developed to support their fast growing company.

Issues

Started as a family business, UNLTD Solar has risen to become a leading WA renewable energy brand and has been elected by BRW Magazine as one of Australia's fastest growing companies. That exceptional expansion stretched the internal paper-based system to its limits.

Solutions

A complex CRM and workflow system has been developed by OneIT to support the quick expansion. The new system allows UNLTD Solar to actively track and analyse their activities at any moment, better manage inventory and clients whilst significantly improving communication.

Features

Assigns leads and prospects to sales representatives
Generates quotes and contracts, tracks conversations and sales
Interfaces with Federal and State governments for grant notifications, as well as external parties such a Western Power and Clean Energy Council
Tracking of inventory, assign installers and managing installations
Installers use portable device conected to CRM to update the inventory
Manages client communications and interactions
Generates detailed CRM and workflow reports and analysis

Benefits

By managing the entire workflow and relationship process, from the initial site visits, through generating quotes, monitoring of installations, producing of reports and client management; the custom built CRM is now UNLTD Solar’s core business system. It has significantly improved efficiency across the board.

Bottom line Benefits

Streamlined workflow and relationship management provided the UNLTD Solar’s team with the valuable data and understanding of the day-to-day operations, to deliver prompt quality services and plan and manage future expansions.

Team Roof

CLIENTS

Please click on the client logos below to learn about the custom software
solution we developed to help their business.

About – Team Roof

OneIT put together our quoting system package and we found them to be efficient and reliable. Their commitment far exceeded our expectations. We look forward to using them again when we need to update.

Colleen O’Donnell
Managing Director

Quoting System

Combining workflow and project management systems, TeamRoof’s rules-based estimating software provides all employees the tools to create professional accurate quotes.

Issues

Combining workflow and project management systems, TeamRoof’s rules-based estimating software provides all employees the tools to create professional accurate quotes.

Solutions

The tailored software solution developed by OneIT incorporates a workflow and project management system to develop an automated, rules-based estimating system.

Features

Develop and customise a quote determined by materials of varying dimensions
Develop and customise a quote determined by materials of varying dimensions
Enables new and existing product details to be easily added and altered
‘Email supplier’ functionality to request bulk prices
Generate branded standardised quotation paperwork

Benefits

Automating the estimating process has significantly reduced the amount of time that is required to create quotes and it facilitates more TeamRoof staff to share this task. In addition, the solution has streamlined project management and enhanced communications between suppliers and customers through the creation of highly professional branded and standardised quotes.

Searcher Seismic

CLIENTS

Please click on the client logos below to learn about the custom software
solution we developed to help their business.

About – Searcher Seismic

We are happy to work with OneIT

Alan Hopping
General Manager
www.searcherseismic.com

Visualisation, Quote & Sales System

Consolidating quoting and data management into one system saved Sercher Seismic a significant amount of time and allows them to be more proactive in their sales process.

Issues

Searcher Seismic provides high quality, non-exclusive seismic datasets and associated products to some of the world largest oil and gas companies. The access to the data library consisting of both 2D/3D reprocessing and 2D/3D acquisition products, was slow and with limited functionality. Additionally, the Access database was not integrated with their sales system.

Solutions

The newly developed integrated system provides the Searcher Seismic sales team with a tool to easily identify the data their clients currently own and to visualise complex spatial information. It also helps them to easily identify and recommend new information that might be useful to their clients.

Features

Rapidly search and display complex spatial data on any computer
Quickly identify which datasets customers already own
Prepare recommendations and generate quotes for new data
Automatically integrate spatial maps into quotes

Benefits

The new solution provides Searcher’s sales team with an advantage of an instant access to their data library and quick identification of a sales opportunity. Assisting the customers in identifying their business needs and making critical decisions, by providing tailored data recommendations.
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