WORKFLOW MANAGEMENT SOFTWARE

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Nathaniel Townsend
7 years ago
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1 WORKFLOW MANAGEMENT SOFTWARE SETTING THE CONSTRUCTION MANAGEMENT STANDARD

2 Welcome to OnSite Companion... OnSite Companion is the industry leading workflow management software, by Companion Systems. For over 10 years, we have been providing our clients with a simple yet powerful software solution that allows them to customise their workflows to suit their businesses and its people. Construction During the construction phase your supervisors will be in direct contact with the office, even out on site. They will be able to manage their jobs, book trades, create, store and access all job documentation and much more. OnSite Companion gives your staff complete access to all information that has been collected throughout the job, ensuring they are always acting on up to date, and accurate information. Pre Sale OnSite Companion will begin working for your business from the moment you make initial contact with a new potential client. OnSite Companion will allow you to plan your sales workflows, track and store all client communications, documentation and notes as well as drive sales staff to provide consistent sales outputs. Maintenance During the maintenance phase, you will have a complete job record of all activity completion dates, associated staff and trades as well as a full diary of all job notes that have been collected throughout the job cycle. You will be able to generate a full list of maintenance and defects that had been tracked to the job both pre and post handover and generate work releases to trades for rectifications. Pre Construction During the pre construction phase you can be assured that your contracts and administration staff are following the correct, and most efficient procedure. OnSite Companion will ensure that plans and approvals, council applications and all other pre construction activities are completed efficiently, ensuring your clients a smooth pre construction phase. Warranty OnSite Companion is a complete workflow management system. After handover you will be able to retain a full archive of all jobs that have been completed. This includes all schedules, documentation, work releases, extension of time notifications, messages, alerts, notes etc. This means that should you ever require this information again, it will be easily and instantly accessible. 1

Construction During the construction phase your supervisors will be in direct contact with the office, even out on site.

3 1 2 5 Top 5 Features Easily customisable workflow templates that allow you to map your business processes exactly, from presale to completion. One place to manage all job schedules, defects and variations, third party contact details, work releases, documents and communications. 3 Simple interface allowing your office staff and supervisors to access all job information quickly. 4 Automatically generated to do list giving your staff a full list of all activities that can be worked on immediately. 5 Fully customisable documents and reports engine allowing you to design and generate customised documentation and reports immediately. CALL US TODAY TO FIND OUT MORE 2

3 Simple interface allowing your office staff and supervisors to access all job information quickly.

4 Taking control of your jobs and your people AUTOMATE YOUR ADMINISTRATION with OnSite Companion AUTOMATIC DOCUMENT GENERATION OnSite Companion will allow you to generate any documentation required. Manage welcome letters, sales letters, progress reports and claim requests through to council applications, colour selections and extension of time notices. DOCUMENT & FILE MANAGEMENT SYSTEM OnSite Companion revolutionises the way your staff save and access documentation. Each job will have its own folder, with easy search functions to find the right document quickly. SHARE DOCUMENTS BETWEEN SITE AND OFFICE Your remote staff will have instant access to all generated documentation, as well as being able to generate and attach documentation themselves, and sync it back to the office. MANAGE YOUR PEOPLE with OnSite Companion STORE AND MANAGE SERVICE PROVIDER DETAILS OnSite Companion gives you one central place to manage all third party details including contacts, s, phone numbers and insurance details. QUICK SEARCH FUNCTIONALITY Because each of your trades and third parties are allocated catagories, you will be able to search for trades in your database by type or contact details. TRACK ALL TRADE AND SUPPLIER DOCUMENTATION Trade and suppliers have their own documents box, allowing you to store all communications and documentation in relation to trades or suppliers. AUTOMATICALLY RELEASE WORK TO TRADES The bulk work release engine will allow your supervisors, foreman, project managers and office staff to automatically send work releases to trades and suppliers. 3

DOCUMENT & FILE MANAGEMENT SYSTEM OnSite Companion revolutionises the way your staff save and access documentation.

CONTROL YOUR WORKFLOW with OnSite Companion MANAGE STAFF S DAY TO DAY ACTIVITIES OnSite Companion will allow you to automatically allocate tasks to your internal staff members, either on a job by job

5 CONTROL YOUR WORKFLOW with OnSite Companion MANAGE STAFF S DAY TO DAY ACTIVITIES OnSite Companion will allow you to automatically allocate tasks to your internal staff members, either on a job by job basis or at a template level. EDIT JOBS IN PROGRESS OnSite Companion will provide your staff with a list of tasks that are due for completion or coming up in the job schedule. KEEPING THE WORKFLOW MOVING Because OnSite Companion tracks and manages all workflows, communications and documents, you will be able to assign and reassign activities in real time. CONNECTING THE SITE AND OFFICE Because OnSite Companion links both the site and office, you will immediately gain the benefits of instantaneous interdepartmental communication. Our business has evolved with OnSite Companion. Vince Camera - Lily Homes SCHEDULING YOUR JOBS with OnSite Companion EASILY CUSTOMISABLE TEMPLATES OnSite Companion is flexible. It allows you to completely customise your schedule to match your business, including activity types, time frames and descriptions. 21 EDIT JOBS IN PROGRESS Once your job template has been generated, you will have the ability to further customise each job based on the specific requirements of your client. TRACK AND MANAGE DEFECTS AND VARIATIONS Easily manage defects and variations whether in the office or out on site. You will be able to log, review and manage all requests from clients. SPEND LESS TIME PLANNING Because OnSite Companion is simple to use, and supports staff members, your team can spend less time doing more. 4

KEEPING THE WORKFLOW MOVING Because OnSite Companion tracks and manages all workflows, communications and documents, you will be able to assign and reassign activities in real time.

REMOTE ACCESS All sta have instant access to all o ce documentation, even out on the road ALERTS AND MESSAGES Send, save and share all notes and communications with your entire sta ONSITE COMPANION

6 REMOTE ACCESS All sta have instant access to all o ce documentation, even out on the road ALERTS AND MESSAGES Send, save and share all notes and communications with your entire sta ONSITE COMPANION HAS INCREASED OUR IT SIMPLY CAPACITY KEEPS US BY ALL OVER ON TRACK - 30% - KARINDA GILL ABODE NEW DAVID HOMES HOWARTH BLACKETT HOMES COMMUNICATIONS Supervisors and o ce sta can save all communications and correspondence IT SIMPLY KEEPS IT SIMPLY KEEPS US ALL US ALL ON ON TRACK - TRACK - KARINDA GILL ABODE NEW KARINDA HOMES GILL ABODE NEW HOMES PRODUCTIVITY Increase productivity by ensuring everyone has the right in ormation at the right time 5

COMMUNICATIONS Supervisors and o ce sta can save all communications and correspondence IT SIMPLY KEEPS IT SIMPLY KEEPS US ALL US ALL ON ON TRACK - TRACK - KARINDA GILL

FREE SUPPORT ONSITE COMPANION HAS SAVED ME A DAY AND A HALF ON ADMINISTRATION A WEEK - JAN LAWRENCE MONTGOMERY HOMES Full access to our support line ensuring problems are solved quickly SAVE TIME

7 FREE SUPPORT ONSITE COMPANION HAS SAVED ME A DAY AND A HALF ON ADMINISTRATION A WEEK - JAN LAWRENCE MONTGOMERY HOMES Full access to our support line ensuring problems are solved quickly SAVE TIME Automate your administration to save time and reduce errors MANAGE DEFECTS OnSite Companion will allow you to manage and track de ects as they arise SUPPORTING STAFF Because your processes are documented, your sta will always know what to do ONSITE COMPANION IS THE ONE STOP TOOL FOR EVERY SUPERVISOR - SCOTT BULLAN MCDONALD JONES HOMES 6

OnSite Companion will allow you to manage and track de ects as they arise SUPPORTING STAFF Because your processes are documented, your sta

8 Companion Systems Pty Limited ABN: SUITE 1 LEVEL 4 55 PHILLIP STREET PARRAMATTA, NSW, 2150 P e. info@companionsystems.com.au

PARRAMATTA, NSW, 2150 P. +61 2 9635 0000 e.

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