BUSINESS AREA 01
Configuration settings and data management
Tailor Zoho using configurable users, permissions, templates, currencies, domain names and data backups. Establish consistent platform settings, secure access and reliable business data across your organisation.
BUSINESS AREA 02
User activity and marketing
Track emails, SMS messages, calls, calendars, tasks, documents, engagement, live chat and surveys in one place. See each customer interaction without moving between disconnected systems.
BUSINESS AREA 03
Client management and sales enquiries
Build a relationship-based database for private and business clients, including the hierarchy of organisational relationships. Store each party once, then link them to the relevant enquiries, jobs and activities.
BUSINESS AREA 04
BOQ estimating, proposals & contracts
Build a BOQ with pricing integration for widgets and API's. Apply your own service rates, margins and allowances, and turn it into a polished proposal. Compare options, convert to contract, and track variations, with every figure flowing through to your job budget.
BUSINESS AREA 05
Sales and contract invoicing
Manage deposits and progress claims through to final payment. Link forecast claims to the job schedule, generate invoices when due and integrate accounting for current payment and cash flow information.
BUSINESS AREA 06
Jobs projects and timesheets
Convert a successful contract into a structured job. Use Gantt charts, Kanban boards and calendars to manage schedules, tasks and milestones, with timesheets supporting labour costs, job budgets and WIP.
BUSINESS AREA 07
Purchasing, supplier bills & job expenses
Raise purchase orders for your job services and handle new work as variations or cost adjustments. Track delivery, reconcile purchase orders against supplier bills, and record expenses as they're incurred, so every cost is captured in your job budget.
BUSINESS AREA 08
Manage products and services
Link products to your estimates so proposals, contracts and invoices are grouped correctly, with rates, descriptions and supplier options for outsourced work. Use product audits to merge items and keep your catalogue clean as your business evolves.
BUSINESS AREA 09
Helpdesk and version control
Manage client implementations with our exclusive version control widgets, using live APIs to track installed modules, fields, workflows and functions. Confirm requirements are met before activating new solutions, and handle support requests through your helpdesk.
BUSINESS AREA 10
Reports budgets and WIP
Create powerful reports and dashboards for sales, job performance and financial control. Compare estimated and actual costs, monitor expected and current margins, calculate WIP and automate journals from percentage complete.
BUSINESS AREA 11
Quality assurance checks
Build custom quality control checklists with Zoho Forms to confirm services meet your standards, capturing notes, images and videos as evidence. Raise corrective actions for any issues and control exactly what's shared with clients on the portal.
BUSINESS AREA 12
Client subcontractor and resource portals
Give clients, subcontractors and project resources secure, profile-based access. Members can view schedules, approve records, download project documents and add or reply to comments with attachments.