Challenges
Multi-site visibility • Planned maintenance • Supplier and SLA coordination
Industry solution
Sites, assets, planned maintenance, suppliers, teams, service records, and reporting.
Facilities Management is part of the universal trade roadmap. Core ERP workflows apply broadly while trade-specific templates should be validated before being sold as complete.
Workflow template
Multi-site visibility • Planned maintenance • Supplier and SLA coordination
Sites, assets, planned maintenance, suppliers, teams, service records, and reporting.
CRM, customers, sites, estimates, quotes, jobs, scheduling, materials, purchasing, invoices, and reporting.
Field schedules, site information, photos, notes, checklists, and completion actions support the wider mobile direction.
Requests, approvals, documents, and payment routes expand the customer side of the trade workflow.
General material, asset, or supplier patterns apply while trade-specific templates are validated.
AI-supported qualification, drafting, reminders, and summaries remain human-approved and availability-labelled.
Accounting, payments, calendar, maps, storage, and APIs sit in the broader integration roadmap.
Respond faster, reduce admin, organise work clearly, improve customer communication, and understand profitability.
FAQ
Yes, branch context and role controls are core architecture features.