SAM – Venture Administration Device
Buyer Login Particulars
Workforce Member Login Particulars
Venture Supervisor Login Particulars
Admin Login Particulars
SAM – is an internet app which is designated to handle duties allocation inside an organization with the likelihood to work together with prospects, for tasks which are developed for an exterior use.
SAM – lets you have management over your present workload, helps you handle the communication together with your prospects, offers you a historical past of your tasks and assist make a greater use of your time. Tasks and duties have the power to be assigned with particular deadlines (for a venture or a process). This fashion you’ll all the time know the best way to use the time and the best way to share it between tasks, with a view to ship them on time and hold your workforce and prospects up to date on every venture.
- Pleasant and straightforward to make use of UI
- Multi-language (helps 7 languages)
- Help Ticket API
- Contextual assist
- Simple to put in and setup utilizing set up wizard
- Responsive and fluid design – appears nice on: desktops, tablets and cell units
- Dashboard with completely different stats
- Venture and process administration (create, edit, assign, and many others)
- Shopper and employees administration
- Consumer profile
- Built-in To-Do record
- Notifications: on-line and by e-mail
- Help ticket administration
- Help ticket API
- Basic settings
- E-mail stack engine for sending e-mail notifications
- Consumer teams:
- Venture Supervisor (this may be modified in no matter you need from settings)
- Workforce Member (this may be modified in no matter you need from settings)
- Attachments in discussions/feedback:
- Allowed recordsdata: doc, docx, xls, xlsx, odt, pdf, csv, txt, jpg, jpeg, png, zip, psd, ai
- Max file dimension: 10MB
- Simultaneous file add: 5
- Thumbnail for photos: sure
A abstract of tasks, duties, duties per tasks, billable hours and related info primarily based on the consumer’s group.
An inventory of all tasks is displayed offering essential info (identify, shopper, standing, due date) and the likelihood to view duties or particulars from that venture. Or if you’re a venture supervisor or admin consumer you may add/edit or delete tasks.
When a venture is created, the venture turns into “In Progress” and it is going to be up to date to finish by the PM as soon as all of the duties are accomplished. All duties from that venture should be accomplished so as to have the ability to shut a venture.
Two lists of all accomplished duties and all in progress duties offering essential info (identify, venture, standing, due date) and the likelihood to type the record by any of the fields or to carry out a search throughout the desk content material.
- Not Assigned – a freshly new process
- Assigned – a process that has been assigned to a number of workforce members
- In Progress – a process that has been quoted by the workforce member
- Accomplished – a process that was marked accomplished by both workforce member or venture supervisor
Help Tickets API
This customisable characteristic may be use for both assist ticketing, suggestions, contact or some other buyer interplay.
Simple to combine utilizing a non-public key and a generated script. API Script simply must be copy into the webpage/app (normally on homepage between the “head” tags).
The script will generate a aspect button that triggers a pop-up window the place your prospects will simply get in contact with you. From Tickets Settings part you may set a number of e-mail addresses to be notified in addition to the button look, completely different for every web site/app you’re managing.
For a purposeful model please verify our demo.
Shows a log desk with numbers of labored hours for every process/venture and the money outs made.
Offers the employees member the likelihood to money out a variety of hours from whole stability obtainable. As soon as a cash-out is made an e-mail is shipped to PM/payroll.
Part designated for the administrator the place he can edit the overall settings in regards to the firm and likewise to edit the consumer teams. The likelihood so as to add a brand new shopper or workforce member it’s obtainable for the Admin consumer solely!
Out there translations:
When you want SAM in your language which isn’t supported presently – you may assist SAM by translating it. Don’t fear, translating is extraordinarily simple – simply ship an e-mail here and I’ll inform you the best way to do it. Your assist will likely be actually appreciated!
- Particular because of Florentina Ardelean-Pricop for the spanish translation!
- Particular because of Amisa Selagianu for the german translation!
- Particular because of Robert Dacher for the hungarian translation!
- Particular because of Tiziano Cinelli for the italian translation!
- Particular because of Mete Başol for the turkish translation!