Features of Deskspace Data Integration
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User Features

Deskspace exists to help professionals work more efficiently so we have created a structure of features that our clients find most helpful providing a comprehensive set of tools for each user.

Each user is only permitted to access an appropriate sub-set of tools - the administrator can change which sub-set of tools each user can use.

Many features are flexible and can setup by your administrator to work as suits you.

Here are just a few of the features you may wish to use in your Deskspace ERP system:

Job Management

  • Generate job cost budgets / quotes
  • Automatic communication with client
  • Automatically setup sets of new jobs
  • Report on jobs by status
  • Administrator setup of job status system
  • Instant view of all correspondence on job
  • Instant view of all time records on job
  • Instant view of all tasks on job
  • Record a wide variety of data about any job
  • Mark and find jobs using personal multichannel markers

Task Management

  • Virtual Whiteboard: a simple visual means to:
    • access task details,
    • review outstanding tasks,
    • review work done to date,
    • create records of work done
    • mark tasks as completed
  • Automatic & conditional workflow creation
  • Allocate tasks through administrator list management or enable task self selection

Time Management

  • Record work done
  • Work done records instantly available to colleagues
  • Virtual Whiteboard instantly updated
  • Instant review of own work done
  • Automatic calculation of production/forecast time
  • Record key personal data in a secure environment:
    • overtime claims
    • holiday booking
    • sick leave recording

Contact Management

  • Each contact can have a limitless number of personalities
  • Each organisation can a limitless number of locations
  • Comprehensive list management
  • Introductory relationship recording and management
  • Smart Mail Merging to email or print
  • Instant creation of a correspondence item
  • Instant creation of a relationship history item
  • Instantly view all correspondence to contact

Management Reporting

  • Financial analysis of accruals
  • Staff performance
  • Overtime reporting
  • Holiday & sick leave analysis

Billing

  • Single click generation of bills which can then be manually edited as required
  • Auto-creation of bills on all selected jobs
  • Auto-posting of all selected bills
  • One click view creditors
  • Creditor statement production.

Administrator Features: for those considering the practicalities of running and Deskspace ERP system here we set out the range of features provided to give you ease of use and power when you need it

Developer Features: for those considering developing their own application using the Deskspace Rapid Application Development Environment here is an outline of the toolset we provide

Accounting: here is an outline of the main features of the fully integrated accounts system





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