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What is Works Connect?

Works Connect is an all-encompassing business management platform meticulously designed by experts in the trade and service industries, specifically crafted to cater to their distinctive requirements. By understanding the nuances of operations within trade service companies, we have meticulously covered every aspect of business management, ranging from project estimation and oversight to the execution of services. This tool is exceptionally beneficial for contracting and service-driven businesses, facilitating immediate identification of cost reductions and enhancements in efficiency. Users are empowered to swiftly create accurate quotes or estimates utilizing catalogs from renowned suppliers, which simplifies the estimation process. Moreover, the platform supports efficient staff scheduling while directly associating labor expenses with particular jobs, enhancing financial tracking. Purchase orders can be generated straight from supplier catalogs, guaranteeing that costs are accurately assigned to specific projects without hassle. The purchasing system is crafted to recommend the most cost-effective supplier choices and to validate supplier invoices for any discrepancies. In addition, users can retrieve all pertinent information concerning quotes, jobs, purchase orders, progress claims, and invoices from virtually anywhere, which streamlines processes and boosts accessibility. This versatility not only enhances operational efficiency but also positions Works Connect as a vital resource for businesses aiming to excel in a competitive marketplace, ensuring they remain agile and responsive to changing demands.

What is DocSavy?

DocSavy enhances the management of documents by prioritizing their content instead of merely designating where they should be stored, thus ensuring they are appropriately organized. It utilizes tagging, links to business data, and a systematic structure to enable rapid and efficient access to required documents. Each folder within the system can have a designated budget, which assists in forecasting the time and expenses tied to various tasks. These budgets are essential in delineating financial transactions and managing purchasing activities. Moreover, DocSavy streamlines the comparison of actual expenses to the set budgets, allowing for precise financial reporting. Users can connect quotes to purchase orders linked to particular budget items, and supplier invoices can be associated with these orders to enhance tracking. The platform also supports an approval workflow where designated team members can authorize actions prior to submission to a bookkeeper for payment processing. Additionally, DocSavy sends notifications if a supplier invoice surpasses the limits of a purchase order, thus ensuring robust financial oversight. In DocSavy, assets can represent a wide range of items, including folders for buildings, vehicles, specific equipment, or tools, which increases the platform's adaptability. This all-encompassing strategy for managing documents and assets positions DocSavy as an essential resource for businesses aiming to improve their operational effectiveness, ultimately fostering a more organized and financially sound work environment.

Media

Media

Integrations Supported

QuickBooks Online
Xero

Integrations Supported

QuickBooks Online
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Housing Support Pro

Date Founded

2016

Company Location

United Kingdom

Company Website

www.housingsupportpro.co.uk/repairs/

Company Facts

Organization Name

DocSavy

Company Location

United States

Company Website

docsavy.com

Categories and Features

Maintenance Management

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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