Ozbee. It’s not a word; it’s a solution™
OzbeeCam™ | Smart Photo Management for Salesforce Users
Leverage the power of OzbeeCam™ to transform your photo documentation practices, making your operational tasks easier, faster, and more organized than ever before
- Easily take and upload photos directly from the Salesforce Mobile App, Field Service Mobile App or on the desktop for real time documentation
- Intuitive design makes it easy for users to navigate and manage images within the record the photos were uploaded to or the Building Record
- Annotate, draw, rename, and add descriptions to your images to create a thorough visual record
- Simplifies the creation of Observation, Transparency, and Service reports with organized visual archives
Buildings | Where data meets efficiency on the job site
The Building feature acts as a centralized hub for critical information related to the job site address. This innovative tool transforms the way businesses manage workflows associated with buildings. It enhances communication efficiency with clients while supporting improved data-driven decision-making processes
- Offers crucial information such as Building Owner and Year Built, along with the capability to create distinct sections, enhancing the management of intricate building-related workflows
- By linking all operational facets such as warranty details, sales opportunities, production jobs, work orders, and inspections to the building record, users are provided with a cohesive method to better assist the client.
- Perform in-depth analyses of each building’s performance and requirements to maximize operational efficiency
- Empower users to make informed, data-driven decisions that strengthen client relationships
Inspections | Customize, streamline, and optimize with Templates
The Inspection feature empowers users to design customizable inspection templates tailored to diverse requirements guaranteeing that all essential elements are assessed and recorded. Its flexibility to accommodate different product needs makes it ideal for multiple industries
- Create Inspection templates that are compatible with both mobile and desktop platforms, catering to a variety of needs
- The intuitive interface enhances efficiency by reducing time spent on documentation, making it accessible for users across all technical skill levels
- Ensures meticulous evaluation and reliable data collection, promoting higher standards of quality control
- Ideal for various inspections types, including vehicle inspections, initial site assessments, and maintenance checklists
Event Scheduler | Optimize Project Planning
The Event Scheduler feature is a crucial project management tool for tracking key milestones of the project. Effective planning is often compromised by the oversight of travel time and the nuances of varying time zones. With Ozbee’s Event Scheduling feature users can easily schedule events that accommodate different time zones while accounting for travel logistics.
- Effortlessly track and manage project milestones, such as drone flyovers, site visits, pre-bid dates, bid dates, presentations, and pre-construction meetings
- Each scheduled event is linked to the specific opportunity record and automatically synced with the assigned user’s personal calendar, ensuring they never miss a beat
- Sync seamlessly with standard Outlook or Gmail calendars linked to company accounts
- Foster better coordination among team members to drive project success
Scope of Work | Create detailed project descriptions in minutes
The Scope of Work (SOW) feature is essential for organizations to create detailed project descriptions easily. With customizable templates and flexible editing, users can quickly generate comprehensive outlines for client communications. This tool enables teams to automate line items while allowing adjustments based on user permissions, ensuring each scope reflects unique project requirements.
- Efficient method for ensuring that all stakeholders are on the same page regarding project scope and deliverables
- Customizable templates for crafting comprehensive project descriptions
- Enhanced editing flexibility to customize the Scope of Work according to particular project needs
- Leverage SOW line items to coordinate production schedules, ensuring that every project phase is planned with precision
Custom Notifications | where every click connects your team
The Custom Notifications feature enhances the bidding process by integrating streamlined buttons that improve team communication and workflow efficiency. Recognizing that multiple stakeholders are involved—beyond just Sales and Estimators—this system allows users to notify relevant team members easily.
- Dedicated notification buttons ensure that all parties involved in the bidding process are alerted to their specific tasks without unnecessary delays
- Instantly notify team members with automated emails when a button is clicked, promoting swift action on tasks
- Real-time updates and easily reportable actions enhance visibility across the bidding process, fostering better collaboration among teams
- Reduce reliance on manual follow-ups and lengthy email chains, allowing team members to focus on their core tasks
Observation Reports | Transforming walk-throughs into actionable insights
The Observation Report is a vital tool for teams presenting their findings after a building walk-through. This comprehensive solution allows you to document sections, identify priority deficiencies, and include photos as evidence. By detailing each section’s condition and recommended actions, you offer valuable insights for repairs while establishing professionalism and building customer trust.
- Systematic categorization of deficiencies with predefined descriptions and corrective actions for clarity
- Customizable PDF reports that incorporate pricing for each deficiency, tailored to the specific type of report chosen
- Consistency and clarity in reporting, aiding in informed decision-making for clients
File Uploads | Say goodbye to physical filing cabinets
The File Upload feature is a convenient virtual filing cabinet that allows users to easily organize and manage their documents. Users can create folders based on document type, making it simple to categorize and locate files quickly. With enhanced efficiency and organization, users can streamline their workflow and access important documents with ease
- Users can create folders and subfolders to categorize documents
- Hyperlink field allows for secure access to external documents, such as shared drives or cloud storage
- Compatible with various file formats
- Easily upload, download, and view files from a desktop, laptop or mobile device in a user-friendly interface
Compensation | Unlock the power of performance incentives
Commission/Bonus Feature by Ozbee is a sophisticated and highly customizable tool designed to streamline the management of employee incentives within organizations. With the ability to create commission or bonus records tailored to specific needs, calculate payouts based on any field or formula, and customize payment structures, companies have full control over their incentive programs
- Enhances operational efficiency and ensures accurate compensation alignment with performance achievements
- Flexibility in calculating base or final payout amounts from any field or formula
- Ability to structure one-time or multiple payments, with automatic status updates based on changes in Opportunity or Production Job
- Generate CSV file via custom notification button for seamless communication with payroll teams
Production Jobs | Collaborate better, build smarter
Elevate your project management experience with Production Jobs, where planning, execution, and reporting all come together in one powerful feature
- Production Jobs are initiated after successfully winning an Opportunity, featuring structured fields that cater to the specific needs of the department. This approach enhances clarity and execution, whether you are working on residential or commercial projects
- Centralizes information from Sales, Estimating, and Production in one cohesive platform to improve both internal workflows and external partnerships
- Everyone involved in the project can access current information, reducing miscommunication and promoting informed decision-making
Production Schedule | From Scope of Work to Success
The Production Schedule feature is an advanced project management tool designed to streamline the intricate process of creating and managing schedules based on a detailed scope of work. This feature allows for the smooth initiation of schedules directly from the Ozbee Scope of Work or by creating independent line items, ensuring thorough and tailored project timelines.
- Develop schedules based on total hours or units (like SQs and LFs) that automatically compute potential earned revenue and costs, offering important insights for forecasting.
- Easily check mandatory completion dates to ensure all deadlines are met
- Adjust schedules in real-time to account for natural events, holidays, or other unforeseen shutdowns
- View schedules at various organizational levels, from individual Gantt charts to Master Production Schedules or standard Salesforce Reports
Daily Reports | Real-time updates, real-time success
The Daily Report feature is a comprehensive tool designed to empower teams to effectively document and communicate the happenings of a project in real-time while onsite. With its user-friendly interface and robust features, the Daily Report enhances communication, boosts quality control, and streamlines project management processes. Whether you’re addressing safety protocols, logging crucial data, or providing photographic evidence of progress, the Daily Report is your go-to solution for meticulous documentation
- Easily log essential information such as hours worked, materials consumed, and photographic evidence of project progress to maintain comprehensive records
- Incorporate forecasts from the Open Weather API to enrich reports with relevant weather information that may impact project timelines
- Instantly share detailed reports with customers and key team members associated with the Opportunity or Production Job to enhance transparency and coordination
Subcontractor Purchase Orders | Simplifying subcontractor management
The Subcontractor Purchase Order feature is a cutting-edge solution designed to optimize and streamline the management of subcontractor assignments. By leveraging Salesforce’s Digital Experience, Subcontractors can easily log in to view their assignments, accept or reject work, and provide weekly task updates, all while maintaining visibility and security based on customizable profiles and permissions.
- Controlled access for subcontractors via Customer Community License, ensuring visibility and actions are aligned with organizational policies
- Weekly progress updates required from subcontractors, promoting accountability and transparency
- Automated system checks for reported values exceeding assigned scope, reducing risks of underpayment or overpayment
- Document upload functionality for subcontractors to submit insurance information and other critical documents
Warranty Terms | Warranty management without the hassle
The Warranty Term automation by Ozbee enhances the standard Salesforce Warranty Term object. Allowing businesses to enhance operational efficiency, reduce costs, and provide superior service through actionable insights derived from comprehensive monitoring and reporting.
- Keep an organized record of warranty expiration dates
- Establish clear links between warranty terms, original projects, and buildings for better oversight.
- Clearly differentiate between warranty-related tasks and revenue-generating work to improve efficiency and reporting accuracy
- Empower organizations to identify and report on return visits to identify trends and issues related to products, crew performance, or manufacturer faults
Work Performed | Documentation Tool for Service Crews
The Work Performed feature attached to the Work Order is a tool designed to enhance operational efficiency for service crews. By simplifying the process of documenting deficiencies and corrected actions, this system reduces administrative tasks and improves overall workflow. With the ability to quickly select, specify, and note deficiencies with just a few clicks, service crews can easily record and access essential information about repairs and maintenance work.
- Enables prompt selection of identified deficiencies at specific locations on the building
- Educates customers by outlining product deficiencies and remedial steps taken
- Allows service teams to focus more on revenue generating tasks
Warranty Terms | Warranty management without the hassle
- Set up product entries with unit costs and pricing for seamless cost calculations
- Track materials, labor, and other resources utilized during repairs or maintenance work
- Enhances the ability to analyze cost patterns and optimize resource allocation effectively.
- Improves operational transparency and financial accountability across maintenance operations.
Employee CERTIFICATIONS | Streamline Employee Certification Tracking
Introducing Employee Certifications, the comprehensive system designed by The Ozbee TEAM to prioritize safety and streamline the management of employee certifications and Tool Box Talks attendance. This robust platform enables users to effectively monitor and track the certification status of all employees, ensuring that qualifications are always current
- Promotes a culture of safety and professionalism within the organization
- Monitor certification status of all employees in real-time
- Generate detailed reports on certifications and Tool Box Talks attendance
- Integration of QR code functionality for quick verification of employee certifications
Accident Reporting | Warranty management without the hassle
- Streamlined workflow for capturing incident details from all relevant stakeholders, ensuring thorough reporting and accountability
- Customize workflows to set up automations when records are created or updated, aligning the system with your organization’s specific operational processes
- Effortlessly link vehicle accidents to specific assets (e.g., trucks) within Salesforce and associate work-related injuries with corresponding production jobs, work orders, or buildings
- Salesforce’s advanced permission settings keep sensitive information confidential, allowing access strictly to authorized personnel only
Integrations
