Ozbee Delivers Contracting Solutions To Bid Work And Produce It In One CRM.
Marketing & Call Center
• Integration with Softphone Telephony Systems routes inbound and outbound calls anywhere within Ozbee cloud-based software
• Ring To Automation offers ability to track marketing and assign to leads, contacts, and opportunities based on set criteria
• Pay-per-performance templates provide tracking to pay per lead or sale
• Standard and customizable marketing reports and dashboards to identify successful marketing campaigns
Appointment Booking
• Kiosky portal appointment booking within Field Service Management or connected to a website to allow self service booking
• Gantt chart tasks for bid calendars sent directly to team via email
Documents & Comments Management
• Documents filing system with sorting and filtering features
• Comments are utilized as a critical communication tool for all customer contacts with reporting, sorting, and filtering features
Commissions & Bonuses
• Ability to track and send real-time customizable commissions
• Commissions and bonuses are exported in a CSV format
Transparency Reports
• Observation report of current building conditions
• Track daily progress of production job to include photos and five day weather forecasts
• Send reports directly from mobile devices to designated job related contacts
Safety & Certifications Documentation
• Track certifications of all employees easily with QR code scanning
• Easily track toolbox topics
• Information available within the same managed program
Job Scheduling
• Track production job from signature to close out
• Utilize enterprise resource planning software to manage day-to-day business activities such as procurement, project management, risk management and compliance, and supply chain operations
• Generate Gantt charts for project scheduling and task flow management
• Generate pre-construction meeting agenda flow
• Generate quality control calls schedule
• Track punch list items
Job Address Tracking by Building
• Ability to track based on address - opportunity, lead, production job, work order, or case
• Quickly access historical data
• USPS verification of address through SmartyStreets
But it gets better
Add-On Applications
LEAP
● End-to-end contractor sales software digitizes every stage of the in-home sales process including estimating, contracting, and real-time communication
● Integration with LEAP to allow sales team to create quotes during each appointment
● All documents from LEAP (bid process) are pushed to Salesforce when a result is generated
CompanyCam™
● Photo app to document jobs, allowing for effective communication with crews and customers
● Standard and custom integrations with CompanyCam available
● CompanyCam photos can be attached to buildings, opportunities, production jobs, observation reports, work orders, cases, and daily reports
Sage 300
● Formerly Timberline® Software, sage 300 is the market leader in end-to-end construction and property management software providing functionality for reducing risk, improving visibility, and managing a full project or property portfolio
● Integration with sage 300 provides ability to push jobs from Salesforce to sage and retrieve sage data within Salesforce
Subcontractor Invoicing
● Subcontractors can view and complete work assigned
● Subcontractors can submit invoices for approval from mobile devices
● Management notifications if quantities exceed budget
● Draws exported in a CSV format