Approvals and processes
Configure internal processes and job forms around the way your departments work.
Workflow management software
Less chasing. Fewer handovers. Keep work moving.
Approvals stuck in inboxes, repeated handovers and completed jobs waiting to be invoiced slow everyone down. Collabit connects customer records, internal processes, documents and billing so your team can spend less time chasing and more time moving work forward.
Real Collabit screens with example records; illustrative site photography. Select a screen to enlarge.
Approvals and processes
Keep the next action clear.
Connected documents
Find the supporting information.
Clearer invoicing
Link completed work to billing.
Management visibility
See what needs attention.
One connected process
Keep work moving between teams
Connect everyday tasks, customer information and management visibility in one process.
Connected documents
Create, organise and find the documents that support each stage of the work.
Contracts and renewals
Keep customer agreements and contract details easy to find and track.
Assets and locations
Connect sites, buildings, rooms and assets with the work your teams deliver.
Customer queries and follow-up
Keep tickets, tasks and communications together with clear ownership and history.
Job-linked invoicing
Apply agreed invoice rules and see completed work still waiting to be billed.
Management visibility
Use connected dashboards and reports to see progress and work that needs attention.
A clearer workflow
From scattered updates to a connected workflow.
Build a clearer path through the work, with the information your team needs available at every stage.
- 1. Bring the information together
Keep customer details, contracts, sites, assets and supporting documents in one system instead of separate files.
- 2. Shape the right process
Configure approvals, internal processes and job forms around the way your departments need to work.
- 3. Keep the next action visible
Track tasks, respond to customer queries and retain the activity history as work moves between teams.
- 4. Close the loop
Connect completed jobs to invoicing, generate reports and use dashboards to see what still needs attention.
Sector solutions
Configured around the work your teams deliver
Start with a connected operational platform, then tailor the workflows, forms and reporting to your sector.
Connect the process. Keep your business moving.
Show us where work gets held up. We will show you how Collabit can connect customer records, internal processes, documents and invoicing, giving your teams less to chase and a clearer way forward.
No obligationTailored to your needsSee real system workflowsExpert support
Free consultation
Talk to a specialist in your industry.
Our specialists have taken companies like yours from paperwork and spreadsheets to one connected system. In the consultation you get:
- A specialist who knows your industry
- Your own numbers reviewed
- A plan for your workflows and compliance checks
- How the move from your current system would work
- A price for your team
- A live demo using your kind of jobs
- Same working dayWe confirm your time by email.
- The consultationBy Teams, Zoom, Google Meet or phone.
- AfterwardsA written plan and price for your team.
No sales pressure, no charge and no obligation.
Just a quick question? Send us a message.
“The patience from the Collabit team made a huge difference.”
Thank you. Your request is in.
We will confirm your time by email the same working day.