The UK’s Best Workflow Management Software
Collabit makes all of your company's internal processes easy. Manage approvals, create/sort/store documents, automatically generate reports and manage projects.Book consultation
A fully customisable solution for Document Management & Internal Processes that works the way you do.
Workflow Management Software Collabit have built a large number of time-saving tools within their platform which covers functions for all the departments in your business. Please feel free to contact us for a consultation to see if we can help make your company more efficient and profitable while allowing you to offer a better service to your clients.
Be confident in your invoicing process. Send invoices directly from Collabit.
- Save admin time with the Collabit invoice generator;
- All jobs scheduled in contracts can have separate invoice rules applied because all customers are different. Send invoices based on a fixed amount with a general line item description or after individual jobs are completed with detailed invoicing line items;
- Matches all completed jobs to invoices including any one off jobs or remedials so you can see clearly which completed jobs have not been invoiced yet;
- Links to Xero accounting platform.
Manage customer queries and issues
Collabit has a full helpdesk system to make high levels of customer service easy. High-quality customer service matters. That's why Collabit was created to provide a full helpline system for all your needs. Whether you need a simple question answered or a complex issue addressed, we've got you covered!
- Log customer issues and queries with ease as support tickets;
- Manage and resolve support tickets collaboratively as a team;
- Review all open tickets and ensure customer happiness;
- Keep all closed tickets in the system that can be reviewed to improve service levels.;
- Automatically create support tickets from non-conformances flagged in jobs.
Dashboards and Management Reports
Managing your entire business has never been easier than when using the dashboards and reports in Collabit. The UK’s Best Workflow Management Software.
- Check the status of the sales, Operations/Planning, Invoicing and Customer service from anywhere at any time
- Identify areas that need attention and be alerted if things urgently need addressing;
- Can be used to check very high level information about the business and departments and can be used to drill down on more detailed information or about specific teams or individuals.