Employee Relocation

In employee relocation, the company is typically involved in the move. You can use our Client Representative feature for the company, allowing you to intuitively use the employee’s name as the client.

Here is a summary of our features:

  • Sales Leads and Quotes
  • Clients
  • Jobs
  • Hours Entry
  • Expense Entry
  • Invoicing
  • Scheduling (w/ text messaging)
  • File Uploading and Sharing
  • Resource Lists (Ex: if you recommend vendors)
  • Tasks (Assignable)
  • Notes
  • Associates (Employee or Subcontractor)

We also integrate with these other services:

  • QuickBooks Online
  • QuickBooks Desktop
  • MailChimp (for Marketing Automation)
  • Google Calendar (can hold a copy of your local calendar)

 

Contact us for a demo.

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