
The solution developed integrates a CRM and project management system. It manages project scopes, invoicing, and operational workflows. Key features include opportunity tracking, quoting and proposal management. The system also incorporates functionalities for billing, invoicing, and integration with QuickBooks and Field Nation.
<ul>
<li>Streamlined their job management process, making it easier to track project progress and stay organized.</li>
<li>Enhanced reporting capabilities, allowing them to gain clearer insights and make data-driven decisions faster.</li>
<li>Customized Quickbase solutions that fit their unique business model, improving overall efficiency.</li>
</ul>
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Trinity was brought in to work with the CAVCOMM team through business process improvement first and then develop a solution to meet those process changes. Trinity delivered a full solution to manage the entire business workflow for CAVCOMM. From office staff to the sales team to project managers to the team members that do the fiber installation, they can all now update all details of the job pertaining to time, materials, labor, and documents.
<ul>
<li>Full job estimating, costing, and invoicing</li>
<li>Tracking of all inventory from receipt to installation including rolling inventory</li>
<li>Mobile application to track all team members exact job time, materials used and documents they can view and mark up</li>
<li>Job status tracking and management</li>
</ul>
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