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Ozbee TEAM Software

Sell Work. Produce Work. Keep Score.™

Overview

  • JOB SITE ADRESS TRACKING The Building feature is a centralized repository of essential information related to job site addresses, linking operational facets to improve customer communication and data-driven decision-making.

  • DETAILED PROJECT OUTLINES The Scope of Work feature is a valuable tool for organizations to create detailed project descriptions with ease. With customizable templates and editing flexibility, users can quickly generate comprehensive project outlines.

  • STREAMLINE PROJECT MANAGEMENT The production job feature streamlines project management by defining stages and fields, allowing for easier transition between departments. Create project schedules based on scope to calculate estimated earned revenue.

  • REAL TIME PROJECT REPORTING The Daily Report is a powerful tool for teams to track and communicate project events in real-time. It allows for customizable templates to address different aspects of the project, improving quality control processes.

  • TRACK REPAIR COSTS EFFICIENTLY Track costs associated with repair and maintenance work orders by recording products consumed, labor, and other resources in real-time. Automatically calculate overall costs and billings once work orders are completed.

  • CERTIFICATION TRACKING Prioritize safety and streamline the management of employee certifications and Tool Box Talks attendance. This features enables users to effectively monitor and track the certification status of all employees via QR codes.

Introducing Ozbee Team Software, the revolutionary CRM platform designed to transform the specialty contractor industry. Developed by a fourth-generation roofing company, who struggled with multiple CRM systems that didn't meet their specific needs. Ozbee Team Software offers a unified and comprehensive solution to streamline operations and drive success. 💰Sell Work: Easily create and manage sales opportunities, quotes, and contracts within the software. 🛠️ Produce Work: Efficiently track project progress, manage resources, and ensure timely delivery of projects. 📈 Keep Score: Monitor key performance indicators, track project profitability, and analyze project data to make informed business decisions. With Ozbee Team Software, you can ensure that your business operates at its highest level of efficiency and effectiveness, leading to greater success and customer satisfaction.

Categories

Business Needs
Customer Service
Project Management
Process Management
Industries
Engineering, Construction, & Real Estate
Personas
Business Operations Manager
Data Professional
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Managed Package
Lightning App Builder
Salesforce Mobile