Integrated Project Management in Treesoft Office: Electrical Cad · Crm · Erp

Transparent planning and control of projects in control engineering and electrical installation technology

Always keep track of ongoing and completed projects. In addition to the project participants, all project communication is handled and automatically stored in the project history, from emails and faxes to letters and phone calls. Plan your projects, create electrical CAD circuit diagrams or electrical installation plans, record the time spent, and assign tasks, follow-ups, and deadlines. Your efficiency is increased because you only have to enter and maintain information such as addresses, materials, or services once.

Addresses

The Addresses register is used to assign a project address and any number of additional contacts to a project. For example, the customer or construction site can be stored as the project address, and suppliers, fitters, or subcontractors can be stored as additional contacts. With just one click of the mouse, the desired contact can be opened from the project overview and called directly using the computer telephony (CTI) integrated in Treesoft Office, for example.

History

The History tab contains the complete history of a project. Here you will find all phone calls, conversations, documents, and emails related to the project, regardless of which address or contact this information was saved under. History entries in TreesoftOffice.org can be linked to any addresses and projects at the same time, so that a transparent address or project history is always available and visible to every employee.

dates

When you create or link appointments to a project, you will find them under the Appointments tab. In Treesoft Office, appointments always contain all the information you need and are familiar from other applications. A “Starts on” and “Ends on” date, including time, priorities, and status, are just as much a given as the display of appointments in the calendar. You can use the integrated Treesoft Office Notifier to remind you of your appointments. Appointments in Treesoft Office can be linked to addresses and projects at the same time. This ensures the highest possible level of transparency.

tasks

Under the Tasks tab, you will find all tasks related to a project and can also view your completed tasks. Treesoft Office allows you to manage all created tasks and associated subtasks. These can be assigned to appointments, addresses, and projects and can be displayed in calendars and lists. Target and actual values can be entered in the tasks to obtain an overview of the required and planned times. You can use the integrated Treesoft Office Notifier to remind you of your tasks.