With Office Manager, contractors can better manage information and increase productivity by keeping track of what’s important with an integrated calendar, versatile notifications, and helpful process workflows. This efficiency across the organization helps increase productivity and control the flow of information for the entire office.

Integrated with Microsoft Outlook software, Office Manager provides great convenience and efficiency by allowing users to attach Outlook e-mails to Management Suite data and records, as well as attach images, notes, and documents that are important to track. In addition, the calendar feature integrates Microsoft Outlook directly into Management Suite, which makes it easier to add date-driven events and helps ensure that deadlines are met by offering notifications about important reminders, alerts, workflows, and documents.

• Enhanced user interface adds Favorites, Recent Programs, and other levels of customization for improved user experience and navigation.
• Calendar feature integrates Microsoft Outlook 2003 directly into Management Suite. This makes it easier to add date-driven events and helps ensure that deadlines are met.
• Notifications feature allows users to group important reminders, alerts, workflows, and documents.
• Workflow feature provides instant access to Management Suite processes in a graphical, flowchart interface. For example, a Job Cost workflow provides immediate access to the Job Status Inquiry, Cost Detail Report, and more.
• Office Manager is now integrated with Microsoft Outlook 2003, allowing users to attach Outlook e-mails to Management Suite. From Outlook, you can attach RFIs or images directly to Management Suite for convenience.
• Scan images or attach files such as Word documents, Excel spreadsheets, Acrobat PDF files and more with the click of a button.
• Portfolio view provides quick access and an organized view of Office Manager activity. View activity, burn records to CD, and e-mail from one easy-to-use screen.
• From any point in Management Suite, an Office Manager event may be easily created by clicking the mouse or pressing a function key. Office Manager instantly recognizes the context of the event, and offers only the appropriate events for selection.
• Each event is tagged with an entry date and the event description. Users may enter a follow-up date, additional text specific to the event, and a dollar value associated with the event.
• The tickler system launches automatically when an operator logs into Management Suite each day.
• View all Office Manager files related to a record, including vendor, job, employee, and more from the Portfolio view.