Stay on top of your jobs and projects, push them forward, and be more efficient with centralised visibility.
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If your teams are managing their workloads with paper to-do lists, chances are you’re also dealing with missed deadlines, poor communication and frustrated clients. Instead, you can use Gold-Vision to set up workflow that will assign activities to the right people automatically. This could be based on factors like project stage or type and will give your team ready-made to-do lists with reminders for them to work through.
Our Kanban view, Flows, is here to help you watch the progress of your projects, jobs and tasks. This powerful and visual tool allows you to get a high-level insight into the things that are important to you, such as:
Our Microsoft Outlook integration automatically syncs your emails and appointments across both platforms. Whether you work best from your Outlook app or within Gold-Vision, you can rest assured that all team members’ information is current. Even better, full email tracking against your Contacts and Accounts saves you valuable time regarding project management.
T-T Pump engineers work on callouts so Gold-Vision ensures they have the most up-to-date information regarding servicing requirements and issues. This has improved efficiency and enabled their team to be highly responsive with their customers and their needs
Jiggy Patel
Account Manager
