Break down what you do in your business ('jobs') into steps and tasks that provide a map for employees to follow. This ensures accuracy, consistency and clear pathways across your organisation.
Empower your employees with rapid access to relevant data
Through the single, shared contact database your employees will have instant access to customer information and a drill-down to a detailed history.
Excel at being organised
Upload any file type (Word, Excel, pdf, images, audio, video) and attach it to a job; once they are uploaded they are indexed and can be retrieved using our powerful Search Engine.
Automate to save time
Automatically generate documents from live data using your standard templates.
Keep your finger on the pulse
View a real-time snapshot of your business through the dashboards and monitor key performance indicators.
Endorse effective time management
Manage your time keeping and billing automatically when tasks are completed or via electronic timesheets. Actual time can be used for productivity reports and seamlessly flows into payroll for hourly employees. Billable time can be used to quickly generate sales invoices.
Keep connected with key stakeholders
The shared calendar and contact database combined with email functionality ensures you keep connected. Users can plan meetings effectively and book shared resources taking into account other users’ schedules. The true power of the Calendar is its ability to automatically display all project and task dates from other parts of the system giving you a high-level view of all activities by date. You can also send and receive email directly from within the application meaning all related emails are stored within ‘jobs’ they relate to.
Promote employee engagement and development
The Intranet is a website internal to ActionStep that is entirely under your control. It allows you to upload any common information such as policies and procedures, operation manuals, training dvds, employee manuals, educational content and links to other websites.
