Standard |
CallDesk |
Help desk: Generic call management. Example usage scenarios include bug tracking, system change requests, basic sales call management, business task management.
Optional integration with Roundtable TSMS: Calls can be linked to Roundtable tasks enabling support and management to easily see the status of development work.
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| CallDesk Workflow* |
Template driven workflow linked to CallDesk allows for multiple activities performed by different resources managed under one call.
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Knowledgebase |
Knowledgebase module supporting individually created entries and converted calls from CallDesk.
Content in Knowledgebase and CallDesk can be standardized with content templates.
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Release Management |
Planning calls from CallDesk to be included in releases when planning product development. Automated creation of Release Notes using information from calls in CallDesk.
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| Client Management |
Management of client details, client contacts and addresses, client products (product licensing and usage), client deliveries, projects with timesheets, mileage and expense management (planned feature).
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Product Management: Management of Products (and/or Services) including Product Versions and Product Releases.
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Product License Management |
Product Licensing: Management of product licenses and their usage against clients.
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Topic and templates |
Topics and Templates is a module designed to facilitate the creation of standardized content for use with modules like CallDesk and Knowledgebase. |
Advanced |
Project Management |
Projects linked to clients can be used to manage and track project teams, timesheet and mileage registration.
Project details include project creation, approval, start and end dates as well as commercial details related to projects.
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| Timesheet Management |
TimeSheet Management is part of the project management and allows for the complete registration of timesheets for both billable and non-billable time.
Time spent on call resolution can be easily converted to timesheets on completion of calls from CallDesk.
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| Milage Management |
The mileage module is linked to project TimeSheets and allows for tracking of mileage for invoicing or re-imbursement to employees.
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| Expense Management* |
Expense Management is a new module under development which will provide service organisations with complete management of expenses and billable material usage. This new module will be integrated with project TimeSheets for complete management of time, materials and expenses.
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| Asset Management* |
Asset Management is a new module under development. This module will provide complete management of company inventory and assets.
Assets can be managed individually or combined to create new assets that make up a complete managed inventory such as hardware units made up of individual assets (e.g. harddrives, RAM modules, monitors, etc).
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| Project contract Management* |
Project Contract Management is a new module under development. This will extend the existing project module to provide management for various types of contracts to be used in determining how invoicing to clients should be done with registered time and materials.
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| *Modules and features under development |
