Issue Manager provides a simple way to monitor outstanding issues related to customers, projects, orders, or any other crucial aspect of the company’s operations. Because it is likely that issues arise during the normal course of business, Issues Manager provides a means of tracking conversation topics related to higher level records in anticipation of problems. This allows Issues Manager to service the dual purpose of sub-topic conversation tracking as well as issue resolution monitoring.

While no customer expects a vendor to be “perfect”, they do expect issues to be acknowledged and resolved in a timely fashion. Issues Manager facilitates the quick recording and thorough tracking of issues, linking them to the parent topic for context and reporting.

The ability to quickly glance at a project or customer dashboard and see the issues that could stand between you and the next order approval are invaluable.

This tool provides issue visibility and promotes proactive resolution, a characteristic of all well-run companies.

Daily Progress Reports

Definable issue types

Customer, site, and employee association

Order association

Project association

Customizable forms

Dynamic checklists