A new security mandate.
You create the mandate for three months: the assignments follow from it.
Mandate · 01.10-31.12Features 07 / 07
CRM
Your clients, linked to the schedule.
A mandate becomes assignments, assignments become shifts, and every hour goes back to the client in their report.
Step by step Back-office · CRM Résidence des Alpes
Client
Sion Security · cleaning
Mandate
Night security To renew
Assignments
Fri 22:00 · SK Sat 22:00 · MD Sun 22:00 · LB
CRM report
142.5 h Shared
Step by step
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Your clients
Every client has a profile, in the same place as your team and your schedule.
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Dated mandates
A mandate sets out what you do for a client, and for which period.
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Planned assignments
Assignments come from mandates and go into the schedule, with the right people.
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Assignment control
You follow every assignment, and spot those not yet assigned and those to renew.
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CRM reports
Hours per client and per mandate, shared with the client if you wish.
Follow-up CRM
A signed mandate becomes assignments, assignments become shifts, and every hour goes back to the client in their report.
See reportsDay to day
From mandate to invoice.
01 / 05
An assignment with no one on it.
Assignment control shows what is not yet assigned.
Unassigned · 2A mandate is coming to an end.
It appears in the assignments to renew, before the end date.
To renewThe client asks for an update.
You share their report: hours and assignments for the period.
CRM report SharedInvoicing starts from real hours.
Hours clocked per assignment and per client are already grouped together.
Assignments Hours Client report Scroll to move on Drag or use the arrows Swipe to move on
The CRM is a module that is enabled as you need it.
The mandate sets out the commitment to the client and its period; assignments carry it out, planned day by day.
Yes. CRM reports can be shared with your clients.
Yes. Assignment control lists those to renew and the mandates not yet assigned.
Demo 30 minutes
30 minutes to show you.
You bring your questions. We show you your schedule in Sunkro.