Company and Contact Management

Asset Management Asset Types Contract Management Schedules Project Management Job Management Company and Contact Management Sites, buildings and keys Document Management Reporting fmXpert maintains a centralised store of contact details for all the companies and/or contacts that you deal with. Create a company record for each entity. Company Types Company types identify the main function(s) of a company and are used within assetXpress to automatically present the appropriate company records for selection wherever a company contact is required. fmXpert uses the following predefined company types: Builder Building Surveyor Client Installer Manufacturer Owner Service Provider Supplier Tenant Training Provider Utility A company may have multiple functions - use company types to define all the functions of the company. Company Departments Define as many departments for a company as required, each with their own cost centres and account details. Addresses Define multiple addresses for the company as required: for example, a postal address, a street address, or maybe even a specific address for a particular department (eg customer service). Company Contacts Store details for as many company contacts as required: For each contact, record contact details a billing contact the work performed by the person training completed - view at a glance if the contact has the appropriate skillset to complete a task Work Type Define company work types and work rates Company Performance fmXpert automatically tracks and charts supplier and service provider performance

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