BOSS® Software Features
The Features of Our Business Operation Software Service (BOSS®)
At The Integra Group, we make your BOSS® work for you!
Role-Based Users
Secure Access Controls
You need the visibility to see data across your business, but that doesn’t mean every user on your system needs that same level of visibility. We designed BOSS® with customizable levels of access to each part of the system. A new hire may not need access to an enterprise-level overview of your company, but they probably need a way to clock in and log their hours.
Permission-based access allows you to set up approval processes for all workflows based on an employee’s role within your company. We can build in access controls that require approval for certain employees in your company to send something to a client. You can configure BOSS®’s role-based system to ensure that manager approval is granted before this employee is able to communicate with the client.
Optimize Workflows
BOSS® is a flexible platform that lets you adjust levels of access as your company grows. Employee responsibilities change as your business evolves, and BOSS® doesn’t hold you back from taking that next step in your company’s growth. BOSS® comes with the ability to customize elements of the software to better suit your needs, including roles, in real time.
A role-based enterprise management system improves your company’s workflow. Instead of asking for certain information over and over, an employee can simply be granted access to that information when it’s required for their role. If certain information becomes irrelevant to an employee’s position, access can be removed, which declutters workloads and maximizes security. Optimizing workflows is key to employee efficiency and lasting growth. With BOSS®’s role-based system, workflows can be optimized by putting the right information in the right hands.
Reporting
Reporting Made Easy
BOSS® puts your business-critical information at your fingertips. The software already has the data required to make advanced reports. All you need to do is choose how it’s going to look. We offer a substantial selection of premade reports that offer design clarity and ease of use that reflex hundreds of years of business intelligent design.
Additionally, you can create your own layouts or new Ad-Hoc reports to suit your needs. If you chose to make your own, BOSS® has an intuitive drag-and-drop interface that allows you to make a new template that you can save for future use. Any detail you might need can be added to reports to assess your company’s performance.
Business Intelligence Leads to Business Improvement
The instinctual feel for running your company is lost as it grows. Our mission is to put the necessary tools in your hands to get that intuition back. All the data in the world won’t grow your business if you can’t translate it into actionable insights. That’s why BOSS® has a built-in business intelligence reporting engine. BOSS® also includes the capability to produce interactive graphical reports through the reporting engine, so there’s no need to purchase additional reporting software for sophisticated analysis.
Our business intelligence tools are part of our approach to an all-in-one enterprise software management solution. We think that software should scale with your business, be flexible enough to adapt to your business, and deliver ROI.
CRM and Lead Management
Customer Relationship Management Specific to Your Industry
Customer relationship management is something that many software providers offer, but most are only generic. The BOSS® CRM flows directly into an industry specific contract avoiding the duplicate entry and keeping the rest of the organization in sync with the sales pipeline.
BOSS® unifies your CRM platform by integrating every aspect of the customer relationship, from lead management to automated invoicing, allowing for real-time information to flow between teams while keeping customers up to speed. With BOSS®, your company can manage leads, prioritize prospects based on criteria important to you, and create marketing list and campaigns based on settings specific to your industry.
Plus, BOSS® empowers your team to prioritize accurate, consistent communication when dealing with customers since the latest information and complete customer history is available to the appropriate people throughout the organization.
Keep Teams in Sync
One of the most significant sources of information drag occurs when one employee has to hunt down another for critical information that’s required to close a deal with a potential customer or bolster a relationship with an existing customer.
With BOSS®, your sales and support teams stay on the same page with all the information they need to do their jobs in one place. Our CRM and lead management tools also offer goal-setting capabilities, so management can set goals and your team can track their progress toward achieving those goals.
BOSS® enables a sales team member to move seamlessly from a signed contract into production and have an automatic notification sent to both their manager and the appropriate team in production.
Catalogs
Increased Profitability
Your product and service catalog is the backbone of what you do and what you charge for it. If that catalog isn’t accurate and up to date, your business is running blind. As companies grow, the enormity of different service sets can be overwhelming when not intuitively organized.
BOSS® consolidates and unifies your service catalog, guaranteeing accuracy across your organization as you make bids. Our platform prevents two of the biggest problems with inaccurate service catalogs:
- When your team overbids, you’re potentially losing out on viable customers you could’ve otherwise won.
- When your team underbids, projects go over budget.
If project profitability is a slim margin for your business, BOSS® ensures that you have the right tools to maximize profitability as your business grows.
Real-Time Updates
Having accurate and up-to-date information in your service catalog allows you to stay on top of your estimating and bidding system. BOSS®’s service catalogs are structured to easily update pricing and maintain accurate rates so your team can maximize profitability on every project while identifying the common sources of overruns. You can also set permissions so that only relevant team members can access and edit the catalog, ensuring ongoing accuracy. When someone makes an edit to the catalog, BOSS® updates rates in real time, enabling edits to be applied across all estimates on future jobs. Our catalog tool is incredibly valuable for customer renewals. If you’re locked into a certain time frame for a customer, you have to be sure that the price you set is accurate to remain profitable, and BOSS® makes it easy.
Estimating
Estimate With Confidence
When it comes time to make an estimate for a job or project, every component of that estimate has to be accurate and up to date to ensure your company makes money. BOSS® streamlines both of these tasks, allowing your company to take on more and larger estimates while maintaining consistency across your organization. BOSS® is regularly used in estimating multi-million dollar construction projects as well as HOA maintenance contracts for entire neighborhoods.
With your BOSS® working for you, every estimate, large or small, is accurate and reflects the most recent pricing levels. BOSS® also tracks actuals versus estimates so as material costs increase or other changes occur, BOSS® automatically helps you identify the cause. BOSS® also allows you to refine your estimating process and adjust pricing based on performance facts discovered from the BOSS® business intelligence, and these changes become effective for all new estimates without the need to re-train employees on the driving factors.
Keeping up With Trends
Our team continually updates BOSS® to keep up with industry trends. We’re aware that there are a variety of tools that companies can use that make estimates more accurate than ever before. One such tool is satellite or aerial measurements to quote jobs. BOSS® is compatible with outside software vendors to import satellite or aerial measurements, a testament to how BOSS® is made to work for your company’s specific needs while improving operations at every level.
Labor Forecasting
Priceless Data
Labor forecasting insights can save lot of time and lost money. Too often, growing organizations are guided by instincts alone, which can result in significant lost profit. That’s why BOSS® makes it quick and easy to use our labor forecasting tools without requiring complicated calculations.
Our forecasting tool provides relevant, specific, and accurate information that’s built on your company’s labor needs. Our tool provides the right information for managers to estimate staffing needs, and eliminate overspending on labor costs by calculating months in advance.
Built-In Seasonality Forecasting
We pride ourselves on addressing industry-specific challenges with BOSS®. We understand that most service sectors have seasonality’s that other industries don’t always share. With this in mind, we developed specific features in BOSS® to respond directly to the problems our customers face. Our labor forecasting tool helps to manage the seasonal nature of the service sector.
BOSS®’s labor forecasting tool gives your company the ability to see beyond the current season. Forecasting allows you to have a clear view of your anticipated labor needs calculated months in advance, no matter your industry.
Information Security
A Focus on Information Security
Our craft is mission-critical software. That means if our software goes down, so does our customers’. That’s why we pride ourselves on building software solutions that deliver 24/7 reliability, maximize uptime, and prioritize data security, all in one complete IT solution.
Our software keeps the information of some of the largest companies in the service sector secure from both inside and outside threats. Since BOSS® is used to drive the operations of various multi-billion dollar corporations, it regularly passes internal and external audits verifying transactional accuracy & Sarbanes Oxley compliance. This continuous scrutiny ensures BOSS® remains excellent for all of our clients.
White-Hat Tested
BOSS® is used by multibillion-dollar corporations, and their IT teams routinely test and validate security using “White Hat” hackers (i.e., good guys impersonating bad guys) to make sure BOSS® stays ahead of hacking trends.
This type of ongoing dedication to information security high-end investment provides benefits to all clients in the BOSS® community. We know of none of our competitors that can match this level of important focus on information security. This is just one more way BOSS® demonstrates how we are committed to bringing the best technological solutions to you.
Invoicing
Simple Tasks Made Simpler
We’ve made BOSS®’s invoicing tool to be fast, accurate, and easy to use. Built into the same platform that keeps track of your employees’ hours and material costs, you can handle T&M invoicing the same day the work is completed without the need to cross check numbers with different software tools. BOSS® connects it all together to maintain accuracy and make invoicing easy on you and your clients. From there, all of your invoices are saved to BOSS® for future review.
Invoice in Moments
For bigger projects, BOSS® can batch monthly or set budget contracts into one itemized invoice that takes only moments to create. BOSS® keeps track of T&M throughout the month for any of your employees that might have worked on a given project. Gone are the days of piecing T&M together from a variety of disconnected platforms.
Ultimately, BOSS® offers a holistic approach to improve your business at every level. Since invoicing covers multiple departments of your company, BOSS® ensures that all information is synced between departments in real time in order to maintain accuracy. The interconnectivity of BOSS® facilitates even more invoicing benefits—invoices can even be synced with your accounting system for accounts receivable reporting.
BOSS® Mobile
Seamless Mobile Access
We know today’s worker needs to have information at their fingertips regardless of where they happen to be. BOSS® mobile is compatible with both iOS and Android devices.
The BOSS® responsive screen design provides layouts that adapt based on the screen size of the user, so they can make the most of the screen real estate they have while still allowing them to complete the tasks in the field on a small phone if they need to. Our clients’ employees really appreciate how easy it is to use as they work and move from job to job.
On the Go
Your company has a lot of moving parts, and each part of it needs access to different levels of BOSS®. BOSS® facilitates your company’s on-the-go and on-site needs for all of your employees. If a problem arises on site, an employee can take a picture from a phone and send it to the appropriate person at the office through BOSS® without requiring the employees to exchange personal phone numbers. By keeping all information on BOSS®, your company can keep records and prioritize services as soon as the need arises.
Issue Tracking
Track Problems as They Happen
Almost every project comes with a unique set of problems. Instead of struggling with the same issues over and over again, we’ve built a robust issue tracking system into BOSS®. Issues and difficulties during a project can be reported with photographs to explain the issue. The issue is then shared within the company and prioritized based on the scope of the problem. From there, the problem can be escalated or converted into a work order if needed. By having all information contained on one platform, rather than employees texting or emailing management, a professional record is kept of the issue along with extra information and work orders.
Customer Service
We understand that if you want to sustainably grow, you have to stay one step ahead of customer complaints since most issues can be resolved before a client is even aware of the problem. Fast and efficient communications through the BOSS® platform empower your team to resolve issues before they turn into customer complaints.
Issue history is reportable within BOSS®, which helps identify trends. Catching these patterns early allows you to reduce expenditures on repeating problems, and BOSS® software encompasses the entirety of your company’s operations for that reason. In large organizations, repeating issues can drain profits if the right people aren’t aware of the problem. With an intuitive issue tracker built into the BOSS® software, the first person to encounter the issue can escalate it to the proper people in real time.
Branch Management
Manageable Growth
As companies expand and evolve, growing pains are bound to happen. Branch management, specifically, is a sticking point for many organizations. As a complete enterprise management software platform, BOSS® unifies organizations and simplifies communication across multiple branches.
With BOSS®, multiple branches across multiple states with different tax jurisdictions can easily manage invoices, work orders, and payroll totals in real time while being segmented to your specifications automatically. BOSS® makes it easy to see both the bird’s eye view of all branches at one time as well as the smallest jobs at individual branches.
We Grow With You
With BOSS®, you have the ability to add on or split branches in a dynamic way. We know that your business has to be flexible to meet market demands and keep pace with growth. That’s why we developed BOSS® to be just as flexible as you need it to be. You can change your organization’s structure on BOSS® quickly and easily without losing visibility at each branch. BOSS® lets your company grow as it needs to without your enterprise management software slowing you down, so you never have to worry about upgrading your software again.
Don’t Purchase Software Solely Based on a Checklist of Features
When you purchase mission-critical business management software, you’re investing in more than technology—you’re investing in a partnership that should add value to your operations for decades to come. So, make sure to select a business partner you can trust to be with you for the long term.
The Integra Group
Business Improvement Software Integrated With the Integrity of a Business Partner
