Our Implementation Process

Our customer relationship management (CRM) solution provides a daily touchpoint for what your organization revolves around—the customer experience. From lead capture to customer roadmapping, our software empowers you to prioritize customer engagement, so you can’t help but build partnerships that drive growth.

When you have 20+ years in the industry, it’s easy to estimate or bid on a job because you’ve already seen it all, but as your team of estimators grows, not everyone brings that same level of expertise to the table. When that happens, you end up with inconsistent estimates, project overruns, and double data entry.

BOSS® consolidates the bidding and estimating process into a process using performance metrics that delivers consistent results from your entire sales staff. You no longer need to find estimators with 10 or 20 years of experience. BOSS® also gives you the control to change all future estimates based on analysis of historical performance without the need to re-train your staff.

With BOSS®, scheduling is a natural next step of closing contracts because the labor needs are established. BOSS® provides a comprehensive, easy to use, drag-and-drop screen for scheduling your work crews.

The BOSS® Forecasting capability allows you to have a clear view of your anticipated labor needs calculated months in advance. This allows you to tightly manage your labor needs to the services you need to deliver. This has created so much in labor savings for some of our clients that it has turned BOSS® into a money-maker for them by virtually eliminating any wasted labor costs.

BOSS® allows you to manage labor and material expenses directly to each job. This is one of the keys to your business transformation because it accurately tracks job performance and puts that information at your fingertips. In our experience, this something most businesses simply cannot do.

We build all of our software solutions with mobile-first capabilities in mind. All of our focus industries require that workers have the ability to work away from their desk as effectively as they do in the office. Employees have the tools to enter data into the system from the job site, while managers can access that data from anywhere with a network connection.

BOSS® really simplifies billing because it is all automatically driven off the combination of the built-in contacts, and the service activities. This results in billing activities that once took days being accomplished in seconds.

The combination of the reduced processing time, and industry specific invoicing that requires fewer client questions results in speeding up your overall receivable collections.

What good is a stockpile of business data if you can’t translate that data into smarter business decisions? Because The Integra Group consolidates all business systems into one seamless platform, you can run advanced reports that pull data from every level of your organization. The result is business transformation!

We let you choose the accounting system of your choice. BOSS® provides an integration with your accounting system that updates in real time. So, no duplicate information entry is necessary, and all departments stay on the same page.