Panexis

Construction Project Management Tools

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This extensive operational management platform streamlines the entire workflow for installation, renovation, or construction businesses by consolidating quotes, deposits, job scheduling, site communication, supplier orders, and customer handover processes into one centralized digital workspace. Its key features include customizable job boards, visual calendars, workload planning, automated reminders, seamless payment processing, shared documents for site visits and customer feedback, and user-specific portals for staff, customers, and suppliers, addressing common inefficiencies such as manual tracking, duplicate retyping, missed deadlines, and miscommunication. Designed for businesses involved in installation and manufacturing sectors, it helps teams stay coordinated, reduce administrative overhead, improve project visibility, and improve customer satisfaction throughout the entire project lifecycle.

Panexis can be found in Construction Project Management Tools categories.

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Details

Panexis Main Features

• Pricing
  Start with a small setup and expand the workflow as needed.
• Branding
  Use your own logo and branding in the workspace.
• Job Board
  Flags jobs needing attention, such as missing deposits, unassigned fitters, overdue tasks, or blockers.
• Workspace
  A single, clean place to manage all tasks like quotes, deposits, job stages, planning, paperwork, visits, orders, customer documents, feedback, and updates.
• Admin Setup
  Customize settings for customers, suppliers, staff, pricing, payments, and rules.
• Beta Access
  Limited access to try new features before they are officially released.
• User Access
  Invite only for beta users, with options for different access levels.
• Current Jobs
  Shows all ongoing jobs with linked details like fitter notes, deposit status, and customer info.
• Job Movement
  Move jobs through different stages, save favorite views, and plan the diary to prevent delays.
• Custom Job Board
  A flexible tool to track all job steps visually and manage workload.
• Quote to Deposit
  Turns quotes into real jobs and allows payment requests via Stripe or bank transfer.
• Site to Handover
  Fitters send photos and notes, then customers get final documents and feedback prompts.
• Workload Planner
  Check who is busy, which jobs are overdue, and what should be scheduled next.
• Handover Documents
  Allows fitters to send photos and notes back and customers to receive final documents and provide feedback.
• Planning and Workflow
  Helps see who's busy, what is overdue, and what is next to be scheduled to avoid delays.
• Shared Diary and Calendar
  See upcoming jobs, plan tasks, and coordinate team schedules.
• Automated Reminders and Communication
  Sends automatic updates, reminders, and feedback requests to customers and staff.

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