WORKFLOW
MANAGEMENT
Welcome to OnSite Companion...
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www.companionsystems.com.au
OnSite Companion is the industry
leading workflow management
software, by Companion Systems.
For over 10 years, we have been
providing our clients with a simple
yet powerful software solution that
allows them to customise their
workflows to suit their businesses
and its people.
OnSite Companion will begin
working for your business from
the moment you make initial
contact with a new potential client.
OnSite Companion will allow you to plan
your sales workflows, track and store all
client communications, documentation
and notes as well as drive sales staff to
provide consistent sales outputs.
Pre Sale
During the pre construction
phase you can be assured that
your contracts and administration
staff are following the correct, and
most efficient procedure.
OnSite Companion will ensure that plans
and approvals, council applications and all
other
pre
construction
activities
are
completed efficiently, ensuring your clients a
smooth pre construction phase.
Pre Construction
OnSite Companion is a complete
workflow management system.
After handover you will be able to
retain a full archive of all jobs that
have been completed.
This includes all schedules, documentation,
work releases, extension of time
notifications, messages, alerts, notes etc. This
means that should you ever require this
information again, it will be easily and
instantly accessible.
Warranty
Maintenance
During the maintenance phase,
you will have a complete job
record of all activity completion
dates, associated staff and trades as
well as a full diary of all job notes that have
been collected throughout the job cycle.
You will be able to generate a full list of
maintenance and defects that had been
tracked to the job both pre and post
handover and generate work releases to
trades for rectifications.
During the construction phase
your supervisors will be in direct
contact with the office, even out
on site.
They will be able to manage their jobs,
book trades, create, store and access all job
documentation and much more. OnSite
Companion gives your staff complete
access to all information that has been
collected throughout the job, ensuring they
are always acting on up to date, and
accurate information.
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Top 5 Features
CALL US TODAY TO FIND OUT MORE
Fully customisable documents and reports engine allowing you to design
and generate customised documentation and reports immediately.
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Automatically generated “to do” list giving your staff a full list of all
activities that can be worked on immediately.
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Simple interface allowing your office staff and supervisors to access all
job information quickly.
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One place to manage all job schedules, defects and variations, third
party contact details, work releases, documents and communications.
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Easily customisable workflow templates that allow you to map your
business processes exactly, from presale to completion.
AUTOMATIC DOCUMENT GENERATION
OnSite Companion will allow you to generate any documentation required. Manage welcome letters, sales letters, progress reports and claim requests through to council applications, colour selections and extension of time notices.
DOCUMENT & FILE MANAGEMENT SYSTEM
OnSite Companion revolutionises the way your staff save and access documentation. Each job will have its own folder, with easy search functions to find the right
document quickly.
SHARE DOCUMENTS BETWEEN SITE AND OFFICE
Your remote staff will have instant access to all generated documentation, as well as being able to generate and attach documentation themselves, and sync it back to the office.
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www.companionsystems.com.au
Taking control of your jobs
and your people
AUTOMATE YOUR ADMINISTRATION
with OnSite Companion
STORE AND MANAGE SERVICE PROVIDER DETAILS
OnSite Companion gives you one central place to manage all third party details including contacts, emails, phone numbers and insurance details.
QUICK SEARCH FUNCTIONALITY
Because each of your trades and third parties are allocated catagories, you will be able to search for trades in your database by type or contact details.
TRACK ALL TRADE AND SUPPLIER DOCUMENTATION
Trade and suppliers have their own documents box, allowing you to store all communications and documentation in relation to trades or suppliers.
AUTOMATICALLY RELEASE WORK TO TRADES
The bulk work release engine will allow your supervisors, foreman, project managers and office staff to automatically send work releases to trades and suppliers.
MANAGE YOUR PEOPLE
CONTROL YOUR WORKFLOW
with OnSite Companion
EASILY CUSTOMISABLE TEMPLATES
OnSite Companion is flexible. It allows you to completely customise your schedule to match your business, including activity types, time frames and descriptions.
EDIT JOBS IN PROGRESS
Once your job template has been generated, you will have the ability to further customise each job based on the specific requirements of your client.
TRACK AND MANAGE DEFECTS AND VARIATIONS
Easily manage defects and variations whether in the office or out on site. You will be able to log, review and manage all requests from clients.
SPEND LESS TIME PLANNING
Because OnSite Companion is simple to use, and supports staff members, your team can spend less time doing more.
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MANAGE STAFF’S DAY TO DAY ACTIVITIES
OnSite Companion will allow you to automatically allocate tasks to your internal staff members, either on a job by job basis or at a template level.
EDIT JOBS IN PROGRESS
OnSite Companion will provide your staff with a list of tasks that are due for completion or coming up in the job schedule.
KEEPING THE WORKFLOW MOVING
Because OnSite Companion tracks and manages all workflows, communications and documents, you will be able to assign and reassign activities in real time.
CONNECTING THE SITE AND OFFICE
Because OnSite Companion links both the site and office, you will immediately gain the benefits of instantaneous interdepartmental communication.
SCHEDULING YOUR JOBS
with OnSite Companion
Our business has
evolved with
OnSite Companion.
Vince Camera
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www.companionsystems.com.au
IT SIMPLY KEEPS US ALL ON TRACK
-KARINDA GILL ABODE NEW HOMES
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IT SIMPLY KEEPS
“
US ALL ON
TRACK
-KARINDA GILL
ABODE NEW HOMES
IT SIMPLY KEEPS US ALL ON TRACK
-KARINDA GILL ABODE NEW HOMES
“
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ONSITE COMPANION HAS INCREASED OUR CAPACITY BY OVER
30%
-DAVID HOWARTH BLACKETT HOMES
Send, save and share all
notes and communications
with your entire sta�
�
ALERTS AND MESSAGES
Increase productivity by
ensuring everyone has the
right in�
ormation at the
right time
PRODUCTIVITY
All sta�
� have instant access
to all o�ce documentation,
even out on the road
REMOTE ACCESS
Supervisors and o�ce
sta�
� can save all
communications
and correspondence
ONSITE COMPANION IS THE ONE STOP TOOL FOR EVERY SUPERVISOR
-SCOTT BULLAN MCDONALD JONES HOMES
