This guide is designed for the administrators responsible for setting up and managing the Vorex™ software solution. Depending on the size of your organization, you may want to limit the number of Global Administrators (the highest level of permissions) in your system.
The user guide is designed by module, with the premise that some administrative work and system configuration needs to be completed first.
Before creating tickets and projects, assigning to-dos, generating invoices, and running reports, you'll want to add some basic data specific for your company in the Admin Module.
In this module . . .
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You will find this kind of information . . .
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Admin
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Setting up Your Company
- Creating departments, roles and rates for billing
- Custom fields to add to existing forms.
- Setting up account types and codes to integrate with your accounting software.
- Preconfiguring drop down lists – faster and easier to complete forms
- Creating work-flow rules to automate daily task and communicate with external and internal customers.
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Human Resources - HR
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Adding/Managing the Employees
- Selecting job titles and placing in the right department.
- Tracking personal contacts, wage history, time off balances.
- Applying the proper access level to Vorex™.
- Quickly producing organization charts to visually see your company structure.
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Finance
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Set up the Contracts/Billing
- Use roles and rates and services in the already entered into system to create T&M,
- Recurring, fixed price, prepaid hours and prepaid dollar contracts.
- Review time and expense entries
- Generate invoices or transfer to QuickBooks.
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Projects
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Create Projects and Assign Tasks
- Manage and monitor progress on a projects dashboard.
- Real time updates on estimate hours and used hours and budgets.
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Service Desk
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Create and manage Support Tickets
- Access the dashboard by priority, by issue, by client, etc.
- Set up queues to manage tickets with common themes.
- Store and track all the assets your customers have
- Automatic alerts displayed and sent when a contract or warranty is set to expire.
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CRM
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Store and Manage all the Accounts
- Clients, prospects, vendors, etc.
- Access contacts with phone numbers, emails, notes and future activities.
- Create and track opportunities and see all this information in pipeline reports.
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Reports
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Create Reports
- Organized by modules, you will find it easy to run the reports you need for Service Desk – Projects – CRM – Finance – Time-sheet and Expenses.
- With easy to use filters, you can generate and export in a multitude of formats.
- New Ad Hoc Report Writer
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