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Company Management

Centralised repository of contacts for easy retrieval and management. Store contact details for all the entities that you deal with: i.e. clients, suppliers/service providers, utility companies, etc. Store multiple contacts per entity if required.

fmXpert allows you to maintain a centralised store of company and contact data. Create a Company record for each entity that you deal with, and define contacts for the company within the record.

fmXpert uses company types to identify a company's primary function(s). Each company may be one or more of the following types:
Builder, Building Surveyor, Client, Installer, Manufacturer, Owner, Service Provider, Supplier, Tenant, Training Provider, Utility

Each company record contains:

• Company contact details
• Company department details (each with their own cost centres)
• Company address details. fmXpert allows you to define multiple addresses per company: a postal address, a head office address or a regional office address.
• Contact details. Create as many contacts per company as required. For each contact, maintain:
  • contact details
  • a billing contact
  • the work performed by the person
  • a training record
• Company work type details and work rates
• A company performance chart which is used to supplier and service provider performance