Hold securely your client information and automate reminders for arranged appointments, meetings and consultations. Communicate with clients through the system and again use automation tools to receive a notification when an enquiry is made, and issue the customer with an automatic response and ticket number that will be filed and their query dealt with ASAP.

Set your team members specific tasks and projects within the system and monitor their progress. All relevant members of the team can view the data and liaise and collaborate accordingly from various different locations. Employees can manually update with relevant information and mark when a task is complete, and the rest of the team can view and access the data.

Keep all documentation for each task/job/project stored together, safely and securely. Reports can be automatically created on the system when a specific job has been completed. Digital forms for day to day operations and tasks can be uploaded to the system and then distributed quickly when needed to the relevant team members.

Use the system effectively for remote working; should an employee be on site visiting a client, in a meeting, or working from home they can add data and employers can track the time they have been logged in and access the same information in real time. The employee can clock in and out of specific jobs if travelling between various locations and clients within one day, and provides a more accurate account of hours worked.

OneWizard can help you accurately evaluate the time and performance of both individual team members and the overall company by pulling together all the stored data within the one system. Track how much time your staff have been spending on jobs/projects/tasks and hours worked, trace previous client feedback, and track the financials and outgoings versus earnings.

Hold all your employee details and personal information within one system, such as job role, contracts, wage slips, and appraisals. Recruit new team members quickly and efficiently by receiving digital applications and assessing and comparing skills and credentials on screen, online communication within the team to discuss interviewees and issue new recruits with employee contracts, policies and agreements all in digital form.

Record the information regarding all company equipment and valuable items, e.g. workwear, computers, phones etc, and track specifics such as quantity held within the company and the date it was purchased. The OneWizard system can log when an item is distributed to an employee and returned, which increases their accountability for the items in their care and reduces the risk of loss and damage, therefore saving the company precious time and money on replacements.

Record all training undertaken by each employee and set up alerts as to when these need to be reviewed. Arrange and schedule training courses along with your staff rota/calendar digitally and distribute training related paperwork or written manuals/guidelines that require reading and signing to employees, all within the OneWizard portal.