Intersoft ERP: Formerly known as INTERAC ERP

The Problem:
Manual Job Processes Slow Everything Down
Without workflow automation, job-related processes are:
01
Slow and reliant on manual tracking.
02
Prone to human error and communication breakdowns.
03
Difficult to standardize or repeat.
04
Hard to scale with growing teams or clients.
05
Disconnected from the rest of your ERP ecosystem.
Key Features of Job Stream
Smarter Job Execution Starts with Automation
Workflow Automation
Automate task sequences, notifications, and handoffs to ensure consistent execution—no manual follow-ups or missed steps.
Conditional Routing
Automatically route tasks to the right person or department based on predefined logic like job type, budget thresholds, or status changes.
Approval Chains
Set up tiered approval processes involving finance, project leads, or executives—ensuring oversight, accountability, and timely decision-making.
Email & Notification Integration
Send real-time alerts for due dates, approvals, or delays. Keep teams informed with built-in notifications and escalation paths for stalled tasks.
Job Status Tracking
Gain visibility into every job’s lifecycle—from initiation to closeout—with dashboards that show current status, pending actions, and timelines.
Template-Based Workflows
Generate detailed reports on reconciliation history, identifying unmatched transactions and offering insights into cash flow trends.
Manual Adjustments
Easily add or modify transactions manually if needed, ensuring that everything aligns with your bank records.
Customizable Reconciliation Rules
Set up custom rules for matching transactions based on amounts, dates, or other criteria, streamlining the reconciliation process.
Audit Trail
Maintain a complete audit trail of all reconciliations, providing transparency and simplifying financial audits.
How It Works
Create a Repeatable Process Once. Run It Automatically Forever.

Define Workflow Stages
Map out the full job lifecycle—initiation, approvals, execution, and closure—so everyone follows the same structured path.

Set Rules & Roles
Assign responsibilities and decision points based on job type, department, or priority, ensuring the right people act at the right time.

Launch Jobs via Templates
Use pre-configured workflow templates to quickly spin up new jobs with built-in structure, cutting setup time and reducing confusion.

Monitor & Manage in Real-Time
View job status, pending steps, and delays instantly from a central dashboard, helping managers stay proactive and informed.

Analyze & Optimize
Pull performance data, spot slowdowns or resource gaps, and fine-tune your workflows to increase throughput and efficiency.
Benefits Overview
Do More with Less Effort

Speed Up Job Turnaround
Accelerate every project with automated task sequences and notifications, reducing downtime caused by miscommunication.

Reduce Manual Errors
Eliminate costly mistakes by enforcing standardized workflows and built-in validations that guide users through each step.

Enable Consistency
Ensure every team follows the same repeatable process, improving results and simplifying compliance across departments.

Increase Accountability
Track each action, user, and timestamp—so it's clear who’s responsible and where a task stands at any point.

Support Scaling
Easily add new users, departments, or job types without reinventing workflows or overloading your admin team.
Module Integrations
Job Stream Ties It All Together
Connected Modules:

Job Manager
Automate handoffs between departments and ensure visibility into ongoing job activity.
Document Manager
Auto-generate or route necessary files—like permits, plans, or sign-offs—during job progression.
Payroll
Link job steps to time tracking and wage allocation, ensuring accurate labor cost capture.
General Ledger
Keep your books in sync by linking job activity to financial records in real time.
Client Accounting
Trigger billing, reconciliation, or client reporting tasks based on job status.
Use Cases by Industry
From Complex Jobs to Simple Steps

Construction & Contracting
Automate project startup, approvals, inspections, and billing

Manufacturing
Trigger tasks for production, QA, and dispatch

Public Accounting
Automate job file reviews, client sign-offs, and report generation

Retail Rollouts
Streamline location launch steps, from permits to set up

Healthcare Admin
Route facility or IT jobs through required compliance stages
