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Intersoft ERP: Formerly known as INTERAC ERP

Intersoft ERP’s Top Job Stream Software Dashboard Overview

Automate Your Workflow. Accelerate Your Jobs.

Intersoft ERP Job Stream connects the dots between tasks, documents, approvals, and teams—turning fragmented processes into seamless, automated workflows.

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.

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Define Workflow Stages

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

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Set Rules & Roles

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

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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.

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Monitor & Manage in Real-Time

View job status, pending steps, and delays instantly from a central dashboard, helping managers stay proactive and informed.

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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

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Speed Up Job Turnaround

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

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Reduce Manual Errors

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

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Enable Consistency

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

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Increase Accountability

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

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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:

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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

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Construction & Contracting

Automate project startup, approvals, inspections, and billing

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Manufacturing

Trigger tasks for production, QA, and dispatch

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Public Accounting

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

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Retail Rollouts

Streamline location launch steps, from permits to set up

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Healthcare Admin

Route facility or IT jobs through required compliance stages

Frequently Asked Questions

Get Started Today

Discover the ERP Solution That Works the Way You Do

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