Standards and procedures
创建文章
选择文章格式，通过添加封面图片和更多编辑工具，按自己的方式撰写和分享所有信息。
类别
您可以创建自己的类别，并按照自己喜欢的方式划分内容。
物业管理
您可以使用属性来个性化打造您的知识库。属性字段在子文章之间共享。
来自其他应用的内容
Knowledge allows you to retrieve content views from other apps.
分享
您可以与内部或外部用户共享文章，并选择编辑访问权限。
自动保存和修订历史
Never lose your past and current work.
Customer relationships
Inbound leads
Get leads automatically created from emails, VoIP calls, social media reactions, website visitors, event attendees, support tickets, etc.
Pipeline management
Get a clear overview of the opportunity pipeline. Work faster with the drag-and-drop interface. Set up specific stages for each sales team. Analyze lost reasons on your opportunities to improve your sales effectiveness.
设置活动
您的计划外呼会进入队列，实现任务之间无缝切换。
Schedule meetings
通过客户机会安排会议。使用手机和 Google 日历进行同步。
Plan next actions
Plan next actions and schedule your daily work based on the most important opportunities and tasks.
Full history
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
Projects
多项目
同时从事单个或多个项目。执行多个项目分析和搜索。
分配任务
为任务选择负责人，并添加关注者，任务有任何变动都会收到通知。
子任务
创建多级子任务，让工作更有条理。从任务看板卡中查看子任务。
依赖项
设置任务间的依赖关系，以添加结构框架并增强工作的组织性。如果出现冲突，任务可以自动重新安排。
里程碑
Use milestones to track major progress points that must be reached to achieve success.
客户门户
门户用户可查看任务，并直接在同一界面针对任务沟通交流。
On-site audits
移动应用程序
Manage your work quickly and efficiently, even when you're on the move.
地图视图
Plan and view your itinerary on the map, making it easier to organize your day.
甘特视图
Manage your team's tasks with a simple drag and drop: plan dates, change assignees, and set up dependencies. Avoid double booking or unassigned tasks, and schedule tasks in batches.
可自定义工作表
设计工作表模板，配置所需全部字段，向客户提供详细报告。可为不同上门服务类型或其他业务需求创建多套模板。
Customer reports
Customer reports are generated at the end of each task and include details of the products used, timesheets, and the worksheet.
Sign
客户可以直接从移动应用程序签署报告。
Audit planning
排期
Display your shifts on a Gantt chart, calendar, or list view, and group them the way you want.
班次模板
创建班次模板并将其应用于新的班次，可节省时间，确保不会遗漏任何信息。
Recurrence
重复您的班次，这样您就不需要每次手动输入相同的操作。
避免冲突
Get a warning if multiple shifts are scheduled at the same time for an employee.
日程门户
您的员工可在个人门户上查看并管理其时间安排。
Planning analysis
根据所需指标、筛选条件与时间范围，生成各类报表。
工时单
计时器
Start tracking time automatically upon check-in. Stop the timer when completing a task to automatically fill your timesheet and immediately start timing the next assigned task.
Projects and tasks
从下拉菜单中选择要做时间表的项目和任务；无需复制粘贴。
分配小时数
Hours allocated to tasks are visible on your grid and color-coded for ease of use.
One-click validation
Get an overview of your team members' timesheets and approve them.
Invoice services on timesheets
Offer services to clients and bill them based on the amount of time spent working for them.
工时单分析
Get timesheet statistics by task, project, team member, and billing type. Use precise data to review your team's performance from different angles.
Audit appointments
Online scheduling
Let your customers schedule meetings in just a few clicks based on their availability.
团队预约类型
Show combined availability across a team and let your prospect schedule a meeting with whoever is available.
Slot management
设置多个时段，客户可根据您的偏好与空闲时间预约会议。
No double booking
When a time slot is booked, it is removed from your calendar.
Questions
添加预订时需要回答的问题。
Qualification forms
Efficiently qualify new leads with custom questions in the appointment process.
认证销售
报价单制作工具
数秒内生成专业报价单。使用预设产品、价目表与模板，快速为报价单匹配对应价格。
Quotation template
轻点几下即可创建自定义报价单模板，可重复使用以节省时间。
合同
追踪合同的各个阶段，包括开票、续约和追加销售。通过深度集成的 Odoo 订阅应用管理经常性收入合同，支持会员合约、服务合同，提供合同续约提醒与合同选项配置，并可借助 MRR 仪表板追踪经常性收入。
客户门户
Provide customers with access to an online portal to view their quotes and sales orders, and to track the status of their deliveries in real-time. Customers can modify their orders and confirm them with an electronic signature or online payment.
Manage invoicing from sales orders
Invoice based on ordered or delivered quantities, or based on time and materials. Manage payment terms by customer or by invoice. Easily track and follow up on invoice aging.
可追踪的 KPI
通过专属仪表板监控总开票额、月度经常性收入（MRR）、客户流失率、客户获取成本（CAC）等整体指标；也可在日常销售视图中快速查看关键绩效指标，并直接切换记录列表。
Invoices
Create customer invoices
Issue clear, complete and professional invoices in seconds.
Handle recurring invoices
根据合同约定设置产品开票周期。
Payment terms
设置并使用您的首选付款条件。
Get paid online
Send your invoices by email and add a link to Authorize, Paypal, Ingenico, Buckaroo, or Adyen to get paid quickly, easily, and securely.
自定义设置
选择您喜欢的设计、风格和徽标，让您的发票个性化。
Invoice analysis report
Get a comprehensive overview of your invoices and sales status.
