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Precision Workflow Business Efficiency Software, CRM & ERP

Software Tailored To Your Exact Needs

Precision Workflow was designed to provide businesses with structure, processes and workflows without limitations. Too many companies fail when going digital because the software they’re trying to implement can’t adapt to their specific business requirements. Precision Workflow provides lean process management tools and features, and empowers businesses to customize and adapt those tools to match their needs. Capitalizing on years of experience with implementations and designing digital workflows and processes, our team works with you to ensure Precision Workflow has the right configurations to provide the real-time information you need to operate optimally. Maximize revenues, streamline operations and reduce errors with software designed to work the way you need it to.

What Can Precision Workflow Do For Your Business?
ORGANIZE, STREAMLINE & SIMPLIFY

Organize, Streamline & Get Your Team Connected
Sales

Sales

Lead Management
CRM
Customer Portals
Cold Calling

Estimating

Estimating

Quoting
Bidding
Sales Orders
Online Stores

Projects

Projects

Jobs
Case Files
Field Services
Site Management

Projections

Projections

Budgeting
Forecasting
Cost Analysis
KPI’s

Resource Management

Resource Management

Staff
Vendors
Contractors
Remuneration

Asset Management

Asset Management

Equipment
Inventory
Warehousing
Manufacturing

Action Items

Action Items

Ticketing
Work Orders
Task Management
Checklists

Accounting

Accounting

Assets
Liabilities
Expenses
Revenue

Sales

Sales

Lead Management
CRM
Customer Portals
Cold Calling

Estimating

Estimating

Quoting
Bidding
Sales Orders
Online Stores

Projects

Projects

Jobs
Case Files
Field Services
Site Management

Projections

Projections

Budgeting
Forecasting
Cost Analysis
KPI’s

Resource Management

Staff
Vendors
Contractors
Remuneration

Resource Management

Asset Management

Equipment
Inventory
Warehousing
Manufacturing

Asset Management

Action Items

Ticketing
Work Orders
Task Management
Checklists

Action Items

Accounting

Assets
Liabilities
Expenses
Revenue

Accounting


Team Management

Streamlined Operational Practices
Streamlined Operational Practices
To enhance your ability to deliver results, Precision Workflow provides, monitors and tracks processes, eliminating unnecessary steps while organizing, analyzing and reporting on all collected information.

Working alongside industry specific experts with experience in the application of lean process management implementation, the Precision Workflow team provides businesses with strategic workflows, configuring and customizing the software to match your exact needs. With the objective of increasing revenues, tracking and reducing costs, improving quality control and shortening execution schedules, our hands-on implementation approach improves results in all aspects of your business.

With simple, easy to use and remotely accessible applications and features, Precision Workflow connects all aspects of your business, getting your entire team working from one secure platform. Increase communication and get your team connected with real-time visibility, data and details that ensure transparency. Reduce errors and increase your time to invoice by ensuring your team has the information and processes needed to drive revenues.

Streamlined Operational Practices
Ticketing, Workorders & Field Service Management
Ticketing, Workorders & Field Service Management
Ticketing, Workorders & Field Service Management
Remove the guesswork from your business and get the facts as if you were onsite first hand, with easy to use front line service software that tracks, reports and ensures all details are being entered efficiently and correctly.

Precision Workflow helps businesses effectively gather essential information, account for what has happened, invoice and organize next steps from any web based device. With online and offline tracking systems that ensure all aspects of your business are getting the information needed, we help reduce errors and increase your time to invoice. Our easy to use site management services allow you to track and manage your resources as well as track and monitor how they’re performing. Interactive dashboards, productivity tracking and real-time awareness provides the visibility needed to ensure you’re delivering on time and on budget.

With a variety of templated, configurable and customizable capabilities, Precision Workflow ensures that your site based requirements are met, accounted for and tracked. With real-time visibility and performance tracking capabilities, your business will have all the essential information needed to make the best decisions as required. Eliminate all guesswork, cut right to the facts and give your business the job, project, ticket, work order and site profit and loss reporting needed. Precision Workflow delivers real-time costing, revenue and margin tracking reporting, giving your business the competitive and strategic edge needed to maximize revenues.

Real-Time Business Management Tools
Real-Time Business Management Tools
We provide configurable tools that help your manage all aspects of your business, such as estimating, bidding, project management, ticketing, work orders, dispatching, logistics, equipment management, inventory, warehousing, purchase orders, HR, safety, timesheets, contractor payments, invoicing, budgeting and forecasting to name a few. Precision Workflow ensures you have visibility on every resource, process and workflow your business requires.

With the ability to remotely manage all aspects of your business, Precision Workflow doesn’t just account, track, record and report on all essentials; we automate and ensure real-time access to them. With far too many individual tools and features to list, Precision Workflow empowers businesses to select the tools that best match their individual needs.

Whether your business is currently working with various individual digital tools, systems, software platforms and Apps, or has never implemented a digital tool to date, Precision Workflow has an implementation process that can work for you. Our team works with your business, reviewing, developing and creating digital processes that maximize your ability to perform, execute and drive revenue.

Real-Time Business Management Tools

What Can You Expect From Precision Workflow

Enhanced Business Efficiency
Improved Productivity
Simple Process Management
User Friendly Interface
Real-Time Tracking & Reporting
Resource Management
Projections & Mapping
Implementation & Training
Real-time Support
Constant Growth & Improvements
Spiral

What You Can Expect From Us

Key Performance Indicators
Customer Deliverable Management
Steamlined Communication
Quality Standards
Real-Time Reporting & Knowledge
Accountability
Strategic Efficiencies
Cost Vs. Profit Analysis
Performance Management

Key Performance Indicators


Precision Workflow Never Stops Working For Your Business

ROOK Connect Is Compatible With All Browsers & Devices
ROOK Connect Supported Browsers & Devices

Support Plans

Champion Program

  • Tools/Features Product License
  • Hosting Setup & Configuration
  • Supported Configuration
  • Data Migration
  • Champion Training
  • Paid Support

Get Started

Kickstart My Business

  • Unlimited Tools/Features
  • Process Development
  • Supported Configuration
  • Team Training
  • Supported Implementation
  • Paid Support

Get Started

Go Digital

  • Unlimited Tools/Features
  • Workflows & Process Development
  • Supported Operations & Configuration
  • Dedicated Resource & Onsite Training
  • Dedicated Resources Implementation
  • Unlimited Customization & Support

Get Started

POWERED BY & BUILT ON ROOK CONNECT

ROOK Connect

Working with industry partners, ROOK Connect has developed targeted software/ERP solutions that are configured and designed specifically to maximize business efficiency for a specific business sector. With a multitude of business tools and configurable functionality additions, ROOK Connect pre-built software solutions empower you to choose the functionality your business needs and configure each aspect to match your exact requirements. With custom development, implementation and training processes, our team can manage as little or as much of your day to day operational needs as you see fit. Work with us and let our trained professionals help take your business to the next level.

Visit ROOK Connect

PRECISION WORKFLOW IS CONNECTED

Precision Workflow Application Program Interface (API) and File Transfer Protocol (FTP) systems allow our software to seamlessly connect with others. With integrations, partners, API's, FTP's, tunnels and import/export features, there's a variety of ways that ROOK Connect can support your business interfacing with third parties.

Amazon Web Services
Payworks
PayPal
stripe
quickbooks
sage
Ceridian
Cortex
SAP
Sales Force
Deloitte
ADP
Open Invoice
Microsoft
Dynamics365