WELCOME TO BIZ SUPPORT

This is support for users of the STANDARD BIZ system.

If you are a user of the BIZ+ system, please click here for support.

Getting Started With Biz
Accounts & Sales
Project Details & Assignments
Team
Tasks
Automated Workflows
Calendar
Customer Service

ACCOUNTS & SALES

  • Track Leads & Sales

  • Manage Active Accounts & Contracts

  • Contacts & Connections

  • Central Hub for Action-Items & Notes

SEE TUTORIALS

PROJECT DETAILS & ASSIGNMENTS

  • Manage Projects From Beginning to End

  • Tasks & Alerts to Make Sure Nothing Slips Through the Cracks

  • Central Reference Point for the Team

  • Drive Team Assignments & Logistics

SEE TUTORIALS

TEAM

  • Directory of Team Members

  • Project Assignments

  • Messaging & Video Conference

  • Resource Scheduling

SEE TUTORIALS

TASKS

  • Central Driving Force for BIZ Operations

  • Personal Checklists

  • Team & Project Management

  • Connected to accounts and Projects

SEE TUTORIALS

AUTOMATED WORKFLOWS

  • Map Recurring Processes

  • Integrated with Accounts & Projects

  • Tasks, Schedules, Messages, Sync, Points…

  • Smart (conditional) Logic Branching

SEE TUTORIALS

CALENDAR

  • Master Schedule

  • Team Schedules & Availability

  • Sync with Automated Project Workflows

  • Track Meetings & Other Events

SEE TUTORIALS

CUSTOMER SERVICE

  • Create & Track Issues

  • Automate Action Assignments

  • Sync with Accounts or Projects

  • Generate Trend Reports

SEE TUTORIALS
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