FAQ
e-manage|ONE works great for small business and works even better for larger businesses. We will support businesses with annual sales revenue up to $500 million.
e-manage|ONE has been available and in use since 2000.
e-manage|ONE is Industry Specific, but not Industry Exclusive. e-manage|ONE imports and exports industry file types, such as .SIF & .XML, and has partnered with Major office furniture manufacturers to link e-manage|ONE directly to the manufacturer’s ordering systems. Since e-manage|ONE’s frame work is built around business best practices, many other industries can also leverage its power.
e-manage|ONE in not an accounting system, but seamlessly integrates with QuickBooks. e-manage|ONE acts as a business’s bookkeeper by processing accounting data and automatically uploading the data into QuickBooks. QuickBooks is primarily used as a General Ledger. e-manage|ONE will even generate the reports required to run a business.
Yes, e-manage|ONE includes a custom report designer that allows users to modify existing reports and create completely new reports which you can run from inside of e-manage|ONE.
e-manage|ONE does include CRM. e-manage|ONE CRM includes Marketing Campaign tracking, Prospecting Tool, Leads Tracking, Customer Touches, Dashboards and reporting for your sales activity.
No. Every e-manage|ONE subscription includes unlimited access to the Customer App, and each Desktop license comes with a corresponding Go App license. We also offer the Crew App and Partner App as optional add-ons at a significantly lower cost than a full Desktop license. Aside from these mobile apps, all features are included—hence the name e-manage|ONE: one system to run your entire business. Explore our mobile apps here: Go App, Crew App, Partner App, Customer App & e-manage|ONE Kiosk.
e-manage|ONE empowers your sales team with full visibility and control over their pipeline. With all project data stored in one system, they can quickly see where every opportunity stands, stay ahead of critical deadlines, and never miss a follow-up. From lead to close, the entire process is transparent and trackable—helping salespeople focus on selling, not chasing down information.
For those looking to highlight past successes, our optional Portfolio feature allows you to build visual case studies from completed projects to share with prospective customers.
Yes. e-manage|ONE includes a built-in Time Clock in both the Desktop App and the Crew App, allowing office and field staff to clock in and out of projects in real time. The system automatically tracks hours worked, supports multiple pay rates (including prevailing wages), and calculates overtime—ensuring accurate labor costing for each project. This makes it easy to stay on top of job costs and labor budgets without the need for third-party tools.
Yes, once a project is booked it automatically shows up in a list of orders needing to be scheduled on the Installation calendar. Drag and drop onto the calendar to schedule, assign installers, add items for the delivery ticket and print the work order and pick list. Even access the Install Calendar on the mobile apps for a digital delivery ticket and digital signature capture!
Yes, e-manage|ONE has a very robust document management system. Drawings, quotes, emails, and any document is attached and saved to the Project for easy accessibility. E-manage|ONE even has a built in file server so all documents can be accessed from anywhere you have internet access. Documents are added to the database and not just links to a file server. This means you have access to all your documents from anywhere you have an internet connection.
Yes, e-manage|ONE handles both internal and external job costing. Internal job cost is tracked both passively, anytime someone logs into e-manage, and actively, when employees log in and out of projects. External cost, such as manufacturer invoices, 3rd party installation companies, etc…, get posted to each project. These built in job costing features give companies a clear understanding of job cost whether not a project was won or lost.
The Day Planner in e-manage|ONE helps users stay organized and focused by providing a real-time snapshot of everything that needs attention—tasks, projects, installations, invoices, and more. It’s fully customizable by user or group, allowing each person to manage their priorities and stay on track.
When adding a new company to e-manage|ONE, the system automatically checks for existing companies using the same address to help prevent duplicates. This ensures your data stays clean and eliminates unnecessary confusion.
Yes. e-manage|ONE includes over 80 prebuilt dashboards covering sales, operations, accounting, and ownership-level reporting. These visual tools turn complex data into clear, actionable insights and are available on the Desktop App and mobile devices. A built-in dashboard configurator also allows you to customize or build your own.
Yes. e-manage|ONE is a cloud-based platform hosted on Microsoft Azure, providing secure, reliable access from anywhere with an internet connection. We manage all maintenance, backups, and updates—so you can focus on running your business.
While we have historically offered an on-premise option, we are transitioning fully to the cloud to better support performance, security, and scalability moving forward.
Yes. e-manage|ONE includes full support for inventory and warehouse management, giving you tools to track quantities, locations, movement, and associated costs
Yes. The Asset Manager allows you to assign assets to users, customers, and installation sites for easy tracking and accountability.
Yes. You can use the built-in quote reports or create fully customized proposal templates with images, branding, and formatting tailored to specific customers or project types.
Not at all. e-manage|ONE is a full business management platform built to run your entire operation—from lead to final payment. While we offer powerful work order tools, we’ve put just as much effort into streamlining quoting, accounting, project management, and every step in between through built-in workflows that drive consistency and accountability.
Yes. e-manage|ONE features a comprehensive project management system with automated workflows, task tracking, and real-time status updates. Each step is documented for full traceability and helps ensure nothing gets missed.
The implementation of e-manageONE requires a strong commitment from our customers. We strive to get you up and running as quickly as possible, and typically the implementation process can be completed in as little as 3 weeks. As part of the process, we provide 1 week of onsite training to ensure your team is familiar with the software and its functionalities. Following the initial training, you will have a dedicated trainer available for the next 6-8 weeks, who will provide ongoing support and additional training as needed. Our goal is to ensure a smooth transition and maximize your success with e-manage|ONE.
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