User Groups
Separate members of your operation into distinct or overlapping groups. BART Tasks and Workflow can be assigned to groups to ensure a task is not missed in case someone is not available. |  | Quality Control
Track and audit all tasks that must be completed before a client flies with you. Color-coded check-marks allow you to know if tasks are complete. No more guessing or sticky notes to ensure a successful quote. |
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Email Quality Report
It may be necessary for you to collaborate on a quote with a co-worker that is out of the office. In one click, you can send them a single email that contains all the information about the workflow tasks, quote, client and scheduled information. | | Tasks Automatically Appear on Calendar
When a quote is booked, the workflow tasks are automatically created and appear on each user's integrated calendar. Users also receive email notifications when tasks are assigned to them. |
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Quote Readiness
In a single list, BART CRM indicates a quote's "ready" status with either a green or red color. Instantly see the quote's outstanding tasks and who is responsible for them. | | |
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