Blog | Einsys

Manage Assets

Manage company assets, track lifecycle events, upload documents, and connect assets with employees and scheduled work.

Share Tenders With Any Partner

Create marketplace tenders, share them with Einsys members or external partners, and manage every bid in one place.

Set Up Approval Workflow

Set approval rules for employees, review invoices and purchase orders, and approve or reject documents before they are sent.

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Create a Purchase Order

Create purchase orders, choose suppliers, add inventory or free-text lines, attach documents, and email the PO directly to the supplier.

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Scheduler Overview

View team schedules, manage unplanned work, and organise tasks from one live planning screen.

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Complete a Work Item

View assigned work, update progress, complete tasks, and upload supporting documents from the Work Items page.

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Create an Invoice

Create customer invoices, add products or free-text lines, attach files, and send the invoice by email.

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Invoice Completed Work Items

Send an invoice from a completed work item, with task details and proof of completion already carried over.

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Manage Asset Lanes in the Scheduler

Create Asset Lanes in the Einsys Scheduler to manage people, vehicles, machines, buildings, equipment, and other company assets from one planning screen.

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Create Standard and General Work Item

Create a work item in the Einsys Scheduler, choose between Standard and General, assign it directly, or schedule it from the planning board.

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Stock Exchange Supplier Search

Find suppliers for a product on the Einsys Stock Exchange, compare available stock, review prices, and check supplier price and quantity history.

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Create Transport Work Item

Create a Transport work item in the Einsys Scheduler, add pickup and delivery details, include additional stops, and manage load information in one place.

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Manage My Deals

View active deals and marketplace workflows, switch between board and list views, and filter work by owner, client, supplier, status, type, stage, or date.

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