Complete Project Management

Wouldn™t it be nice if a project consisted of one quote that gets converted to an order?

Projects in OASIS are more than a string of quotes that you have to piece together to fully manage a multi-layer job. We get it, a construction project can consist of many different phases of development, span multiple floors, buildings or even an expansion after the initial project is complete! Within a phase, multiple quotes may be required to budget, quote, value, engineer and break-out the job. OASIS follows the same rules - allowing users to follow jobs from the first budget quote through the final breakout so you can create, build and edit quotes before ever creating an order.

OASIS Projects contain a project documents folder that can live locally or in the cloud with secure access from your team to ensure everything stays in one place that is easy to reference throughout the project. Manufacturer product information, pricing and ERP connectivity is available within the project - allowing users to focus on the sale and minimize distractions by providing the information they need to work all in one space. Assign contacts to the job and let us track all the details on who is tied to the job and what salespeople are responsible for the quote.

Professional Submittals

The OASIS Submittals application was created in 2000 because at the time, the spines of various production selection guides were cut off so scanners could convert the pages to PDF files - it took hours to create submittals with a photocopier! We knew we could do better. OASIS used various AI concepts like group learning and advanced search routines to create professional submittals in minutes.

Create your own submittals with the submittal editor that allows you to pull in, edit, and highlight your cut sheets. The system will store your work for the future, or you can use our massive product knowledge base offering pre-highlighted cut sheets - folio sheets! Explore folio sheets here!

Advanced Ordering System

Electrical products - especially lighting products - are often custom built and shipped in parts creating difficult problems for most order management systems. OASIS Orders were designed with this reality in mind! Buying and reselling products are managed effortlessly as a group of customer and vendor orders. Commissioned orders help reps accurately track their commissions and overage. Easily manage customer and vendor orders in one place.

Track & Share Shipping

Enter and track product shipping information like expected ship dates and the freight allowance to get a better understanding of when products will arrive and share shipping status information with your customers!

Invoice and Reconcile

After the customer pays, track resell and commission invoices to ensure you get paid accurately. Once monies have been posted in the system, run sales reports to pay outside sales staff and quickly identify earnings by office.

Robust Reporting

Create and customize reports that show your team how the business is doing. You can use our suggested reports or get specific with the jobs or segments you want to focus on. OASIS Online Tiles provide automatic updates and continuous, live reporting data from your login dashboard so you can stay on-top of vital information from the minute you login.

Top-Notch Customer Support

OASIS Support is specialized in finding resolutions - fast. There is no limit to the amount of support your team is able to receive and when you call our support team, you will always work with a real human! If you prefer to send us a message, we are proud to boast a 95% overall satisfaction rate on our email tickets.