Why Rook

ROOK Connect Empowers Businesses With Process & Workflow Automation Software Designed to Maximize Efficiency

Working alongside businesses, integrating and implementing software, ROOK Connect streamlines day to day operations and workflow automation processes, streamlining execution & saving your business money!

signs your business needs rook connect software

  • Your business is trying to reduce operational costs
  • You know your business could operate smoother and you want to reduce wasted time
  • Excel/Sheets run your operations/reporting, but doesn’t communicate with anything else
  • Estimating isn’t connected to your execution tracking
  • Your business has no accountability tracking
  • You’ve got various software tools but none of them talk to each other
  • You’ve got repeated process steps and data entry that you’re paying for
  • You’re looking for a competitive edge, a way to offer more to your customers and increase retention
  • It takes too long for your business to invoice
  • You don’t know how valuable each customer is to you
  • Your day to day and overall profit and loss reporting isn’t in real-time
  • Reporting is a chore, takes time and isn’t in real-time
  • You want to increase your revenue without increasing your costs
  • You’re trying to grow your business and need a strategy
  • You rely on paper and chasing down mistakes
  • Your customers want access to information through you
  • You feel your staff could be more valuable to you if they had better tools

ROOK Connect Drives Efficiency Through Process Automation

Strategizing, building and implementing digital processes, ROOK Connect empowers businesses with the competitive edge needed to increase revenues, streamline operations and drive growth.

Eliminate Redundant Systems Improve Productivity increase operational Efficiency Enhance Your Competitive Edge Light Bulb Image
Process Automation
Software
CRM
ERP
Business Intelligence
Interactive Dashboards Infographic

Tools & Workflows That Connect & Empower

(Hover Below to See More Details)

Sales Management

Sales Management

  • Customer Relationship Mgmt. (CRM)
  • Lead Nurturing & Follow Ups
  • Activity Tracking & Scheduling
  • Customer Portals & Remote Logins
  • Task Mgmt. & Content Distribution

Estimating

Estimating

  • Quoting & Bidding Templates
  • Sales Orders & Remote Tracking
  • Online/Website Quotes & Stores
  • Cost Structuring & Analysis
  • Rate Card Comparing & Analysis

Project/
Job Management

Project/
Job Management

  • Scrum Transparency Boards
  • Customer Orders & Case Files
  • Field Services & Site Mgmt
  • Financial Reporting & Cost Analysis
  • Balance Sheets & Live Reporting

Reporting & Analytics

Reporting & Analytics

  • Projections, Budgeting & Forecasting
  • Milestone Tracking & Scheduling
  • Field Services & Site Mgmt
  • Resource Balance Sheets
  • Asset Balance Sheets
  • Key Performance Tracking (KPI’s

Resource Management

Resource Management

  • Staff & Contractors
  • Vendors & Suppliers
  • Procurement & PO’s
  • HR, Certifications & Safety
  • Rate Cards & Payout Sheets

Asset Management

Asset Management

  • Equipment & Logistics
  • Inventory & Warehousing
  • Bill Of Material (BOM) & Assembly
  • Scrum Live Visibility Boards
  • Scheduling, Routing & Mapping

Action Items Management

Action Items Management

  • Ticketing & Work Orders
  • Tasks & Checklists
  • Auto Fill Forms & Customer Logins
  • Live Communication Boards
  • Timesheets & Billing Sheets

Financial Reporting

Financial Reporting

  • Assets & Liabilities
  • Revenue & Expense
  • Chart of Accounts
  • Balance Sheets
  • Income Statements

Configurable Visibility That Ensures Transparency

Financial Reporting Sales & Estimates Asset Management Customer Relationship Management Resource Management Customer Portals Rook Crest
Configurable Visibility Infographic

The Impact of Going Digital

Accountability
Analytics
Productivity
Reporting
Simplicity
Workflows
Visibility
Efficiency
Base
The Impact of Going Digital

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ROOK IS CONNECTED

ROOK Connect Application Program Interface (API) and File Transfer Protocol (FTP) systems allow our software to seamlessly connect with others. With integrations, partners, API's, FTP's, tunnels and import/export features, there's a variety of ways that ROOK Connect can support your business interfacing with third parties.

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