Certificate/Permit Management System
Frustrated? Disorganized?
Softweb's management systems may be able to help get you organized and relieve some of the frustration associated with it –
Our current certificate and permit management application allows you to enter and store important customers information, certificate holder details, permit and certification data plus upload documents and images for convenient storage and retrieval. The application is also designed to offer a bulk letter mailing system for customized email notifications.
With the ability to upload documents, store exam data, print out exam certificates for distribution and monitor testing results your staff will be grateful for the simplicity and usefulness that our application offers. No more searching through paperwork to find a customer’s phone number, exam number or address. Upload documents, photos or pdfs to store with your customer’s file. Verify and issue certificates quickly when a customer arrives to pickup their documents.
Need to send notifications about upcomding renewals, reminders for exam appointments or certification pickup.This application can reduce the frustration associated with these tasks. The management system makes sorting certificates and exams by category, renewal date, issue date, country or location simple with just the click of a mouse. Save time and storage while maintaining an excellent customer relationship with your professional service.
Context, Solution, Results
Misplaced documents, verification issues for certificate pickup, expired licenses, renewed permits -- all equate to a lot of paperwork and probably a few headaches. Efficient and proper filing have frequently been an issue with many organizations.
Personnel simply enters the proper data and the system files all the information for you electronically. Staff can then upload and access documents for verification without having to locate the proper filing cabinet or file.
Staff has easy access and secure access to the documents and information that they need to do their job properly. Customers receive efficient and quality service. Space dedicated to filing documents can now be used more effectively.
Certificate Dashboard
The Certificate dashboard aff
- ♦ Certificate Pickup
- ♦ Customer Manager
- ♦ Letter Manager
- ♦ Report Manager
- ♦ Setting Manager
Certificate List
No more searching through filing cabinets for documents and certificates. Now you can simply log into the secure certificate/permit manager application and:
- ♦ Quickly find the proper file
- ♦ Upload and download documents & images
- ♦ Quick searches to locate data needed
- ♦ Sort by date, exam type, customer name
for easy viewing
Customer Detail
Simple data entry for easy filing of valuable information pertaining to each customer.
- ♦ Store a pertent amount of information
for each customer - ♦ Easy access for review and verification
- ♦ Easy to edit for employees with the proper rights
Customer List
Staff will no longer have to search through filing cabinets for documents to find customer information. They simply login to the secure system, type in the name to search and hit enter.
- ♦ Organized customer list
- ♦ Easy and secure access
- ♦ Create reports
- ♦ Attach important documents and images
directly to the customer's file
Exam Manager
Do you customers need to complete exams to obtain a specific license? The exam manager extension in the Certificate and Permit Management application may be just what your organization needs.
- ♦ Record and store applicant's personal data
- ♦ Record and verify payment
- ♦ Record examiner info
- ♦ Record and verify applicant's results
