Everything about BPMSquare in one document: what to switch on first, how each module works, and where the numbers come from. Written step by step, with real screens.
What must be set before anything works, what makes it better, and what is optional. Step by step, with the setup order.
Step by step: People and roles, Custom fields
Deals, quotations, standard quotes, sales orders, invoices, RFQs, tenders, contract projects and buy-out.
Step by step: Pipeline and deals, Quotations, Standard quotes, Sales orders, Invoices, RFQs and supplier replies, Tender management, Contract projects
Cases, AMC contracts, work orders, dispatch, technicians and assets, from first call to final invoice.
Step by step: Cases, Inspection reports, Assets, Work orders, Dispatch, Technicians
Punching, kiosk, live board, corrections, roster, leave, overtime, projects and the monthly summary.
Step by step: Punch app, Roster and shifts, Leave and overtime, Live board and monthly summary, WFM projects and costing
Audiences, email, newsletters, journeys, events, buying signals, leads and results, with consent.
Step by step: Marketing, Email and Intelligence, Leads
Dashboard, accounts, contacts, products, inventory, employees, analytics, Data Workbench and more.
Step by step: Dashboard and Assistant, Accounts, Contacts, Products, Inventory, Employees, Reports and Talk to data, Data Workbench
Ready-made agents that watch your workspace and suggest the next step. Tender Watch finds tenders at risk of missing their bid end date. Attendance Anomalies finds patterns a daily list hides. They only suggest: a person approves everything that reaches someone.
Step by step: AI automation
For developers and consultants: the REST API, the change feed and signed webhooks, connectors to your ERP, the integration middleware and Data Workbench. Same layout as the Solution Guide.
Download the Integration Guide (PDF, 120 pages, 3.3 MB) Browse the API documentation
What you can connect, which surface to use, keys and scopes, and what a key can never reach.
Keep other systems in step: the ordered change log and signed push, with code to verify it.
Question in, rows out. And how an AI assistant reads your workspace safely.
Dynamics 365, SAP S/4HANA, ePROMIS, Gmail, Slack and more. Links, mapping, monitor and resync.
Import, export and bulk update from spreadsheets, with the Record ID rule.
Four end-to-end examples with code, each ending in a check that it worked.
Twenty minutes on a live workspace. Your use case.