End to end process

Optimize and Increase Sales

Self-registration for new customer

Complete audit calculations

Generate Quote in seconds

Single, Combination, or Integrated audits

Full multi-site contract management

Easy and timely contract renewals

Comprehensive CRM and Marketing capabilities

Review and approval steps

Manage Multi-Site Program

Manage all scope and relevant data per site

Combine sites into locations

Cluster and risk-level registration per site

Create multi-year program

Scope coverage indicators

Create audit team

Schedule the audits

Optimize your resource planning

Best auditor presented in Centralized Planning

Schedule the team based on the location, competencies, and availability in a single-screen

Multi-day and team planning by drag and drop the audit task

Self-planning for lead auditors: an overview of all assigned tasks

Time windows in planning, based on the issue date of the certificate and audit phase

Automatically planning of Combination and Integrated Audits

Full integration with personal calendars, immediate insight into contractors’ planning.

Reduce overhead and focus on quality in Audit Execution

Run templated and harmonized reports online or offline

Manage audit evidence automatically in the audit file

Audit file, Formal and Technical review supported

Default answer options and auditors’ guidelines

Transfer data from previous audits

Offline auditing App for onsite auditing

Digital, interactive, scope-based, and audit phase-based checklist

Create and manage non-conformities via client portals

Manage Non-Conformities efficiently and on time

Automatic creating a Non-Conformity

Managing all due dates (mitigation, review, and closing)

Sending Non-Conformity Reminder Emails

Automatic notifications for deadlines

Client portals for optimized communication

Easily monitor non-conformities and its closure

Overview of NCs in the next audit, including all documentation

Certification Decision

Decision process triggered by finalizing execution

Certification decision process and supporting form

Issuance of digital certificates by authorized users

Manage primary and site certificate status (Multi-site)

Certification Review steps

All data needed for a decision in one screen

Automated Invoicing

Fully automated, correct, and timely invoices

Supporting all invoicing scenarios

Create, send, and follow up on invoices based on prefixed prices or time material based on actual hours.

Full API integration with third-party bookkeeping software

Options for third-party payments

Global tax-regime functionality

Multi-currency invoicing

Wonder about Zertic Solutions?