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Project Mgt Engr. & Drafting

People Tray
375 Charles Street
North Perth WA 6006

Tel: (08) 6555 7793

To find out more contact Tony Hampton:
Mob: 0419 949 210
Email: t.hampton@peopletray.com
Web: www.peopletray.com

Contact Us

People Tray

Safety, Project and CRM Software in a single online system

People Tray

Capability Statement

 

PeopleTray is an Australian CRM, Project, Safety and Equipment management software. It is a modern online system, locally supported and designed for Australian business requirements.

 

PeopleTray is a leader in providing incident reporting, equipment management and flexible pre-start and inspections as a genuine online software-as-a-service application. Combined with the sales, contractor and project management tools, PeopleTray helps businesses maximise their sales while managing the safety, compliance and performance of their operations.

 

CRM Tray

 

Sales-120 Maximise Sales
Keep your customers, leads and sales opportunities organised. View a forecast. Approve travel and capture checklists for customer visits and meetings.
 Project Manage Projects

Manage projects as a workflow. Assign tasks and manage documents. Conduct project audits, site and workshop inspections.

 Safety-120 Safety and Compliance

Incident reporting and analysis. Manage risks and ensure your employees and contractors remain compliant for their roles.

 Contractor Manage Contractors

Manage contacts, communications and documents. Manage contractor compliance. Conduct audits and track performance.

 Truck-120 Equipment Register

Configure Pre-starts and inspections. Capture live into the management dashboard. Manage the service and calibration plan based on date and usage.

 Checklist-120 Audits and Inspections

Configure audits, inspections and checklists for any purpose. Instantly deployed to mobile devices without using apps. Capture submissions live into the management dashboard.

 

Tech - Spec

 

PRODUCTS AND SERVICES
Product hosting and deployment

Microsoft Azure online Software-As-A-Service application

Product Modules

  • CRMTray - Customer Relationship Management
  • TeamTray - Employee and contractor performance and compliance management
  • SHETray - Safety Heath and Environment
  • TalentTray - Recruitment management
  • Equipment Register
  • Audits and Inspections
  • Project Management
  • Mobile mode - Supports all devices via Web Browser
User Guides
CRMTray – Sales and customers                     

  • Introduction to CRMTray
  • Leads
  • Companies and contacts
  • Notes, documents and actions
  • Opportunities
  • Import CRM Data
  • Export CRM Data
TeamTray – Team management

  • Introduction to TeamTray
  • Add team members
  • Actions – add and close
  • Add documents and notes
  • Roles and Role Compliance
  • Performance appraisals
  • Search for people
SHETray – Safety, Health, Environment

  • Introduction to SHETray
  • Incident and event management
  • Equipment Register
  • Risk register
  • Injuries management
Custom checklists

  • Introduction
  • Configuring response options
  • Configuring checklists
  • Pre-starts and Site inspections
  • Checklist Workflow tab
TalentTray – Recruitment management

  • Introduction to TalentTray
  • Create a position
  • Add documents and notes
  • Create a job advertisement
  • Publishing advertisements
  • Manage candidates
Workflows

  • Workflows introduction
  • Workflow class
  • Process and type
  • Add a process
  • Configure the steps
  • Using your workflow
Web and Video User Guides

  • Comprehensive user guides
Support

  • Email and telephone support available - Australian based.

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