Maintain an at-a-glance view of the status of every job from beginning to end with Cardinal’s tailored interface. As soon as you log in, you are greeted with your assignments, managed job, and a map denoting the job locations.
Field to Finish Management
Each stage of a job is assignable to an employee, and the employee can denote when they have started and ended work on that stage. This status information is rolled up into a simple visual that quickly shows you the progress of a job.
Improve Client Communication
Communication between surveyors and clients is the most common formal complaint made to the Texas Board of Professional Land Surveyors, representing 57% of the complaints filed. By providing solutions to issues like communication, payments, and expected deliverables, Cardinal lets you focus on what you love: surveying. Cardinal also helps you reduce overhead costs of office management. By streamlining client communication, payment, and product delivery, Cardinal will reduce the amount of hours required to manage the office, giving your practice the power of big business office departments without the need for numerous staff personnel. Your control of your firm is essential to us at CBI as we prioritize empowering and growing the surveying community.
The staff portal provides a tailored view of the company’s projects from inception to billing. When staff log in to Cardinal, they are greeted with the overview page that displays all jobs assigned to them and/or managed by them, what stage each job is in, and where those jobs are located on a map. Sections of Cardinal can be restricted based on roles within the company, so, for example, field crew can be restricted from viewing financial information and modifying client information, but can view the details of jobs assigned to them and mark the status of their assigned jobs.
The client portal allows clients to view the status of their jobs, view and pay their invoices, and receive job deliverables. If the clients wish to pay with a credit card, then they may do so online, however, if they wish to pay with cash or check, then staff can mark the payment received in Cardinal. Regardless of payment method, once the invoice has been paid in full, clients are able to download the deliverable for the job directly from the client portal. The number of days that the deliverable is available to the client after payment can be set by the company.
Safe, Secure, Reliable Web Solution
Cardinal is a web based solution that stores your information on an external server. That means that your data is protected, no matter what happens to your computer. We utilize top-tier security mechanics that ensure your proprietary data remains private. Cardinal also gives you control of distribution of access to data and features among employees, protecting your workflow integrity. Your data is further protected with continual back-ups and point-in-time rollback options.