Khameleon Software Features

Khameleon’s feature-rich software gives project-based businesses everything they need to succeed. From tracking budgets to managing team schedules, each tool is crafted to make your work easier and help your business grow. With Khameleon, you can stay organized, save time, and get the insights you need to improve every step of your projects.

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Subscription solutions to match your needs

Standard base features

Order management/product distribution
Project management/costing
Purchase orders/requisitions
Financial management
Workflow
Reporting
Inventory management
Manufacturer integration API
Time and expense management

Add-on features

Workflow management

Oversee all your tasks in one place: Assign, manage, and complete tasks all in one spot. With Khameleon’s My Tasks proactive to-do list, never lose track of assignments again.
Manage customer service requests: Keep up with service requests in a fraction of the time. Our software notifies you the moment a service request enters so you can respond in a timely manner and build customer trust.
Receive milestone notifications: Get notified when milestones are completed to improve internal communication and keep your project workflow on track.
Turn-on instant alerts for important tasks: No matter where you are, always stay on-top of projects that need instant attention.

Mobile app

Instant access anywhere: View and update work orders, schedules, and project details from any device—whether in the office or on-site.
Seamless communication with real-time updates: Reduce back-and-forth emails and calls by providing real-time visibility into work orders, service requests, and job statuses.
Faster issue resolution: Log and address service incidents, punch items, and warranty claims on-site, ensuring immediate action and minimal downtime.
Smart scheduling on the go: Assign tasks, adjust schedules, and dispatch work orders directly from your mobile device, keeping field teams aligned and productive.

Sales and projects

Manage multifaceted projects from start to finish: Oversee multiple vendors at once with our easy-to-use project management tool. Coordinate internal and external activities so you never lose sight of important dates (like product shipment and arrival).
Generate complex quotes with ease: Quickly produce and modify complex project quotes to speed up your sales-cycle.
Calculate job costing to maximize profitability: Accurately track the cost and revenue of specific jobs with our profitability analysis tool. Compare actual costs vs budget with resource management so you can overcome potential road bumps before they happen.
Accurately forecast sales: Utilize Khameleon’s sales forecasting tool to make more informed business decisions.
Maximize your resource allocation with labor utilization: With the proper forecasting and tracking of project milestones, you can easily calculate your labor utilization to make sure you schedule your staff efficiently and maximize your profitability.

Operations

Manage all aspects of the delivery process: From procurement to purchasing, staging, and installation, Khameleon’s operations module allows you to easily oversee all aspects of the delivery process so you never miss a beat.
Schedule resources both internally & externally: Manage vendors, sub-contractors, third-party resources, and internal labor with our Resource Scheduling tool to make sure all parts of the delivery process run smoothly.
Verify when products are received to stay on track: Keep projects on schedule/prioritize your project timeline with our automated Capacity Planning module. Maximize the delivery process and ensure you have all the components you ordered throughout the entire project.

Services

Deliver detailed work orders: Provide installation instructions and work statements for all internal and external labor to make sure everyone is on the same page/understands their scope of work.
Control, standardize, and measure labor estimate: Eliminate guesstimates and inconsistent labor bids by automating service estimates per site conditions, quantity, product type, and prior experiences.
Avoid project delivery road bumps with daily site reports and mobile punchlists: Capture and communicate issues identified on-site and immediately notify the appropriate personnel to take action. Manage product damage and repair requests, out-of-scope service requirements, delivery shortages, project notes and photos.

Business intelligence

Report data in a variety of ways: Experience world-class reporting with our integrated business intelligence system. From graphs to charts to dashboards, display data in a way that works best for your specific goals.
Pinpoint causes of margin erosion: Save detailed project reports, discover errors and pinpoint the exact causes of margin erosion to improve planning and save unnecessary costs.
Measure performance goals with scorecards: Evaluate individual, department, and company performance with role-based scorecards. Make positive adjustments to ensure quotas are always met.
Receive updates on your personalized dashboard: Instantly review important data on your very own, personalized Khameleon dashboard so you never have to hunt for vital information again.

Accounting

Maintain data integrity throughout the entire organization: No information left behind. Khameleon accounting software integrates every aspect of your business, so you can easily drill all the way back to your general ledger and review it against your budget or forecast for unmatched accuracy.
Increase cash flow with streamlined accounting processes: Set up, oversee, manage and automate all Accounts Payable and Accounts Receivable. Convert unbilled receivables to revenue more quickly.
Improve contract management: Stay up-to-date with contract renewals and revisions, automate billings and revenue recognition, and monitor terms and coverage using Khameleon Contracts software.
Protect your financial integrity: Avoid accidentally deleting transactions. Once an order is placed, our software ensures the transaction cannot be deleted so you can always trace back invoices.