Industries
Business software that speaks your industry’s language.Six business types, one OKTO PSA.
OKTO PSA is Quebec business management software that adapts to the business type chosen in its settings. That choice changes the wording, the modules turned on, the sales stages, the roles, the setup steps and the home dashboard, for six industries: construction, IT services, professional services, real estate brokerage, retail and manufacturing.
What changes when you pick a business type?
You make the choice in Settings, Organization. It moves no data: it sets up the tool so your people find their own words and steps from day one.
The wording
A ticket becomes a work order, a project becomes an engagement, an opportunity becomes a transaction. Menus, records and the OKTHAV assistant talk like your trade.
The modules turned on
Inventory and purchasing for a retailer, holdbacks and change orders for a contractor, booking and signature for a broker. Everything else can be turned on in the settings.
The sales stages
Seven starting stages that follow the way you sell, from tender to contract signing, or from price request to production.
The roles
Project manager and tradesperson, partner and professional, broker and administrative assistant: starting roles with the right access.
The setup steps
The first settings follow the chosen type. The next step is highlighted and each setting says why it matters.
The home dashboard
Today’s site for a contractor, the billable ratio for a firm, the transaction funnel for an agency, pending receipts for a shop.
Construction and specialty contractors
What management software fits a construction contractor in Quebec?
The Construction and specialty contractors type turns on work orders, purchasing, change orders, holdbacks, subcontractors and quality control from the start. A ticket becomes a work order, and documents carry your RBQ licence and NEQ.
- CCQ or non-CCQ pay by project, site log and site calendar
- Holdbacks, change orders and subcontractor contracts tracked by project
- Work orders and hours entered offline, on site
- Trades in the catalogue: painting, electrical, plumbing, HVAC, roofing and more
IT and managed services
Which PSA fits a managed IT services company in Quebec?
IT and managed services is the original OKTO PSA profile: tickets, alerts, assets and contracts stay as they are. Priorities come with support targets, for example 30 minutes to respond to a critical ticket and 4 hours to resolve it.
- Ticket types Alerts, Change request and Workstation setup
- Workstation and Server assets, linked to tickets
- On-call pay and maintenance windows
- Home: open tickets, tickets to pick up, priorities and sales targets
Professional services
What management software fits a professional services firm?
For consulting, accounting, law, engineering or communications firms. A project is called an engagement, time is tracked as billable hours and the charge code becomes Professional fees.
- Online booking, approvals and project contracts turned on from the start
- Engagement, Consultation, Appointment and Follow-up categories
- Home: billable ratio, to invoice, project margin, late milestones
- Starting catalogue: consulting, accounting, legal, engineering, communications
Real estate brokerage
What management software fits a real estate broker in Quebec?
An opportunity becomes a transaction, a quote becomes a service offer and a project becomes a file. The stages follow the life of a sale, from brokerage contract to deed of sale, and invoicing speaks of remuneration. OKTO PSA does not replace the OACIQ forms: it tracks the work around them.
- Booking, e-signature, text messages and file transfer turned on from the start
- Listing, Purchase, Rental, Appraisal and Referral categories
- Property information requests and showing requests
- Home: transaction funnel, transactions to follow up, calendar and payments due
Retail and distribution
What management software fits a retailer or distributor?
The Retail and distribution type turns on inventory, purchasing and accounts payable. You work with customer orders and supplier orders, and service tracks orders, deliveries, returns and warranties.
- Order, Merchandise return and Product question request types
- Distributor, Retailer and Supplier relationships
- Home: inventory, stock movements, pending receipts, purchases by supplier
- Starting catalogue: food, clothing, home, electronics, health and beauty
Manufacturing
Which ERP fits a small manufacturer in Quebec?
For machining, welding and assembly shops. What you buy is a part, internal work is a production order, and statuses include In production and Waiting for material.
- Inventory, purchasing, equipment, forms and scheduling turned on from the start
- Price requests from drawings, returns and non-conformities
- Equipment: machine tools, presses, welding stations, lifting equipment
- Production, Equipment maintenance, Shipping, Quality and non-conformity categories
What stays the same from one industry to another?
The OKTO PSA core is the same for everyone: projects, time, quotes, invoices with GST and QST, CRM and HR. Three settings are worth knowing.
Offline field mode
Available to every business type. Turn it on in Settings, Options: notes and hours entered without a network are sent on their own once the signal returns.
The Assets section
Outside IT services it can be turned off, and an equipment record no longer asks for an operating system or an IP address.
Another industry?
The Other type uses neutral words: a request, a piece of equipment. “See all settings” shows every industry setting without changing your data.
Frequent questions
The questions we get asked
Your question is not here?
Write to us. A person in Trois-Rivières answers, within one business day.
Ask your questionSix types: IT services, construction, professional services, retail and distribution, manufacturing, and real estate brokerage. Each one has its own vocabulary, modules, sales stages, roles and home dashboard.
The words, the modules offered and the onboarding. In professional services a project is called a mandate, and in real estate brokerage you track transactions, promises to purchase and commissions.
In Settings, Organization. The first setup steps then follow the type you chose, and OKTHAV and the guided tour use the vocabulary of your trade.
No. Outside IT services and construction, the Assets section can be turned off, an asset record asks for no operating system or IP address, and priorities carry no support deadlines.
Yes. Offline field mode is turned on in Settings, Options for every business type, on a job site or at a client's place.
Show us how you work.
We set OKTO PSA to your business type and walk through your stages, roles and home dashboard together. To explore on your own first, the interactive demo shows OKTO PSA with sample data.