Mobile App and portal for contractors

New for 2017 is the Contractors Portal and accompanying mobile app.

In Tray / Document Management

The Document Management System, or ‘In Tray’ as its called in RPM is a document management module which streamlines the paper flow throughout an office and allows the electronic filing of Documents and Invoices.

By scanning documents into specific network directories, users can view all of their incoming documents in one place and link to various RPM record types with a few simple clicks. This includes saving documents to client and development accounts as well as raising PL invoices directly from the inbound invoice that was scanned in.

Users can also link emails direct from their Outlook mailbox into the In Tray.

more info.  screenshots.

Key Features

Management Information Screen

Managing Users In Tray directories based on SLA's

Post invoices from Outlook direct into RPM without the need for any printing or scanning

View scanned invoices at the touch of a button

Assign documents to other users

What Our Clients say

  • "For Ross & Liddell the software solution wasn’t all about savings. We had to have something in place that had longevity. It had to be able to cope with both our day to day requirements and our plans to expand, whilst also accommodating any changes in the the market place and the way we work. CPL’s software offered all this and more. Brian and the team have a vast amount of experience and knowledge in what is a very specific industry. The standard of the service and the technical support CPL provide are second to none. Would I recommend CPL software? Absolutely."
    Alec Cassidy, Director, Ross & Liddell
  • "Brian has a real grasp of the property management market, this is a rarity in the software solutions industry. Having used this software for nearly 20 years I would of course recommend CPL software solutions to others."
    Lorraine MacDonald, Partner, Speirs Gumley
  • "It’s really important to us that we offer the best possible customer service at all times and introduce new ways of working that make life easier for our clients. Brian and the team at CPL Software are always keen to work on innovative projects and share creative ideas that help us to make our business better. I really value the way we work in partnership. I can’t think of any other business which has the capability to understand or match the products and service that CPL have delivered over the years."
    David Reid, MD, Life Property Management
  • "I would have no reservations with recommending CPL to both established property management companies and all new entrants into the marketplace. Our industry does not work as well without CPL."
    Timothy Lovat, Partner, Edzell Property Management
  • "CPL worked with us to understand our business requirements and helped to cater the software package, training and support delivered to match this."
    Chris Lyon, Factoring Services Team Leader, Dunedin Canmore Property Management

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