Frequently asked questions about CaravanWorks

CaravanWorks is a cloud-based platform designed for caravan manufacturers, dealers, and related businesses to streamline operations, manage inventory, track customer interactions, and improve overall efficiency.

Yes, CaravanWorks offers a free trial for new users.

This allows you to explore the platform's features and see how it fits with your business needs before committing to a subscription.

During the trial period, you'll have access to the core functionalities and can evaluate how CaravanWorks can streamline your operations.

For specific details on the trial duration and features included, please contact our sales team.

Our monthly subscription plans come with a minimum contract term of 12 months.

To get started with CaravanWorks, we provide comprehensive system training for your whole team and a user guide to help you make the most of the platform.

This will ensure you understand how to use the system effectively including any customisations required to meet your business needs.

CaravanWorks can be used out-of-the-box, but to achieve the best results, customisation is recommended.

The setup time depends on the subscription plan you choose and typically ranges from 5 to 15 days.

For a detailed list of the services provided by our CaravanWorks Professional Services team and to expedite your setup, please refer to our CaravanWorks Quick Start Packages.

The features vary by subscription plan, with core functionalities available in all plans and advanced features, like Concurrent Login, only included in the Advanced plan. Refer to the pricing matrix for a detailed comparison.

CaravanWorks receives quarterly updates that include new features, enhancements, and security improvements to keep the platform current and efficient.

Yes, CaravanWorks is designed to scale with your business, offering flexibility through various subscription plans, customisable features, and integration options that can adapt as your business grows.

No, a server or software installation is not required to use CaravanWorks.

The platform is cloud-based, which means you can access it directly through a web browser without needing to install any software on your local machines or servers.

This setup simplifies the deployment process and ensures that you always have access to the latest features and updates.

CaravanWorks is designed to cater to businesses with multiple locations, whether they are interstate or international.

CaravanWorks’ multi-user capabilities enable different departments and teams across locations to collaborate effectively, ensuring consistent access to important data and streamlined operations across your entire business network.

It supports Multi-Warehouse Inventory Management, allowing you to efficiently track stock levels and control inventory across various offices and warehouses.

This feature ensures that all locations have real-time visibility into inventory status, facilitating seamless coordination and resource allocation.

You can access our Help Centre, reach out to customer support via email or phone, or submit requests through our support portal.

CaravanWorks offers multiple support options, including email and phone support, access to a Help Centre, and ticket-based support through the portal. Additionally, professional services are available for setup and customisation.

Yes, CaravanWorks provides support for visually impaired users.

CaravanWorks is designed with accessibility in mind, including features such as screen reader compatibility, keyboard navigation, and customisable display options to ensure an inclusive user experience for everyone.

Yes, CaravanWorks allows you to manage ownership records through a many-to-many relationship between caravans and contacts, helping you track both current and previous owners.

Yes, CaravanWorks integrates with freight carriers like DHL and Australia Post for Freight Company Tracking, making it easy to monitor and manage delivery statuses in real time.

Yes, the platform features a centralised notification system that can alert users to overdue tasks, upcoming deadlines, and important events, helping to ensure nothing is missed.

CaravanWorks provides customisable dashboard templates and reporting tools to help you visualise key metrics, track performance, and make data-driven decisions.

Yes, CaravanWorks allows multiple users, with role-based security settings to ensure appropriate access controls for different team members.

Yes, CaravanWorks supports multi-factor authentication (MFA). This added layer of security helps protect user accounts by requiring a second form of verification, such as a mobile device or email, in addition to a password.

CaravanWorks supports Role-Based Security, allowing you to assign specific permissions to users based on their role within the organisation.

This ensures that users only have access to the information and tools relevant to their job functions.

Yes, you can access CaravanWorks on any device including smart phones, tablets, laptops and desktops.

With our Concurrent Login feature (available in the Advanced plan), users can stay logged in on multiple devices without having to log out.

Yes, CaravanWorks can be accessed on mobile devices via a Progressive Web App (PWA), allowing users to log in and manage their operations from anywhere.

Yes, CaravanWorks allows you to configure various features, templates, and workflows to fit your specific business needs.

Yes, custom fields can be added to entities in CaravanWorks.

Most of our customers have unique fields and picklist values tailored to their specific business needs.

Yes, the layout of fields on the screens can be customised in CaravanWorks.

We can adjust the arrangement of fields to better suit your workflow and improve the user experience, ensuring that the most relevant information is easily accessible.

Yes, you can set up automated notifications, including SMS and email alerts, to keep customers and partners informed throughout various stages, such as product delivery or service completion.

Yes, with the Company Domain Support feature, you can use a custom subdomain (e.g., crm.yourcompany.com) for a more personalised and branded experience.

Yes, you can set up state models on status fields in CaravanWorks.

This allows you to define specific transitions between different statuses, ensuring that certain actions or stages are followed in a predefined order.

State models help enforce process workflows, making it easier to manage the lifecycle of records such as jobs, orders, or projects.

Yes, PDF templates in CaravanWorks support conditional logic, including 'if' statements and loops.

This allows you to create dynamic and personalised documents by including or excluding content based on specific conditions or repeating elements as needed.

CaravanWorks provides Quarterly Upgrades, ensuring that users have access to the latest features, security improvements, and enhancements as part of their subscription.

Customisations to the system will not affect its ability to be upgraded.

CaravanWorks is designed to accommodate custom features while maintaining compatibility with future updates.

CaravanWorks offers custom development services, including data cleansing, migration, and custom integrations. Our professional services team can tailor solutions to your specific business needs.

Yes, CaravanWorks is designed to integrate with a variety of third-party systems, including accounting platforms like Xero and MYOB, and offers open APIs for additional integrations.

Yes, CaravanWorks provides lifecycle tracking, from manufacturing to delivery, ownership changes, and warranty management, ensuring comprehensive visibility into each stage of the caravan's journey.

Yes, CaravanWorks supports photo capture via mobile devices and tablets, allowing you to take photos of caravans and link them directly to relevant records, including caravans, cases/tickets, warranty claims and more.

Yes, CaravanWorks has a built in document management systems, allowing you to store and manage important files, documents, and records within the platform for easy access and organisation.

Yes, the platform offers both personal and shared calendars for improved scheduling and collaboration within teams.

Yes, CaravanWorks includes features to track warranties for caravans and their components, providing visibility into warranty periods and claim status.

The platform includes Inventory Management functionality that supports multi-warehouse stock control, allowing you to monitor inventory levels across different locations.

Yes, CaravanWorks includes Product and Pricing Management functionality, which allows you to manage product listings, set pricing, and track product availability.

It's designed to simplify product management.

Yes, CaravanWorks includes features for Dealer & Customer Portals, allowing you to provide personalised dashboards, a self-help knowledge base, custom branding, and secure access for portal users.

Yes, CaravanWorks supports automated notifications for various stages of the build process, allowing you and your customers to receive real-time updates on the status of the caravan.

Yes, the system can support a shopping cart experience in both the customer and dealer portals.

In CaravanWorks, your data is securely stored in Equinix data centres located in Sydney, Australia.

Equinix is a global leader in digital infrastructure, operating one of the largest networks of data centres worldwide. Their facilities enable businesses to securely house IT infrastructure, connect to major cloud platforms, and exchange data with partners, customers, and suppliers.

Known for their high-security, high-performance environments, Equinix also provides direct connections to cloud providers like AWS, Google Cloud, and Microsoft Azure. This ensures your data is managed within a reliable, scalable, and secure infrastructure that supports the global digital economy.

Your data in CaravanWorks is highly secure, thanks to its storage in Equinix data centres in Sydney, Australia. These state-of-the-art facilities are equipped with advanced security measures, including multiple layers of physical security controls, redundancy systems, and robust disaster recovery protocols to ensure uninterrupted service.

In addition to the physical protections, CaravanWorks employs industry-leading security practices such as encryption, regular backups, and multiple firewalls to protect your data from unauthorised access. Email communications are further secured with spam protection and filtering systems to block potential threats, ensuring the integrity and security of your data at all times.

CaravanWorks is a multi-tenant SaaS system, which means multiple companies share the same infrastructure and platform. However, your data is securely separated from other companies through strict data partitioning mechanisms.

Each company’s data is stored in isolated environments, ensuring that your information is only accessible by your users and cannot be accessed or viewed by other tenants.

CaravanWorks employs advanced encryption, role-based access controls, and other security measures to protect your data, guaranteeing privacy and compliance with industry standards.

CaravanWorks automatically performs daily backups of your data, with backups stored in separate data centres to ensure availability in the event of major disruptions.

The CaravanWorks Scheduling and Retention policy includes 7 days of daily backups, along with up to 4 weekly backups and 3 monthly backups, ensuring robust data protection and recovery options.

To obtain a copy of your data from CaravanWorks, System Administrators can use the built-in data download feature at any time. This feature allows you to generate a MySQL-compatible SQL dump file, which can be imported into a new database, making it easy to back up or migrate your data.

Unlike many other platforms, CaravanWorks offers this functionality on-demand, giving you full control over your data. The process is simple and ensures you have a complete, usable copy whenever you need it, providing peace of mind with easy access and portability.

CaravanWorks adheres to strict data privacy policies and follows best practices for data security, including encrypted data storage, user access controls, multi-factor authentication, and regular backups. These features ensure your business complies with data protection laws and keeps your information secure.

Yes, you can easily import data from spreadsheets or other systems. We also offer professional services for more complex data migrations.

Yes, you can easily export your data from CaravanWorks, provided your access role has the necessary permissions. Data can be exported in either Microsoft Excel or CSV (Comma Separated Value) formats. You can apply filters to select the specific records you need and choose the exact fields you want to include in the export, giving you full flexibility over the data extraction process.

Absolutely. Our team of experts, have many years of expereice and specialised tools to ensure a seamless migration from various systems like Salesforce.com, SalesLogix, ODOO, Zoho, Monday.com, ACT and other systems. We’ll make your transition to CaravanWorks smooth and hassle-free.

Yes, CaravanWorks offers Email Connectivity with support for Microsoft Office 365 and other email clients.

It allows you to send and receive emails directly from the platform, create unlimited email templates, and manage personal and shared email accounts.

Using the email client in CaravanWorks offers significant advantages over a standard email app.

It integrates seamlessly with the platform, allowing you to link emails directly to relevant records like customers and caravans, which streamlines your workflow.

CaravanWorks centralises communications, making it easier to track conversations, and provides customisable email templates for consistent messaging.

It also supports shared email accounts for team collaboration, enhancing security with built-in features like spam filtering and encryption.

Additionally, you receive unified notifications about important updates, helping you stay organised and efficient within a single, cohesive environment.

CaravanWorks retrieves emails by monitoring one or more personal or group email folders.

It automatically pulls a copy of the emails delivered to these folders into CaravanWorks and links them to the appropriate Contacts and Accounts based on the email address.

These emails can also be related to other entities, such as customers, caravans, or warranty records, ensuring all communication is organised and easily accessible.

This is an optional setting that can be configured for each email account in CaravanWorks.

When enabled, CaravanWorks retrieves a copy of the emails without changing their status in your external email client.

Emails will remain unread, allowing you to manage them independently while still linking them to the appropriate entities within CaravanWorks.

Yes, CaravanWorks supports unlimited number of HTML email templates, allowing you to create and save as many custom templates as needed for streamlined communication.