Documents, plans, images
all in one placeThe simple, easy to use drag & drop filing system keeps all documents, even scanned copies, assigned to their relevant job with everything easy to access, use or forward.
with field engineersSend Emails or SMS to your field engineers, provide them with details of the job, appropriate documentation and relevant information, all without needing to rekey the details.
- Change the data capture screens to collect the data relevant to you and colour code fields and menus. You can even set compulsory completion of a field or specify a set format.
JOB TRACKER DIRECTGo one step further and reduce the need for you to enter your jobs on Job Tracker. Let your clients enter their jobs directly via our on-line web portal Job Tracker Direct.
CREATING DOCUMENTS - Providing YOU WITH THE FLEXIBILITY TO CREATE PERSONALISED PROFESSIONAL DOCUMENTS QUICKLY
Create professional documents quickly and easily with just a few clicks, but enjoy the flexibility to create them exactly the way you want.
If you have forms and documents already in use and want to continue to use these, Job Tracker Professional can help.If you have forms that you already use in your business and you want to continue to use them there really is no problem. Simply by saving your existing documents as templates, and adding in the codes for the fields storing the information that you want automatically added to the form, you could continue to use the forms that both you and your customers are familiar with. The difference is that the information that you now enter into your jobs can be automatically transferred into your documents without you needing to manually transfer or re key the data.
Do you have an ever growing list of documents that you need to generate, or do you have ideas on documents that you would like to create for customers if you had more time?Job Tracker Professional has the ability to transfer to a template document any of the data stored within a job, quote or client, and you can add that code to any number of templates. There really is no limit to the amount of templates that you can create and generate. There are also no restrictions on the type of document that you produce so you could benefit your business by sending thank you letters, feedback forms, and general communication letters etc. You could also utilise Job Trackers Professionals diary system and generate annual service reminders populated with your clients’ data.
Do you have forms specific to certain customers?You may have clients that require their documents and invoices in a set format of their choice, this really is no problem as within Job Tracker Professional you can assign a template to a certain client allowing you to produce a document tailored to their specific needs.
Create customised professional documents quickly without having to re key information and enjoy easy access to them for reproducing, viewing or emailing.
Visit our YouTube channel for training videos and tutorialsView easy to follow video tutorials taking you through the various features and functionality of Job Tracker Professional.
Technical Tuesday - browse for answers to common queriesVisit our Technical Tuesday section to browse common questions and answers from support calls.
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