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.
Create Quotes, Job Sheets, Invoices - The way you wantDesign your own templates or customise ours & in a few clicks these auto populate with job information and creates professional documents that look the way you want.
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.
Job Tracker Professional - Why Our Customers love it
The perfect solution for any size business offering you complete control of your jobs end to end.
Capture, track, manage and progress your jobs all in one place with this scalable solution that can be used across multiple sites and is designed to grow with your business.
At a glance you can see all live quotes and jobs allowing you to manage resources appropriately and helping you schedule engineers. The reporting system available will also let you produce data to illustrate how your business is performing in other areas such as service levels and profitability.
Log and track details of quotes, enjoy a higher conversion rate by utilising reports to help you manage and progress those quotes through to works requests and then quickly convert a quote to a job in just a few clicks and without the need to re-enter any of the site or job information. Job Tracker Professional will also let you easily assign materials and resources to a job, and Purchase Orders can be quickly raised and pre-populated with the appropriate job details, once again saving you time and removing duplication. Upon completion of a job you can easily generate the invoice and Job Tracker Professional will even help you speed up the payment process with its ability to directly link with Sage50.
With the ability for the end user to easily configure the system you can capture the data important to you and easily produce personalised documentation and reports to help steer your business on the path to success. You can create your own document templates, designed exactly how you want them, and by utilising Job Trackers ability to automatically import the information into your documents you can quickly generate professional invoices, letters, job sheets and more. The benefits to all this is the time saved on data entry, removing the possibility of keying errors during data transfer and not to mention the saved space now there is no need to store boxes of letter headed paper.
A record of all communication is kept within Job Tracker and is immediately available to all users within your company. Every document, email, SMS, photograph, form or purchase order can be stored against its corresponding job. Outgoing Emails & SMS can be generated directly from within the job or quote, with a copy being saved and accessible for future view, and any incoming files or correspondence can be added to the record with a simple drag and drop to the built in filing system. There will be no more need for paper form filling as Job Tracker Professional can easily transfer the job or quote data to your template forms for you with just a few clicks. In addition, you can reduce the need to retain a store of paper forms and letterhead as everything can be held and generated electronically whilst your company enjoys having access from any of your systems or users.
Job Tracker Professional can save you time, save you money, reduce errors and provide you with a solution that keeps all your records easily accessible in one place.
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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