With any successful business, organisation is the key and the document management benefits of Job Tracker Professional work really well with the often vast amounts of paperwork generated by the property maintenance industry. The filing cabinet is fully programmable by you. You can add folders, sub folders and name them whatever you want. This makes Job Tracker Professional work the way you do and does not force you to change the way you work.

You really can store absolutely any kind of document in the filing cabinet, purchase orders, invoices, photographs, CAD drawings, BIM documents, Emails, as well as full folders. Once they’re in Job Tracker Professional all your staff have easy and instant access to all the documents for any Job or quotation.

You can organise the files, reduce the amount of paper stored in the office, allow multiple users to access the documents, and have the information easily accessible across various sites. Documents are easily added simply by dragging a copy from its current location into the filing cabinet. Each Job and Quotation have their very own filing cabinet. You can even save copies of emails so that any member of the team can see them for future reference.

If you don’t already have an electronic copy of the document simply scan it directly into Job Tracker, instantly assigning it to the relevant job/customer/quote filing cabinet. It’s then completely up to you if you decide to store the hard copy. If a paperless office is your goal this will certainly help you on this path.

All documents saved in the filing cabinet are readily available to be sent via email to customers or other interested parties.
You can speed up the handover of work and save time by being able to attach these files to job sheets emailed to field staff.
With such easy access to add plans and photographs to a job you can capture and store images throughout a project lifecycle and then produce these upon completion. If you choose, Job Tracker will even date stamp your images. With just a few clicks you can forward a copy of any of these files to your customer or even use your ‘before and after’ shots to help you show a job well done and earn new business.