- 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.
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.
SAGE INTEGRATIONNo need to re-key your financial information into Sage Line 50. Let our integration tool take that error prone, time consuming task from you.
Document Management - Documents Plans & Images all in one place
Associate all relevant documents to a job, client or quote & have everything you need readily available at the click of a button.
Do you often wish you had all the information you needed in one place, allowing you to provide a more professional service and saving you time? Because after all to a business, time is money.With Job Tracker Professionals document management abilities, you can simply access your chosen record for a job, client or quote and have immediate access to all the documents that have been added to it. These can include purchase orders, external invoices, risk assessments, images, and even incoming emails. This facility gives you access to the complete picture in just a few clicks allowing you to provide a fast, efficient and professional service. With just a few more clicks you can also quickly and easily forward the documents via email to all interested parties.
Would you enjoy the benefit of having easy access to photographic evidence of job completion and of a job well done?With the ability to store any file type, you can easily save and access drafts, plans, images and photos relevant to a job or customer. The system allows you to date stamp any photos to record the details of when they were taken, this can help when handling any queries which later arise. You can store photographic evidence of a completed job; some may like to send these to clients to accompany the invoice. Storing photographs also allows you to record the progress of larger jobs, and utilising before and after photographs is a great way to show a transformation and can be key in helping you win new business.
Get Organised & Stay Organised with this easy to use drag and drop Document Management System
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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