Technical Tuesdays
- Assign Engineer Screen V4
- Batch Invoicing
- Cloning A Job or Quote
- Creating Templates
- Customising the New Jobs screen
- Document Shortcuts
- Email Automation
- Email Address Book Clearing
- Email Template
- Enhanced Search Jobs Screen
- Field Codes/Labels for template documents
- Emails - Filter addresses relevant to a job
- Head Office link for Customers & Suppliers
- Ignore Contact Option
- Linking Customers and Clients
- Linked Jobs & Quotes
- Manage Users - Add/Amend Users & Access
- Passwords - Change and Reset
- Remove duplicate customer or client records
- Removing an invoice number from a job
- Service Level Agreements & SLA reports
- Slow Response/ Not Responding
- Updating or closing multiple jobs at once
- VAT Calculations show 1 penny difference
- Main Menu - Technical Tuesday Topics
- Latest News Learn more about new features on Job Tracker
Topics for Techincal Tuesdays
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Addresses / Contacts / Communication
Hints and tips on how to manage and utilise your address book & Emails for clients and customers. Also advise on how to associate jobs to head office.
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Documents - Creation & Management
Guidance on creating templates, generating documents and storing files, images and communications against a job or estimate.
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Features - Enable / Disable
Disable unused features or turn on new features to help save time or ensure set data is captured.
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Jobs & Estimates
Tips and information on capturing and recalling information relating to jobs and estimates.
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Screens - Adjusting & Personalising
Personalise the jobs and estimates screeens to suit your business needs. Add or remove fields, determine the type of data captured and even colour code lists.
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Under The Bonnet - Technical Tips
More informaiton and tips on some of the technical detail that sits under Job Tracker Professional.
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