Technical Tuesdays
- Maintenance Contract Manager
- 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
Features - Enable/ Disable
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Assign Engineer - Version 4
Version 4 Assign Engineer screen gives you a clearer view of your engineers/ staff/ subcontractors and your relationship with them, helping you make an informed decision on who to assign to the job.
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Maintenance Contract Manager
This feature is designed to simplify and automate the scheduling of recurring jobs across multiple sites, saving you time when creating jobs & improving contract tracking.
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