| When
you want to track your jobs try our job tracking software, "Job
Tracker Standard " currently
on version 2.4.0, is still one of our best selling of the shelf
products. Job Tracker is designed to be friendly and intitutive,
and aimed at the small to medium sized business who is looking
for a simple product to track the current status of various jobs.
Job Tracker
can handle direct client enquiries and jobs supplied via a provider.
e.g Direct client enquiries are when you deal directly with
the purchaser where jobs supplied via a provider would cater
for work via an insurance company, local authority, sub contracted
or similar.
On
top of that, Job tracker is fully network aware, enabling you
to have several users working simultaneously. The software handles
a range of dates for each job giving you the ability to track
various aspects of the job, e.g. Date recevied, date quote sent,
date completed, due date etc. These dates can all be used to
create comprehensive reports. You can now also track future appoinments,
e.g. To book an annual maintenance or a recall date, simply put
the date in the system and when appropriate that appoinment will
appear on your jobs reports.
Another
great feature is the ability to change the screen descriptions
simply by double clicking on them. e.g the above main screen
shot shows labels of "Introduced By" and "Client Reference" as
well a many others, just by double clicking on these labels
you can change the wording to make it relevant to your company.
Now all of a sudden what was once used for marketing can now
be used for the assigned engineer. Changes are also be reflected
in the reports.
The
software also supports an unlimited number of custom job status,
e.g. Awaiting Invoice, Pending Customer Feedback, Awaiting Parts
etc. Simply add the job status that is relevant to your company. The
same goes for your engineers, marketing sources and a few other
fields as well.
All Jobs can
be easily found by using the search facility, simply type in as
little or a much as you like and the software will return all jobs
matching the search criteria. e.g. You can search by name, telephone,
job reference, address or practically anything else stored against
the job.
Although simple
to use the reports available on Job Tracker are comprehensive, showing
results such as how many jobs come from a particular source, useful
for tracking your marketing. Show all jobs over 15 days old that
are awaiting payment or any other job status. Click here for screen
shots. Report 1 Report
2 Sample Report
Document Management:-
At the press of a button you can produce and print a Job Sheet. Sample Job Sheet
Every field within the full version of Job Tracker can be
used to populate your Job Sheet. And if that's not enough,
simply ask and we can make some more.
All
other types of documentation can be handled by Job Tracker's
document management, which integrates with MS Word. At the press
of a button you can pick a letter template, populate the letter
with the correct contact, address details as well as every other
data field within Job Tracker. No need to worry where the document
is stored or how to get it back again. Job Tracker looks after
it all.
We have also
introduced the ability to create Excel sheets directly from within
Job Tracker. Using this feature you can now create invoices where
the address, unique invoice number and various other fields are
automatically populated.
You can have
as many MS Word and MS Excel templates as you need and all the templates
are automatically shared between other networked clients, ensuring
all documentation looks the same.
As Job Tracker
was developed in-house by S B Systems we are able to fully customise
the software to meet your exact needs.
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