Jobs
The main component of JobsPlus, is Jobs. A Job can be entered directly into the Jobs screen, created from a quote when the quote is won or copied from an existing job. Once a Job has been entered all the details are easily available, making it simple to access the information you need.
The Job section in JobsPlus allows you to:
- View complete job history.
- Easily search for jobs using a variety of search criteria
- View the progress of a job through the various areas in your business
- Categorise jobs according to the different types of jobs in your business eg Installation, Warranty, Service, etc.
- Log key dates for the job
- Assign priority to jobs
- Choose which site a job relates to from a listing of multiple client sites
- Record any additional information with our user defined fields
- Record unlimited job descriptions or job notes with timestamp
- List all parts, labour and other costs to be applied to the job
- Apply markup margins to parts
- Apply discounts to parts or labour or both
- Create multi-component jobs for large projects where the individual sub-jobs roll into the project
- In relation to a particular job, view which parts need to be ordered, which parts have been ordered and which parts have been invoiced to the client
- In relation to a particular job, view all purchase orders raised against that job
- Create a purchase order for a job whilst in that particular job
- Apply a percentage of overhead to jobs
- Attach electronic files to a specific job eg drawings, emails etc
- Schedule jobs and assign the job to a particular employee(s)
- Create Job Cards or Work Instructions to be given to your employees
- Create job templates for standard work
- Measure actual job performance against the original quote
- View job costing as job progresses