Documents, plans, images
all in one placeThe simple, easy to use drag & drop filing system keeps all documents, even scanned copies, assigned to their relevant job with everything easy to access, use or forward.
- 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.
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.
JOB TRACKER MOBILEGive your field engineers Jobs while they're out and about and stop the excuses for late or missing paperwork. Collect signatures, record times on site, complete jobs and more.
COMMUNICATE WITH YOUR FIELD ENGINEERS EASILY
Send emails or SMS to your field engineers, providing details of the job, appropriate documentation and all relevant information, all without needing to rekey the details.
In just a few clicks, email and share relevant documentation with your team so they arrive on site fully informed and prepared. Share with them job sheets, invoices, risk assessments, photographs and other files appropriate to the job.
Everyone within your business with access to Job Tracker Professional can see a clear record of all emails and SMS sent in relation to jobs and quotations, immediately after it is sent. They can access the full contents of the file, see all relative information and attachments, and if appropriate, at the touch of a button they can resend the communication.
Engineers can respond directly to emails and SMS sent from within Job Tracker Professional, the response will arrive as an email which can then simply be added to Job Trackers document management system with a simple drag and drop. All staff with access to Job Tracker Professional will then be able to view it.
Go a step further with Job Tracker Mobile and give you field engineers electronic access to the job and provide them with the ability to update the records directly. Using Job Tracker Mobile, a job can be updated as soon as it is completed, together with job sheets, notes and customer signatures.
Let Job Tracker Professional help in removing the possibility of errors when rekeying information or misinterpretation of a conversation.
The engineers can have all the necessary information available to them on screen, even if the office staff have only just received it and sent it.
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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