- 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.
with field engineersSend Emails or SMS to your field engineers, provide them with details of the job, appropriate documentation and relevant information, all without needing to rekey the details.
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 ONLINEWith Job Tracker Online let your customers view job updates via our password protected on-line web portal, driven directly from Job Tracker Professional.
DOCUMENTS, PLANS, PHOTOS ALL IN ONE PLACE
Drag and Drop any document directly into a job or quotation and make it instantly available to all your staff.
You really can store absolutely any kind of document in the filing cabinet, purchase orders, invoices, photographs, CAD drawings, BIM documents, Emails, as well as full folders. Once they’re in Job Tracker Professional all your staff have easy and instant access to all the documents for any Job or quotation.
You can organise the files, reduce the amount of paper stored in the office, allow multiple users to access the documents, and have the information easily accessible across various sites. Documents are easily added simply by dragging a copy from its current location into the filing cabinet. Each Job and Quotation have their very own filing cabinet. You can even save copies of emails so that any member of the team can see them for future reference.
If you don’t already have an electronic copy of the document simply scan it directly into Job Tracker, instantly assigning it to the relevant job/customer/quote filing cabinet. It’s then completely up to you if you decide to store the hard copy. If a paperless office is your goal this will certainly help you on this path.
All documents saved in the filing cabinet are readily available to be sent via email to customers or other interested parties.
You can speed up the handover of work and save time by being able to attach these files to job sheets emailed to field staff.
With such easy access to add plans and photographs to a job you can capture and store images throughout a project lifecycle and then produce these upon completion. If you choose, Job Tracker will even date stamp your images. With just a few clicks you can forward a copy of any of these files to your customer or even use your ‘before and after’ shots to help you show a job well done and earn new business.
Once added, the document becomes immediately available to any of your team with access to Job Tracker.
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.
Click to see details of the latest available updates, see what's new and find out how to get it.
View the latest company news, and follow us to keep up to date.