Adding Customers, Clients & Suppliers
In the contacts manager system, create & update details of Clients, Customers & Suppliers. Assign customers to a client head office & enable a client overview showing all assigned customers on screen.
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Automated Emails
An automated email process can be set up so that when a specific job status is selected an email template is used to send out an email to the customer/client or engineer.
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Clearing Your Email Address Book
Details on how to clear your email address book on Job Tracker and prevent unassociated email addresses being used when utilising the 'filter' function.

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Delete Duplicate Customer/Client Details
If you find duplicate details exist, you can merge the information, update all jobs with the correct information and delete the duplicate data.

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Ignore Contact Option
Now you have an ‘Ignore Contact’ tick box in the contacts page to allow you to make a contact, customer or client, unavailable for selection in relation to jobs or quotes.

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Linking Customers and Clients.
You are able to assign a Customer/address to a Client. Job Tracker will then automatically pull through the relevant client infomation into the client details tab within jobs and quotes.
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Sending Emails - Filtered Address Book
Quickly access email addresses relevant to a job, such as the customer, client, and the assigned engineers.


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Template Emails
Create template emails to enable quick communicaiton with customers, clients & staff. Templates save you typing the body of the email and can automatically pull in data from the customer, job or quote.
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