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.
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.
- 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.
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.
CREATE QUOTES, JOB SHEETS, INVOICES THE WAY YOU WANT
Design and create your documents to look exactly the way you want, then generate quotes, invoices, job sheets without having to rey key anything.
Unlike other systems we don’t make you use Job Sheets or Invoice layouts designed by us, you truly can design your paperwork to look exactly the way you or your clients want. Within just a few minutes we can often take your existing Word or Excel document and make it fully compatible with Job Tracker Professional.
Every piece of data you type into Job Tracker Professional or every image you drop into it can be automatically inserted into a document of your choice. This functionality allows you then to create whatever type of document you want, be it a thank you letter, invoice, sales letters, purchase orders, mail merge, customer satisfaction sheet, job sheet… the possibilities are vast.
The flexibility that comes with Job Tracker Professional means that you can create your template documents to look exactly the way you want. You are in complete control of your documents, you design them and create them the way you want. You choose the data you want included and how that information should appear. We are here to help with guidance and tips but ultimately you are in control. We don’t restrict you on design and layout, and Job Tracker Professional integrates with the world leading software packages MS Word and MS Excel. If your business needs to complete template forms supplied by external sources, Job Tracker Professional can automatically populate the required information, saving you time on transferring data. If you have existing documents and templates already in use, it’s quick and easy to adapt these and have them automatically populated with the information saved within your jobs. You can also create multiple shortcuts to your regularly used documents giving you the ability to create multiple types of documents with a single click. Once you create a document it’s instantly saved and made accessible to all of your team with access to Job Tracker Professional. At the click of a button you can create a PDF which can be emailed to all interested parties. The details of this are recorded and the file and email is accessible by any of your team with access to Job Tracker Professional. The email can be sent directly from within Job Tracker Professional. The full contents of the email and the attachments can be accessed with a simple mouse click.
You can create professional looking documents quickly and easily with just a few clicks. Like other available systems, document templates are supplied that allow you to just import your own logo and company details, however, Job Tracker goes so much further and allows you the flexibility to create and use templates that look exactly the way you want.
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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