JobTracker Newsletter- May26

Monthly product updates & tips - May 2026

Hello Job Tracker Community,

Welcome to our May edition of the Job Tracker Pro newsletter - here we 'spotlight a time-saving feature' you may not be aware is available, and we'll give a brief update on any changes recently made!

🌟 Featured Feature

Cloning rules - for jobs or quotes

Running a busy service business often means creating the same or similar jobs and quotes, again and again. With Job Tracker you can clone a job or quote at the touch of a button, and also create rules to determine what information is copied across or inserted by default on cloned jobs or quotes.

Re-entering the same information wastes valuable time and increases the risk of mistakes. This Job Tracker Professional feature helps resolve such issues. This feature works whether you are using the new versions of the quotes and jobs screens, or the legacy versions.

It is important to note that these setting are the same for all users so be sure to make sure you know how changes you make might affect your colleagues.

Discover Now

🆕 Latest Updates

View all jobs or quotes for a specific client or customer.

From the contacts screen there's a handy screen showing all quotes or jobs for a specific contact.

Access the contacts screen from the home screen of Job Tracker or from the new dashboard. Alternatively click the CRM button next to the customer or client in the job screen.
Once in the contacts screen, click the history tab at the top of the screen.
Use the radio buttons to filter between jobs or quotes and also choose whether to show all records or just open ones. Other filters also exist to specify a certain date range, job status or job category.
If you double click the job number in the column on the left, this will open the job for you to view and edit.

Choose which items appear on your quote.

With our most recent update, we have ensured that if you are using the new version of the quote screen, after adding materials to your quote, no specific items are left selected. This means that when you print the quote (or create the quote document), all items will be included by default.

If, however, you want to produce a quote document showing only specific items from the parts list you have assigned, simply highlight the relevant rows in your parts list, then produce your quote in the usual way.

To get updated to the latest version of Job Tracker, please do call us.

New modern Dashboard, Jobs screen, and Quotes screen.

Many of our customers have now moved to using the new dashboard along with the new versions of the Quote screen and Jobs screen. These utilise newer technology and allow for continued development of new features, whilst enabling you to still record the data relevant to your business.

A clearer dashboard showing jobs, quotes, reports and live activity.

A fresh looking quote screen with details, notes, and costs still all in one place.

Manage job details, assigned engineers, dates, notes and costs from one screen.

Quickly filter, review and manage current jobs from the Live Jobs screen.

You can also view some handy videos here. If you've not yet moved to using these new screens but would like to know more, please do not hesitate to get in touch.

Want to know more...
If you would like further details on any of the above features, call us on 01255 830113 or email support@jobtracker.co.uk

If you have suggestions for quick time-saving actions or features you'd like to see developed, please let us know. We strive to continually develop the software to help you keep your business streamlined and successful.

💙 Love using Job Tracker?

If you’re enjoying Job Tracker Professional, we’d really appreciate it if you could recommend us to friends and other organisations who may benefit from improving the way they manage their job tracking and scheduling.

We’re also always happy to discuss bespoke modifications to help tailor Job Tracker to your specific procedures, workflows and business needs.

Talk to us about your requirements