Customer Databases

• Keep records of your Clients/Customers/suppliers.
• Store multiple contact numbers i.e. mobile, work and fax.
• Record notes relating to Client/Customer/Supplier.
• Have the ability to look at previous job history or previous communications.
• Use the powerful search engine to locate required information quickly.
• Job Tracker professional will alert you if a duplicate file has been entered.
  
  

Filing System

• Store all contact with Customers/Clients/Suppliers received and sent, whether they are emails, letters or sms texts.
• Any correspondence relating to a job or customer can be easily retrieved.

Estimates

• Create estimates quickly using templates with your company’s own logo.
• Set your templates so that Job Tracker Professional will automatically collate the required information (name, addresses, job no’s) from your databases or fields, eliminating re-keying and errors.
• Book appointments within estimate for either a engineer/staff member to visit or arrange a follow call.
• Include financial arrangements, deposits taken and any payment plans arranged.
• Print estimates with your companies headings.
  

Creating Jobs

• Quickly and easily create jobs, assign staff, engineers or outside contractors to job.
• Assign required skills or qualifications.
• Book appointments and/or follow ups.
• Store reference numbers given by Clients/Customers/Suppliers/Outside Contractors.
• Print job sheets.
• Add materials to job for better costing or use Job Bag to cost job.
• Use the T card system to see outstanding jobs, customisable by you.
  
  Integrated Diary

• See at a glance who is available.
• Book jobs into the diary allocating date, time and staff member
• Create call backs, service reminders or/and arrange meetings
• Record holidays and sickness of staff.
• Specify time slots to complete a job, allowing you to plan your day/week more accurately.
• See all or an engineers schedule on a particular day/week/month
• Control which members of staff sees which diaries.
  

Invoice

• Invoice quickly and easily.
• Allocate costs additional costs to job.
• Print invoices on letter headed paper.
• See outstanding invoices at a glance, with totalled amount owed collectively.
• Run reports to capture in depth financial information.
• Have sage line 50 integrated.