Job Sheet Overview
Customer Relationship Management
• Quick and easy input of new customers
• Search for existing customers by phone number or name
• Repeat customers easily identified
• Discounts easily applied
• Quickly input customer details by scanning their driver's license
• Suburbs/Locality lookups to speed postcode entry and improve data capture quality.
• New Suburbs or localities can be quickly added when inputting Customer details.
Inventory Management
• Easy tracking of stock on hand.
• Import price updates.
• Parts cross-referencing for alternate parts.
• Supports price curves
Flexibility
• Multi-company setup available
• Training company available – staff learn to use the program with actual customer database
• Multi-User – security levels for different user groups
• Company branding available on screens and invoices.
• Menu background picture can be changed to the Company logo.
Servicing Management
• Full monitoring of in-house servicing of customer equipment
• Allows allocation of technicians to the job
• Full job status monitoring
• Easy customer invoice creation
• Email invoices and job sheets to customers or technicians
• View photos and notes captured by technicians on the mobile application
• View the safety checklist updated by technicians on the mobile application
• View job time recorded by technicians on the mobile application
• Job time supports apprentice hours
• Supports maintenance jobs where multiple appliances or assets required
Workflow
• Assign jobs or parts orders to staff for actions or followups
• Send emails with notes when assigning jobs or orders to a staff member
• Dashboard screen displays job and order statuses with charts displaying status breakdowns
Accounts Management
• Accounts receivable module available for non-COD customers
• Customer deposit handling
• Configurable discounts – can provide special discounts for different sources
• Customisable invoices for terms and conditions
• Export sales and purchases to MYOB. Multi-company MYOB export supported. Sales or Service Invoices can be created in MYOB
Orders Management
• Track and manage stock orders
Spare Parts Sales
• Quick and easy parts sales
• Look up alternate parts
• Create sales quotes
• Email invoices
• Process repairs and warranty claims.
Report Management
• Easy access to all reports
• Preview of all reports to screen available
• Archiving of EOD/EOM reports for later use
• Daily and monthly transaction reporting
• Stamp Duty and GST reporting
• Customer reporting
• Sales reporting
• Audit reporting
• Discounts reporting
• Custom report creator
Data Management
• Customer data import and export