EXCLUSIVE INSIGHTS

Job Pipeline

Our exclusive Job pipeline management coordinates your end to end job management process and lets you know the current status of each sales item. It provides a traffic light icon system to help you easily identify items requiring action, in progress and completed. With the ability to drill down from a Job, to the instruction sheet and sales item.

Features

  • View Job/Project Summary in one consolidated report
  • Overview on statuses on related modules such as the Enquiry, Quote, Variation, Sale Items, Instruction Sheets, Schedule, Task, Booking, , Purchase, Receive, Production, etc.
  • Drill down to Instruction Sheets > Production Items > Sales Items

INSIGHT VIDEO


If you look after Jobs and need a pipeline to quickly and easily where your jobs are at, then watch our video on our exclusive Job Pipeline Widget in Zoho CRM.

Your can drill down from Jobs to Sales Orders, to Sales Items without opening any records. You can view updates on purchases, shipping and invoices for updates on where your pipeline is at.

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STEP BY STEP

Every step of software implementation relates to a process. We specialise in understanding each step a business needs and the processes required to deliver a smooth, simple and smart software solution. Today we have over 90 custom solutions designed to support many industries and businesses.

Find out more

Reach out to our team if you would like to learn more about this process or other exclusive solutions.

CONTACT US

Every step of software implementation relates to a process. We specialise in understanding each step a business needs and the processes required to deliver a smooth, simple and smart software solution. Today we have over 90 custom solutions designed to support many industries and businesses.