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INSTRUCTION SHEETS AND PRODUCTION ITEMS

Instruction Sheets means creating 'Sub Jobs' under your main Job/Project. If you can create many instruction sheets under the job and link Production Items to the Instruction Sheets. A Production Item is the production or assembly of the goods and services you sold. Linking them to instruction sheets, means you can split your production items into different delivery stages.

The items in your Sales Order can be linked to Production Items, which means you can track production, delivery, variations to each of the items you sold. Providing you with accurate reporting on the percentage of the job complete.

PRODUCT USAGE

Our exclusive product usage widget supports a process where you need your installer team to verify the final quantities used for a Sales Order. Including adding new items, cancelling items on the Sales Order and verifying the quantity of items used.

This process will ensure your quotes and sales orders are updated for your final billing but track all the variations from the original quote to the final quote.

BOOKINGS AND SCHEDULES MANAGEMENT

Our exclusive Booking and Daily Schedule widgets provide a custom calendar to support bookings for Resources. A Resource can be an Internal Users, External Party and other resources, such as equipment and spaces.

Resources, such as equipment hire can be costed to your jobs and bookings can be related to Tracker requirements, such as inspections and questionnaires.

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.