JobPro Version 5.0

New Features

Click on the plus sign for more information

Voice Calls

JobPro can now make voice calls using VOIP systems like Skype and Asterisk. Users can click a phone number anywhere in the system to make a call. JobPro can be customized to integrate with your existing VOIP system if needed. Besides obvious advantages like productivity and call logging, this feature can be a big cost saver compared to standard land line call charges.
The feature includes the ability to create call logs where users can have the log appear on screen while making the call so notes can be entered while on the phone.

SMS Messages

JobPro can now send SMS messages directly using systems like Skype and ClickATell.
Users can click a phone number anywhere in the system to create an SMS message.
A log of the message will also be stored.

Email PDF's

Users can now directly email transactions as PDF documents without having to save the PDF to their computer and then manually create the email attaching the PDF to it.
Transactions include quotations, estimate requests, sales orders, purchase orders, dispatch/shipping notes and sales invoices.

Multiple Addresses

Companies can now have multiple addresses assigned. Each contact for a company can be linked to a specific address other than the main address.
Also, users can change the address on an invoice for example at the click of a button.

Notes & Activites

Each module now has a ‘Notes & Activities’ section to allow users create structured notes (with automatic name and time stamps) as well as display logs for voice calls and SMS messages.

Time Tracking

New feature to track time based on type of employees. Users can input budget times on jobs based on the type of employee or work they do and then compare budget with actual time. Onscreen warnings and reports will remind users about going over budget.

Supplier Invoices

Supplier invoices received can now be logged and checked against their relevant purchase orders. A report had been added to show purchase order totals versus supplier invoices received to highlight differences.

Document Management

The Document Management feature has been added to the Prospects/Leads module.
This option allows you to link external documents to JobPro in the various modules. It also allows you to launch those external documents.

Contacts

Users can now search, list and view data at the individuals level in the Contacts module, not just at the company level.

Marketing

There is a new feature for creating mailshots (also known as mailers or mailings) for specific individuals, not just for the main contact for each company.
Users can now do a search for a set of companies and do a mailshot (by email, letter or fax) for all individuals for those companies or they can search at the individuals level (not by company) and do a mailshot for those individuals, regardless of the company they belong to.

Other New Features

Added ability in Sales Invoices to print the payments received for an invoice.
Added ability in Sales Invoices to search payments received against invoices and create reports.
Improved functionality on the Calendar screens including displaying certain data in fields using the mouse-over tooltip feature.
New time reports.
New warnings for time logs not completed.
New ‘Report by Country’ in the Contacts module.
New ‘Budget Time’ report in the Jobs module displaying the budget, actual and difference for times across multiple jobs.
New ‘Quotes’ and ‘Dispatch’ tabs added in the Jobs module to display related quotations and dispatches/shipments allowing the user to drill down to view the related data.
Various user interface improvements including entering of dates and larger screens for selecting contacts, products, etc.
Feature added to print expenses entered for an employee.
New reports in the Tasks module.
Users now have the ability to specify the heading of a sales invoice. For example ‘Tax Invoice’ instead of ‘Invoice’.
Various improvements to the Messages functionality.
Various small bug fixes including window screen flicker on opening JobPro under Microsoft Windows.

JobPro Version 5.0

New Features

Click on the plus sign for more information

The feature includes the ability to create call logs where users can have the log appear on screen while making the call so notes can be entered while on the phone.

JobPro can now send SMS messages directly using systems like Skype and ClickATell.

Users can click a phone number anywhere in the system to create an SMS message.

A log of the message will also be stored.

Users can now directly email transactions as PDF documents without having to save the PDF to their computer and then manually create the email attaching the PDF to it.

Transactions include quotations, estimate requests, sales orders, purchase orders, dispatch/shipping notes and sales invoices.

Companies can now have multiple addresses assigned. Each contact for a company can be linked to a specific address other than the main address.

Also, users can change the address on an invoice for example at the click of a button.

Each module now has a ‘Notes & Activities’ section to allow users create structured notes (with automatic name and time stamps) as well as display logs for voice calls and SMS messages.

New feature to track time based on type of employees. Users can input budget times on jobs based on the type of employee or work they do and then compare budget with actual time. Onscreen warnings and reports will remind users about going over budget.

Supplier invoices received can now be logged and checked against their relevant purchase orders. A report had been added to show purchase order totals versus supplier invoices received to highlight differences.

The Document Management feature has been added to the Prospects/Leads module.

This option allows you to link external documents to JobPro in the various modules. It also allows you to launch those external documents.

Users can now search, list and view data at the individuals level in the Contacts module, not just at the company level.

There is a new feature for creating mailshots (also known as mailers or mailings) for specific individuals, not just for the main contact for each company.

Users can now do a search for a set of companies and do a mailshot (by email, letter or fax) for all individuals for those companies or they can search at the individuals level (not by company) and do a mailshot for those individuals, regardless of the company they belong to.

Added ability in Sales Invoices to print the payments received for an invoice.

Added ability in Sales Invoices to search payments received against invoices and create reports.

Improved functionality on the Calendar screens including displaying certain data in fields using the mouse-over tooltip feature.

New time reports.

New warnings for time logs not completed.

New ‘Report by Country’ in the Contacts module.

New ‘Budget Time’ report in the Jobs module displaying the budget, actual and difference for times across multiple jobs.

New ‘Quotes’ and ‘Dispatch’ tabs added in the Jobs module to display related quotations and dispatches/shipments allowing the user to drill down to view the related data.

Various user interface improvements including entering of dates and larger screens for selecting contacts, products, etc.

Feature added to print expenses entered for an employee.

New reports in the Tasks module.

Users now have the ability to specify the heading of a sales invoice. For example ‘Tax Invoice’ instead of ‘Invoice’.

Various improvements to the Messages functionality.

Various small bug fixes including window screen flicker on opening JobPro under Microsoft Windows.