Jobs / Projects

• Create a job directly from a customer record or from a quotation.
• Schedule resources against the job directly or as part of a task under the job. A resource can be a person, an asset (internal or customer asset) or a location.
• Set default rates by hour/day for resources and auto calculate quantities to invoice with ability to auto round up or down.
• Book in and track maintenance on internal or customer assets.
• Creating an invoice for a job’s related costs can now be based on or include resource item charges like a rental or usage charge of an item on a job or task.
• Users can display the usage and availability of people, assets and locations/rooms by day, week or month on the calendar when planning jobs.
• Ability to link as many contacts (not just employees) to jobs and tasks.
• Dynamic Gantt functionality to allow users to drag and move jobs/projects between dates.
• Manage jobs via stages and tasks.
• Set labour budgets by employee type and compare to actuals from entered time logs.
• Setup budgets by custom category.
• Direct costs against jobs via purchase orders.
• Allocate direct product costs from stock and ad hoc costs incurred on jobs.
• Track in and out bound shipping at job level.
• Communication portal on job allows tracking of outbound correspondence (letters, faxes, emails, SMS and notes).
• Create sales orders under a job to allow for partial invoicing and / or shipping.
• Create a job directly from a quotation for assembled items and carry out assembly from within the job.
• Log documents directly under the job such as technical specifications, drawings etc.
• Group related jobs together.