Job Scheduling Module
This allows managers to quickly produce Quotations (or Estimates) for prospective new work, turn them into job schedules when you receive the go-ahead, and manage bigger jobs/projects in greater detail. It tracks timesheets back to their respective schedule lines, and Job managers are able to sign-off lines as being completed (preventing further timesheet entry to them).
It integrates with the WorkFlow module, generating To-Do List notes for separate lines / tasks. It also integrates with the Document Admin module, and can generate standard text-merge email, letters, or reports from templates when milestones are achieved.
Key Features
- Easily create a new quotation / schedule starting from a template or similar project - or completely from scratch
- Tweak the estimates for various items to meet the nuances of the new job
- Produce a formal Quotation (or Estimate) for the prospective new client
- Quickly convert successful quotations into a schedule for the new project
- Assign tasks to respective staff (and easily re-assign them if necessary)
- Staff can then:
- View respective tasks in their WorkFlow To-Do List
- Code their timesheets to respective lines in the Job Schedule
- Managers can monitor progress, and fees / costs to date (for each line and for the job as a whole)
- Easily revise various tasks if the specifications change
- Re-schedule tasks to meet your priorities and commitments with other jobs