Job Scheduling Module

This allows managers to quickly produce Quotations (or Estimates) for prospective new work, turn them into jobs when you receive the go-ahead, and manage bigger jobs/projects in greater detail.  It generates WorkFlow notes for separate lines / tasks, and tracks timesheets back to individual schedule lines.  It can even generate standard template letters or reports at certain milestones, and allows job managers to sign-off lines as being completed. .

Key Features

  • Easily create a new project starting from a template or similar project
  • 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 live jobs
  • 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
  • Monitor progress, and fees / costs to date (for each line and the job as a whole)
  • Re-schedule tasks to meet your priorities and commitments with other jobs
  • Easily revise various tasks if the specifications change
  • Generate an invoice that looks similar to the original quotation