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OPERATION
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STEPS in JOBTRACK
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JOBTRACK FEATURES
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Create a new quote
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Select a client,
or a previous job or quote
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JobTrack maintains a database of your clients.
Client details need only be entered once
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Create New Quote
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JobTrack creates a new quote number. The quote number and description are added to the clients "quotes" file for easy retrieval later.
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Complete detail
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JobTrack automatically calculates totals, margin and tax etc.
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Obtain information or quotes from outside suppliers
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JobTrack provides any easy, customisable form ready to print or fax a quote request to an outside supplier who may need to have inputs for the potential job.
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Print Quote letter
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JobTrack provides any easy, customisable, letter format ready to print or fax.
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Print Quote Sheet
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The Quote sheet contains all the details of the quote
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Create a new Job
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Select a client,
or a previous job or quote
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Jobs can be created from scratch or from an existing quote or job.
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Create New Job
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JobTrack creates a new job number. The job number and description are added to the clients "jobs" file for easy retrieval later.
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Complete any required detail.
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You can customise JobTrack so that certain information prints out on the job sheet or not.
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Issue an order to outside suppliers
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JobTrack provides any easy, customisable form ready to print or fax a order request to an outside supplier who may need to have inputs for the job.
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Print a Job Sheet
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The Job sheet contains all the details of the job and can either be attached (stapled/taped) to the outside of a job bag/envelope or included inside a plastic sleeve.
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Record Costs
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Select Costing,
then select job number
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At any time actual costs can be entered into the system. Staff can record any time/and materials used either on a time sheet or actually on the front of the job sheet.
At regular intervals the time sheets or job sheets costs are easily entered against the relevant job. When an order is issued, the cost is automatically recorded against the job.
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Print Cost Sheet
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Once a job has been completed a cost sheet, detailing all the costs recorded plus margin and tax, can be printed out
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Create and print Invoices
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Select Invoicing,
then select job number
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The cost sheet displays a "recommended" invoice price based on all the recorded costs etc. Once this value has been confirmed or adjusted the job is marked as "invoiced".
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Print Invoices
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"Invoiced" jobs can be printed immediately or kept in the system so all the invoices for a month are printed at the end of the month.
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Record/Post payments
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Select Accounting, Post payments
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As clients pay their accounts throughout the month, these payment are easily subtracted from the clients account. At any time you can view a clients account to see their current status.
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Print Statements
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Select End of Month, Print Statements
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JobTrack print statemnts that show all the current account activity (payments in and invoices added) plus any outstanding amounts.
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Viewing jobs or quotes
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Select the required job or quote
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All jobs and quote are easily available. If you do not know the job/quote number, it can be found by looking up the clients job or quote list.
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Password Protection
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Configuration, Passwords
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You can set up JobTrack so that certain sections can only be viewed by authorised staff.
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Reports
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Reports
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JobTrack provides a wide range of reports for clients, jobs/quotes and invoices.
Selective client lists can be generated and envelopes printed for mail merge/marketing purposes.
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Inventory Invoices
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Inventory
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For some businesses it may not be appropriate to create a new job for every item sold to a client. In the case where fixed price items are sold then the inventory invoice facility may be more useful.
Items purchased are added to the clients inventory invoice from the inventory list.
This inventory invoice can be printed out either at the time or left so more items can be added and the collective total invoice printed at the end of the month.
The inventory system can also be used in conjunction with normal jobs - in this case, inventory items are added to the job's costs.
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