Job Management Software is a powerful tool for any business as it provides a central hub for your office staff and mobile workforce. This allows you to manage all of your jobs and contracts right from the initial quote, all the way through to final invoicing. Managing your workload is easier than ever!
Top key features of Joblogic
1. Job Service Desk Screen
- Log jobs and begin work instantly
- Manage your jobs in one central location
- Dispatch & schedule visits to your mobile workforce
2. Individual customer & contract records
- Electronic records of all client contact information complete with Google Places Integration
- Keep track of contract service dates
- Access to attachments and notes
3. Engineer Records
- Electronic records of all client contact information complete with Google Places Integration
- Keep track of contract service dates
- Access to attachments and notes
4. Engineer Application
- Real-time job accessibility from mobile devices which allows your engineers to complete their jobs on the go.
- Access to a comprehensive library of electronic versions of most industry standard certifications, including Gas Safety Records, CP12s, Risk Assessments and many more.
- GPS Tracking to locate your workforce and manage locations from the back office.
- Capture signatures, photos, parts used and time sheet data.
5. Quoting, invoicing & Credits
- Total control of your accounts – monitor your costs in one system
- Instant access to records of quotes, invoices and credits
- Eliminate the need for paperwork
6. Complete traceability of jobs & invoices
- Follow your accounts and monitor your ingoing and outgoing costs without the need of an external system.
- Monitor your jobs and track the progress of each individual visit
7. Customer portal
- Customers’ ability to access their quotes, jobs, invoices and more – these records will enable them to see what work is being done in real time.
- Comprehensive access to industry standard forms.
- Access to company dashboards to allow your clients to track the health of their sites, and monitor works completed.
8. Total data security
- As all of your data is stored electronically and is completely cloud based, regular back ups are taken to ensure total security of data, which removes the risk of lost information.
- Your data will always remain your own and you will always have the ability to extract your data from the system should you require it.
Why we chose JobLogic as our operating system
- Paperwork Elimination
It’s 2018 and gone are the days of tirelessly managing our paper-based jobs, quotes and invoices. Joblogic keeps everything electronic and automatically organises our records.
- Efficiency and profitability increase
Since all of our paperwork is managed by Joblogic, we can free up more time to allow us to complete more jobs and handle twice the number of orders.
- High level of customer satisfaction
With constant access to real-time job information, we are able to keep our customers in the loop about their scheduled visits, as well as report back to them with important health insights to your contracts and assets.
- Total Transparency
Effortlessly share information with customers, contracts and engineers via the customer portal or bespoke reports.
The Joblogic customer portal gives our customers access to their data 24 hours a day 365 days a year.
- When our customers log in to the portal they are presented with a professionally branded dashboard showing them the key metrics that they’re interested in.
- As soon as we create a quotation it will be available for our customers to view online, download as PDF or print. It’s really simple for you to approve the quote too. You can add your order number, comments and even upload a document such as your purchase order. Any sales invoices and credits that we create in Joblogic will also be available in the portal.
- Using the portal our customers can see the real time status of their jobs. You can see icons against each job to show when an engineer is on route, on site or when a job is completed. We can give our customer access to job notes, engineer recommendations, photos and certificates. You can download job sheets as PDFs if you need to.
Waste no more money and precious time, which we can pass on to you, our customer!
- We use a single system from the point of quote or job creation all the way through to invoicing.
- We empower our staff with the ability to look in one central system for all job-related data.
- We connect our field engineers using their mobile app.
- We let our customers see what’s happening in real time via the web portal.
