Job Management
SAM’s jobs module is the feature-rich home of all your job management activities. Furthermore, it combines with the other SAM modules to enable businesses to streamline their day-to-day operations and go paperless.
From the jobs module, you can manage your job scheduling and generate job sheets. Additionally, you can perform job costing, tracking, and quoting activities. By eliminating the need for complicated systems or multiple spreadsheets to manage your mobile workers and contractors, therefore Sam’s job module enables you to have real-time updates on all your job statuses all in one place.
Job Module Overview
You can simplify your business processes by using the SAM jobs module. Consequently, it will allow you to streamline your operations and focus on increasing productivity, leading to improved quality and winning new business.
Moreover, the color-coded job overview screen uses a traffic light system to show the current job status, making high-priority jobs easily identifiable by the administration staff.
Identify jobs waiting for attention, those in progress, and those completed. Most importantly, the administration staff can quickly ascertain which engineer a job is assigned to.
Details for each job are recorded when the job is created, encompassing customer details, job type (installation, maintenance, repair, etc.), and the assigned engineer who will be performing the work.
Moreover, customizable drop-down menus enable different industry sectors to categorize the jobs to align with their specific requirements.
Save time with SAM Job costing. Similar to a sales order, you can create quotations for potential or existing customers. If they want to proceed with the order, quickly convert the quotation into a job. Additionally, the pricing tab allows for the quick creation of an invoice when the job is completed. Long-term jobs can also be invoiced on an ongoing basis. This tab keeps a record of all parts used on a job, including the engineering times.
Furthermore, you can capture the hours and costs for a job and estimate the costs for it. You can also compare costs against set budgets stored as part of the job details.
Features
- The jobs module enables administration staff to schedule jobs swiftly and accurately, thereby enhancing operational efficiency.
- The jobs module provides easy access to job tracking from the office, thus ensuring seamless monitoring of job progress.
- Utilise the jobs module to transition to a paperless system, generating job sheets for your mobile workers directly from the module.
- Streamline your workflow by easily creating quotations for potential or existing customers, similar to a sales order, saving valuable time in the process.
- The history tab records every interaction with the job, providing a comprehensive overview of its progress and status throughout its lifecycle.
- With email notifications, users are spared the need to manually monitor every step of a job's progress. Additionally, within the SAM jobs module, users can input multiple email addresses for each job, triggering notifications at each stage until completion.
- The SAM Mobile App facilitates real-time communication between the administration team and mobile workers. Moreover, through the updates tab, administration staff can send job-specific text messages to mobile workers, who can then respond directly via their mobile app.
- The Customer Portal offers a cost-effective means for customer interaction. Customers can independently log their own jobs, check their status, and review their history without requiring direct interaction with staff members.
- The system seamlessly integrates with Sage 50 Accounts, ensuring smooth and efficient accounting processes.
Benefits
- Take full control of the job lifecycle, from initial creation to final invoicing, with comprehensive job management capabilities.
- Gain a quick overview of all current job statuses with the Jobs module, allowing you to stay informed at a glance.
- Access a wealth of job details instantly with the comprehensive Job Information feature.
- Transition to a paperless workflow effortlessly by eliminating the need for job sheets, filing, or storing paper through digital administration.
- Effortlessly generate instant quotations by swiftly calculating the total cost of each job and automatically dispatching the quotation to the customer.
- Boost productivity by embracing the SAM Mobile App and integrating it with your accounts. This integration minimizes data duplication, saving time and space, and enhancing data accuracy. As a result, this newfound time can be allocated to other service delivery tasks and pursuing additional business opportunities.
- Embrace a paperless approach to significantly reduce environmental impact. By saving trees, minimizing pollution, reducing transport, and conserving water, you contribute to a cleaner, greener planet.
- Utilize comprehensive reports to analyze daily business performance, empowering leadership to make informed decisions. Establish data-driven KPIs to monitor and enhance employee performance effectively.
Job Management
With Sam’s Job Management financial activities like invoicing, and generating sales & purchase orders are synchronised with your accounts software.
This saves time as there’s no need to repeatedly input the same information. Job information is entered directly into the jobs interface by the administration team from the office.
Information is also entered by Mobile workers using the SAM Mobile App. Customers can enter their digital signatures using the app or the customer portal.
Email your Enquiry: info@samsoftware.com or use our Contact Form.
