JOB TRACKING
As an all-in-one solution, WorkPLAN Enterprise manages your job from start to finish.
When the customer accepts our quote, you can quickly convert it to a sale order in the system's "Job Tracker" module. All tasks are automatically attached to the order so there’s no missing information and no manual data entry errors. The system also automates the creation of customer documents such as delivery notes and invoices throughout the process. This module also manages your components (purchased or sold), your resources and maintenance operations
WorkPLAN Enterprise’s ability to create and store an unlimited number of print templates lets you produce quotes and other documents, that are individually tailored to each customer, which you can then simply convert into a pdf for emailing.
Complete technical and financial data for each job or project are available in real time as the job moves through the manufacturing process. Users can track in real time all tasks, supplies, sub-contracted jobs, etc.
Easy to read graphical summaries highlight the variances between actual and original estimated costs so you can see if you are making or losing money on a job and take action if necessary.
Click here to see example screens
Benefit:
Efficient management of sales orders
- By automatically converting quotes into orders
- By live cost and time tracking summaries
- By live tracking of all tasks, supplies, sub-contracted jobs, etc
- By ensuring timely and accurate invoicing
Contact us for full details of available functions and features
|
