Feature List:
The Jobsite Toolbox System includes:
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Contact Management System (CMS)
This is an application to keep track of your customer base and to add new customers to the system. The CMS is a powerful tool to put you in control of your marketing campaign. Use this system to keep in touch with your client base, keep track of when you last had contact, what the outcome of the contact was, what the client bought, who the client bought from, the client's satisfaction level, and every single bit of paper and contracts ever created between you and your client.
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Accounting (Quotations, Contracts, Invoices)
This feature produces print-ready copies of the paperwork required to run the business. This includes material lists, Invoices, Accounts Payable, Accounts Receivable, Profitability and other KPI reports, Purchase Orders, Variance Purchase Orders, Price Lists, Sales Tax, Project Cost Analysis, sign-off forms, inspection checklists, crew schedules, job orders, and basically all the information is entered into the system once and the paperwork is then created with the click of a mouse.
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Sales Estimation
This application is also a big time saver and is used to quickly develop sales estimations within company guidelines and supplier pricing. The system looks up product availability, nearest or best fit, required grade or quality, highest profitability, and all the little items that are never overlooked with an ERP system.
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Sales Management
This feature is an online tool used to calculate sales commissions for each salesperson, track individual and total bookings, and track the actual commission percentage for each person. The system also tracks the actual sale and all the customer upgrades, variance purchase orders, statuses, invoices, contracts, and commission for each job.
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Job Management
This feature enables the company to manage the orders to keep track of promises and commitments to clients. If a customer wants a specific type of services you can manage their expectations in regard to the status of the delivery and the quality of the project. The feature also makes it simple to include files, documents, and spreadsheets with a project or customer record. The feature also enables the system administrator to send drawings and plans to the installers, finishers, and quality control people for viewing.
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Service and Support
This module provides all the Tools and reports required to manage and support your products, installations, and warrantied services. The system provides reminders for anniversary's and service dates, amongst many options that are currently available to you..
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Scheduling and Project Management
This scheduling feature enables businesses to schedule installations, training, and who is responsible for what job at what time. The system is designed to have the look and feel of the big white boards in most shops. This not only displays the schedule, but also allows you to dig down into the job and get more information on the crew, customer, and project requirements. The system provides project management tools that integrate with all the other modules and features.
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Analytics
This feature enables the business manager to view financial status of their company, predict products needed to be purchased in the future and to manage their salespeople with KPI and ROI indicators.
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Works with Microsoft Outlook™, Microsoft Excel™, and Adobe Acrobat™
The Toolbox works with the popular Microsoft products Outlook and Excel. You can download contacts and appointments to Outlook and produce spreadsheets for further analysis and reporting. The Toolbox is also creates reports in Adobe Acrobat format for printable reports that can also be stored and emailed.
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Quick Install and Data Migration Services
The Toolbox comes with an installation service package that migrates your enterprise data such as contact information from Outlook, Gold Mine, Maximizer, Act!, and databases such as Access, MySQL, and MSSQL.
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Manufacturing and Fabrication Shop Module - Beta
The module is used to manage the activities of a job shop, fabrication shop, or manufacturing business. The system keeps track of all consumables, time sheets, projects, work orders, and other functions to support the business..
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Supplier Management - Beta
This beta system is designed to help the salesmen to determine what each supplier's lead time, pricing, and rules of engagement. The system "plugs in" to your supplier's system so the best possible pricing, scheduling, and service is always assured. The system learns as you configure the supplier information until you have a process that is perfectly enabled to keep the supply part of your business effortless.
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Other Beta Features
Some of the Beta features currently under development are; QuickBooks™ integration, PDA Integration, Shipping, Receiving, and Delivery, HR Module, Asset Management, Inventory and Warehouse Management, Fabrication Shop Module, and Supplier Management. As we get closer to version release we will create pages for each of the features to describe their functionality in detail.
Contact Us for Purchase Details
For pricing and conditions, call:
Tom West
twest@jobsitetoolbox.com
Skype:twest1960
Suite 20, 3515-27th Street N.E.
Calgary, AB T1Y 5E4 (MST GMT-7)
Tel: +1(403) 235-2641 Ext 201
Cell: +1(403) 714-7870
Fax: +1(403) 235-3671
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