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Lite |
Pro |
Enterprise |
| Select Customer from Database
Select a customer from your database and quickly and easily assign them to your quote. Option to add a new customer. |
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| Select Address from Database
Select an address from your selected customer and quickly and easily assign it to your quote. Option to add a new address. |
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| Subcontractors Send your quote to a subcontractor for their approval. |
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| Notes Option to add notes to a quote. |
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| Items Add items to a job, automatically updating our inventory depending on the amount added. |
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| Global Job Rate Will automatically assign your rate to a quote and multiply it by the expected hours, to calculate the total cost of your labour. |
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| Diary Planning Send job details to your personal email address and add it to your personal diary i.e., ical or google calendar etc. |
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| Drag & Drop Planner Add a job to your planner and have the ability to drag to schedule for a different time or assign it to another employee. |
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| Filter Jobs Filter jobs in the planner by planned or unplanned. |
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| Notifications In system notifications are sent to keep you informed every step of the way |
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| Repeat Jobs Ability to create repeat jobs that can be given an end date |
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| Invoicing Quickly create an invoice to send to your customer. An invoice will be sent directly from the system allowing you to get paid quicker. |
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| Suppliers Create a database of suppliers and any relevant information such as email addresses, names, contact information and addresses. |
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| Warehouses Create a list of warehouses that can be used to clearly show where your stock may be kept. |
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| Stock Levels Keep track of all your stock levels. |
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| Minimum Quantities Never run out of stock again. Once you reach your minimum quantity, you will be notified within the system. |
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| Purchase Orders Manage your stock levels efficiently. Easily send off purchase orders to your suppliers and receive stock just as easily. |
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| Customer Database Create a customer database that contains names, phone numbers, addresses and email addresses. |
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| Review Undertaken Work Review all work undertaken or quoted against a customer, including invoicing etc. |
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| Categorise Customers Categorised customers against locations, type etc. |
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| Contract Agreements List service contract agreements and service terms for appliances or equipment (auto service date reminders in-app notifications). |
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| Communications Subscribers can send communications (marketing) to their customers through this feature filtered by type. |
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| Capture Expenses Expenses can be collected through the job, electronically taking photo receipts. |
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| Mile Re-Verification Mile re-verification through google maps on journeys claimed. |
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| Captured Mileage Mileage is captured for reclaim against vehicle type, capacity, fuel type, and tax rate for the PPM/KM applicable. |
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| Automatic Calculation Automatically calculates mile depending on the start and end addresses you put in. |
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| Multiple Expense Types Jobmate offer a range of different type of expenses from mileage to food. |
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| Attachments Add attachments like receipts, images of work done etc. |
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| Mobile App Get the all-powerful jobmate software on your phone. |
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| Reporting Multiple in-depth reports keep your business in shape. |
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| Audit Log See exactly what is happening within your app. |
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| Contact & Support Contact via live chat, phone, or email. |
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| Training Get a 1 on 1 training session. |
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| Custom Features Get a 1 on 1 training session. |
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