Job Book

Job Book Overview

The Job Book is a powerful tool designed to streamline the management of your business operations. It keeps you organised by tracking important dates, quotes, and jobs, while providing a clear view of your invoicing, progress claims, and variations. With customisable job types and a comprehensive quote tracker, the Job Book ensures you stay on top of all the details, from quoting through to billing. Easily manage multiple contacts per client, automate progress claims, and generate accurate job sheets—all in one place. The Job Book helps you maintain control, maximise efficiency, and stay ahead in your business.

Key Features:

• Use the Quote Tracker to manage and follow up on quotations.
• Support for both Quoted and Do & Charge jobs.
• Keep on top of important dates for quotes and jobs.
• Customisable job types for sales and margin analysis.
• Print comprehensive job sheets with barcodes for easy data collection.
• Add multiple contacts per client and select the appropriate job contact.
• Email clients directly from the system, with pre-filled subject lines.
• Analyse and track vital business data with ease.
• Pre-fill invoicing details ahead of time for efficiency.
• Manage invoicing for standard invoices, progress claims, and retentions.
• Multiple invoice options, including simple invoicing and progress claims.
• Retention options for invoices (either fixed amount or percentage).
• Fully implemented variations, ensuring no missed billings.
• Streamlined progress claims—automatically generate summaries and invoices based on job items and quantities.
• Access billing and variation summaries to understand your job’s financial position.