Key Features Overview
It also includes features for managing employees, vendors, and payroll. Job Board ERP is easy to use and can be accessed from any device. It is a great way for businesses to Rise Above Spreadsheets and improve their efficiency.
Bids
Templates: Use templates to create bids that are consistent and standarized to provide to your customers.
Exports: Export bids to Word
Price Books: Enables you to create price books to copy and move.
Jobs
Job costing: Creating Jobs allows for over all Job costs that include purchase, revenue, and employee costs.
Equipment on Jobs: Manage Jobs and allow equipment to be sent to Jobs to understand Utilization.
Price Books: Enables you to create price books to copy and move.
Ticketing
Work Orders: Create tickets/work orders for your customers to sign and agree too.
Control Costs: Ensure employees are on a ticket to bill a customer so you can control costs.
Attachements: Add attachements to tickets for review such as safety documentation.
Adobe Certificate: Send tickets to customers digitally with approved Adobe Certificate or print on paper.
Invoicing
Invoice Creation: Create invoices directly in the system that can be sent and combined with ticket data to be sent to client.
Tax Service: Use Tax service to help accounting save time with looking up tax amounts.
Work Queue: Use work queue to pass purchase invoices and customer invoices to the right user without leaving the system.
Dynamics Business Central: Connect to Dynamics Business Central to automatically post purchases and invoices to the system for cash management.
Equipment Management
Documentation: Document maintance records, DOT information and much more.
Notifications: Get notified with there are important documents like DOT documents expiring.
Reporting: Understand Equipment utilization via reporting.
Automatic Comments: Purchase automatically comment on the equipment items.
Reporting
Tracking Tickets: Get a handle on the revenue process by ensuring tickets are moving through the process.
Purchase orders & Ticketing: Get an understanding on job cost by using Purchase orders and ticketing.
Central Data Storage: Easily gather Isnteworld or other safety systems data in one central place.
Time Sheet Data: View time sheet data in the applicaiton.
Email Alerts: Create email alerts to understand when things are past due.
