Job Planner
All-in-One Job Management Planner for Companies Using Field Workers.
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Job Planner offers a range of options, from a single user to a customised system.
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Work Scheduler
Work Planner offers job management software that is suitable for a vast range of businesses employing field workers.
This planner allows you to keep track of work in progress, use the work scheduler to plan upcoming jobs and perform other critical tasks.
Planning Jobs
The Job Planner is a tool that can be made available to employees. Depending on their level of access, users can view different information.
When managing jobs that involve sub-contractors, keeping track of their work can be complex. That’s why it’s essential to have a system to monitor their progress.
Job Planner Filters
Filters can help you pinpoint a specific job by allowing you to search for it using a keyword or phrase. You can also filter the search results by the current status of the job. Once you find the job you’re looking for, you can drill down into its details and make any necessary modifications.
This provides an efficient way to manage and update job-related information.
Quotes in Planner
The Planner’s quote section is where all the quotes are stored. There is a search filter that helps find specific quotes by using particular terms. Additionally, a date filter displays a range of quotes based on the requested filter.
Each quote has a button that is colour-coded to show its status. You can click on any quote to access its details. Changing the status of a quote dynamically reflects in the quote’s progress.
Clients in the Planner
The Planner’s Client Manager section provides a quick and easy way to access clients alphabetically. To access a client, press the first letter of their name.
Users can drill down for more details by pressing on each client’s line. If a customer’s location is stored, their entry will appear green. To add new clients, click on the top display button.
All-in-One Work Planner
Job Planner is a crucial tool for efficient management in modern businesses, especially for small companies with field service teams.
Businesses can significantly improve operations by transitioning from conventional spreadsheets and paper job sheets to all-in-one job planner software.