Example 1: Job Installation – Custom Row – Plumbing and Heating


View and track:


We can track job information easily in the custom fields.  We can assist you to set up a row so you can add and log in multiple jobs that have been carried out for a customer.

 

Here is an example of a layout:


The headings show:  Contact Date, Job Type, Services, Location, Status, Quote Value £, Sales Value £ and Engineer (see screenshot below):



If you are interested in having this set up or something similar free of charge inside your account contact our Support Desk.


Example 2: Tracking Maintenance or Boiler Servicing

 View and track:


Contact date, job type, job booked, service, status, status, price quoted, actual sale cost, mechanic/plumber etc. Job completed date, service advisers, notes.  You choose what headings you want to track and we will do the rest for you.



If you are interested in having this set up or something similar free of charge inside your account contact our Support Desk.


If you want to then pull out this into an overview job tracking report - please click here for more information on getting this customised and set up.