Job Tracking

 

OVERVIEW

The dashboard allows an overview of your orders within the workflow process

THE BIG PICTURE

The Job Tracking Summary shows ‘the big picture’, allowing you to see how all production areas are going in a complete overview.

FILTER YOUR SELECTION CRITERIA

The Detail view shows you your selection criteria per line item, you can filter this by Job tracking line (Supplier), Job tracking Status and even per order.

COLOURS TO MAKE THINGS STANDOUT

Using colours to highlight the status of each item, we can see at a glance how each is progressing.

GETTING INFO TO SUPPLIERS JUST GOT A LOT EASIER

Job sheets are a great way of collating all information required to then send off to your suppliers. Setup in excel, edited to your preference and printed, emailed or downloaded from the system!

BARCODE TRACKING

Track each item or order using barcodes to update its status and process.

SCAN AWAY

Scan orders in and out of your warehouse/factory, reducing the use of manual status updating by scanning your barcodes to update the system for you.

Leads

Keep a track of every prospect your business is dealing with from call to sale. Measure your success both sources of leads and lead conversions.

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Quoting

Manage the way your consultants handle quotes and follow ups. Ensuring quality control and high conversion rates.

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Job Tracking

Manage your entire workflow from supplier orders to tracking the production process and even confirming receipt of the delivery.

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Installation Management

Manage your installation appointments, keep track of team members, and assign new jobs quickly and easily.

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CRM

Have confidence in your customer data, deliver better customer service with a more systemised approach to CRM.

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Accounts Receivable

Improve business efficiency by running your accounting systems in the same place as your CRM and your marketing platform.

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BUZ 2 BUZ

Automatic updates save you countless hours when your suppliers increase or decrease their rates or have new options available.

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BUZ to Xero

Automatically add your BUZ customers, invoices and receipts to Xero keeping your data up to date regardless of the system.

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Complete software package for made to measure products