Is the person responsible for training a company individual and explaining how Jobman works and how to enter data. It is not the Integrators job to enter the data for the company but explains the best possible way of entering it and how to get that data working for you.
Are the companies or individuals that your business communicates within all business-related matters. Whether it be suppliers, builders, repeat customers or one-off customers Jobman refers to them as contacts and are the building blocks for Leads, Jobs, Purchase Orders and all related billing, product discounting and many other types of contact information.
Specifications. Abbreviated as this will become a term commonly referred to. This a customisable editable online feature where the details for the future job can be specified.
This is how we define the “sales process” or series of steps and tasks that facilitate in getting a sale across the line. Leads involve all the processes involved before a job is awarded or not. This involves setting Job specifications, estimating & quoting as well as all correspondence involved with the sign up and approval of a job.
When we win a Lead a Job will be created automatically although, we do not need to go through the Lead process to create a Job. This is where the bulk of the information is collated and filled in for optimal transparency.
An operation is a process that must happen for the Lead or a Job to proceed. This is something that a person can record their time against and complete before they can do the next operation.
Is defined as embodying a group of operations. You might group “Operations” like Quoting, Client Meetings, Drafting Plans, Client Consultation under a Lead Status of “Client Liaison”. Statuses automatically update by operations being completed.
A group of operations that can be clustered for refining search abilities in recording time against a Job and also where we set up hours for capacity planning.
Much like a room, or the place where the Job will be installed.