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enabled room scheduling (including conference rooms,
studios, classrooms etc) equipment scheduling and
employee scheduling Top
Scheduling is simplified with the side-by-side room,
employee and equipment layout, making it possible
to see available times and current entries/conflicts
at a glance. Creating a job is easily done by simply
dragging from start to end times, right-clicking,
and selecting a client. Once a job is created in
the room scheduler or any of the other scheduling
views, it is possible to link multiple tasks and
equipment, both with different time slots, contacts
(employees), stock and other items from the existing
database. Jobs are color-coded by user defined status
types).
Automatically
upload all scheduler entries
Top
Schedules can automatically be generated and uploaded
to your Web Site with the built-in FTP client. The
schedules uploaded are determined by pre-defined
time ranges in the room scheduler as well as export-settings.
Email
notification of schedules and schedule changes.
Top
Click on the 'Send Email' button to notify employees
as well as clients of new bookings and schedule
changes. When changing a Job's status type, eg.
to cancelled, Job Designer will automatically inquire
whether to send notifications to clients/employees.
Automatic
room, equipment and employee conflict checking
Top
The room scheduler, employee scheduler and equipment
scheduler will automatically notify you of conflicts
on all contacts and equipment linked to your jobs
across the entire day for each room.
Projects
(grouping of scheduler entries)
Top
Jobs can be grouped into projects. This allows
for project cost tracking at any time (running
totals), as well as invoices and job cards printable
per project. It is also possible to generate quotes
based on projects. The quotes are then integrated
with the project, making it possible to easily
compare quoted figures to actual figures.
Client
preferences Top
Job Designer remembers preferred rooms,
staff, equipment etc. so that when a booking
is created in any of the scheduling windows,
the user will have the option to link the preferred
items to the job by default. Entries in the
scheduler windows can also be copied and pasted
to other positions or days.
Various
printable views . Top
Job Designer offers multiple viewing options.
Day/Week view, the normal scheduling views,
where bookings are made and edited. The list
view shows job for any time period in a text
form with the ability to move to, and open a
listed job by double clicking. This view also
provides filtering, and other features. Finally
the month view, displaying jobs in a calendar
type form. In addition to this, employees(contacts),
and equipment is displayed on individual scheduler
windows, providing an easy way to visibly determine
equipment and employee availability.
Import/Export
features. Top
Clients and contacts can be imported or exported
to the universal csv format. this format is supported
by most other programs. Financial reports can
also be exported to csv files for further processing.
Recurring
jobs. Top
Recurring jobs can be altered separately for more
control, or as a single job group.
Templates.
Top
Save time by turning complex jobs with multiple
items into Template Jobs. Use these template jobs
to book 'copies' of the original job. All items
linked to the original job, will now also be linked
to the new job.
Instant
job costing. Top
Once a job is created. simply
click on the finance section and see cost information
for the job. Easily override figures for once-off
charges. If a job is linked to a project, a running
cost is visible at all times in the project tab,
thus preventing budget-overruns. From here, click
on the print costing or generate invoice button
and that's it, done! Invoices can also be generated
for the entire month, or per project.
Quotes.
Top
Quotes can be generated by using the project quote
feature. Add any item from the existing database,
as well as new items by simply selecting from
a list. The costs, quantities and discounts
off all items can be 'overridden' at this point
to suite the quote without affecting the actual
database items. Quotes can be copied, making it
unnecessary to regenerate complicated project
based quotes every time. Once client approval
is received, generate a project linked to the
quote. A running cost will be automatically kept
for comparing the budget values(quoted) to the
actual project totals
Highly
configurable invoicing.
Top
Once a job is created. simply
click on the finance section and see cost information
for the job. From here, click on the print costing
or generate invoice button and that's it, done!
All figures are calculated automatically taking
into account overtime rates, special rates for
clients, discounts etc. Come end-of-month, simply
select the client to invoice and the period for
which to invoice, and sit back while Job Designer
prints out professional looking customizable invoices.
Jobs can also be grouped together and invoiced
separately (project based invoicing).
Job Designer will keep track of payments made
against invoices. Month-end statements can also
be generated.
Custom
Document layouts. Top
Design custom document lay outs in any
RTF (Rich text)-compatible word processor package(most
popular word processors are), enabling you to
add logos or additional text to your invoices,
job cards etc. This also allows you to make additional
changes once the document has been generated and
saved.
User-definable
reports that can be created on all items as well
as detailed financial reports.
Top
Generate
detailed customized reports on all items. Reports
can be generated for any combination of up to
seven fields per item. Need to find out how much
revenue your rooms, employees or equipment is
generating? Simple: use the sales by item report!
Since all items including employees are linked
to jobs, reports on hours worked by employees
or equipment usage can easily be generated. All
reports can be exported for further processing.
Also print financial reports on invoices, balances,
payment and credits.
Organize
your contacts, stock and equipment
Top
Add phone numbers, addresses, web addresses
and notes etc. to contacts, and arrange them into
categories for quick retrieval. Double-click to
add a contact to a job (if set to "Bookable").
The same applies to equipment as well as stock
items. Extra definable fields are available to
keep track of service histories, suppliers, etc.
Automatic
stock counting. Top
Stock is counted automatically when added or removed
from jobs. This means that you will always know
when to re-order and avoid running out of supply.
Use this in conjunction with the reporting functions
to find out exactly the amount of stock used and
by whom.
Security
Top
Protect your data by allowing different
users access to different sections of Job Designer.
Users are prohibited from unauthorized access
by means of passwords.
Networking
Top
Job Designer can be used on a network
to enable all users to 'see' the same data at
all times. Changes made anywhere on the network
will be updated immediately. This enables multiple
users to work on the same data, some performing
scheduling tasks, while others handle billing
and reports for example.
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