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Network 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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