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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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