CRM Software

features calendarCompanies

Manage your business from within JobPro's company module. See everything current and relevant to the current record across enquiries, jobs, tasks, products, RFQ's, orders, shipping, documents, and view account transactions all from the company record.  

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features calendarContact Management Software

JobPro's contact management functionality means that individual contacts can be customers in their own right without having to be linked to a Company record. This provides excellent flexibility when working with customers / clients within your business.  

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features calendarCommunications

JobPro's communication module makes it easy to create Email, Letters, Faxes, Notes, SMS and Internal Messages from anywhere in the system. Templates can be setup for Email, Letters, Fax and SMS to facilitate a speedy workflow.  

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features calendarDocuments

JobPro contains some very powerful Document Management features and many more Document Management features are available through customisation. Collaboration & sharing are key elements in todays business world.  

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Workflow & Resource Planning

features calendarCalendar

The calendar / diary interface is used to display six types of possible calendar entries in a month, week or day view, they are; Resources: Contacts (Inc. employees), Assets (Internal or customer), Locations (Internal or external).  

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jobs / projectsJobs/Projects

The Jobs/Projects module gives you full control over job and project planning, budgeting, costing and tracking of jobs and projects. Elements include stages, correspondence, budgeting, costing, sales, tasks, time tracking and assembly management for manufacturing companies. Includes dynamic Gantt functionality to allow users to drag and move jobs between dates.  

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tasksTasks

The tasks module in JobPro includes dynamic Gantt chart functionality to allow users drag and move tasks between dates. Synchronization of tasks with Microsofts Outlook for windows is also a customisation option. A task can be created from various parts of the system like Jobs, Stages, Contacts, Enquiries, etc.  

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timelogsTimelogs

JobPro's timesheet software is a real-time user-friendly time management application that gives you complete control of your time tracking for jobs and tasks. This easy-to-use timesheet software helps increase both productivity and profits.  

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Inventory

products/servicesProducts & Services

JobPro's stock control software provides you with the tools and processes that you need to manage stock holding and control costs. All products can have multiple suppliers and multiple locations. Users have the ability to see all purchase and sales orders relevant to the product from within the product record.  

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assetsAssets

JobPro’s asset management functionality allows you to create and manage internal and customer assets, view each assets usage history, set asset due dates and loan periods via calendar and jobs modules.  

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locationsLocations

Location functionality in JobPro allows you to create an unlimited number of locations that may be applicable to operate your business. For instance you can create your own list of location types.  

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batchesBatches

JobPro’s batch tracking functionality enables serialized stock to be tracked using batch details. Included are ability to see original quantity received, quantity used or sold, sell by date, sell by date (retail) and expiry date.  

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shippingShipping

JobPro's shipping and dispatch module streamlines the process of planning, shipping and tracking orders. Generate shipping and dispatch delivery dockets and track deliveries from this module. Stock quantities can be automatically updated based on products dispatched.  

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Sales Order Processing

shippingSales Leads/Enquiries

The Enquiries module keeps track of all your job, sales and business prospects, enquiries and leads. Assign tasks and create quotations specific to an enquiry or prospect.   

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quotationsQuotations/Estimates

Increase your profits by responding to client quote requests quickly and more accurately. JobPro has the ability to set pricing specific to each customer or have default discounts for each customer. Pricing for products or services can be based on multiple custom price breaks.  

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sales ordersSales Orders

JobPro's Sales Order Processing software handles each stage of the sales order process with ease. Everything is covered - from raising a quotation, issuing an order and ensuring stock availability through to Shipping goods and creating invoices.  

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sales accountsSales Accounts

The accounts module allows easy control over credit limits, outstanding invoices to customers and receipts from customers.There is also the ability to record all communications and set tasks to aid credit controllers in administration of the customers account.  

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sales invoicesSales Invoices

JobPro's sales invoice module provides an easy way to create, print or email an invoice. Includes the ability to enter receipts, track aged debt analysis and send statements. Accounts integration with most packages like Xero, QuickBooks, Sage, MoneyWorks and MYOB can also be setup specific to your requirements.  

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receiptsReceipts

The receipts module allows users to post customer receipts against outstanding customer balances. Detail what method of payment was used, what bank account the monies should be allocated to and email your customer with confirmation of receipt.  

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Purchase Order Processing

purchase ordersPurchase Orders

JobPro manages the entire Purchase Order Processing procedure from creating a purchase order to receiving goods against purchase orders and logging supplier invoices for purchase orders.  

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purchase invoicesPurchase Invoices

Complete the purchase ordering process by allocating one or more supplier invoices to the relevant purchase order. This allows for effect matching and control to ensure you are being billed for what you committed to.  

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paymentsPayments

Record payments made against supplier invoices for purchase orders created. A supplier invoice entered against a purchase order can be set for approval by a relevant user.  

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