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The Jobs / Projects module allows you full control over budgeting, time estimates, workflow, cost tracking, stock control, credit control, document management and correspondence.
This module acts as an umbrella under which all other module contribute.
At a quick glance you can see what stages (milestones) and tasks are related to a job. Tab buttons allow a quick view of all areas of the job allowing the user to click on an item to view the full details.
Users can also link related documents to jobs stored on a server or locally on the user's computer. A task can be created from various parts of the system like Jobs, Stages, Contacts, Enquiries, etc.
Also see page Budgeting & Cost Tracking
Also see page Gantt charts
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Areas for a job/project include:
• Stages
• Tasks
• Time management
• Correspondence (letters, faxes and emails)
• Quotes / estimates
• Budgets
• Costs (purchase orders and misc. costs)
• Sales orders
• Shipping / dispatches
• Assembly details
• Sales invoicing
• Document management
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