|
Convert job sheets into invoices - single click
BusinessFlow is a 'job management' tool which automatically creates job sheets
and tracks the job through it's various stages and then easily converts to an invoice
once completed.
Running a small business you need an effective system:
BusinessFlow's focus is on helping to improve the flow of work your business:
- Creating job sheets, enquiry sheets, or other documentation
- Full control* over the design, layout, size of the job sheets and documentation
- Create as many types of job sheet, invoice, quotation styles as required
- Change and keep track of the status of each job, unlimited number of job status’s
can be defined
- Easy to use reports about the status, in progress or waiting
- Link files, images, photos to each job (e.g. before and after photo’s can
be linked to the job for later reference)
- Add unlimited notes and comments about each job for later reference or for sharing
with other users
- Keeping track of employee time on a job
- Making appointments
- Tracking where lead referrals come from
Nb: * using Microsoft Word Templates
Enter information once and easily reuse for Enquiries, Quotations, Job Sheets, Invoices
and Statements
BusinessFlow links all your jobsheets, enquiry sheets, quotations, invoices, images,
files into one easily managed software package The benefits of entering the data
just once and then sharing that information across all your documentation will save
time. In a survey we carried out in 2007 our existing customers said on average
they were saving 4 hours a week using BusinessFlow software.
Customer Comment: "We looked at several packages
but only BusinessFlow Software offered a package that links our job sheets to our
invoices and quotes and is fully customised to suit our business."
Customer Comment: "since using BusinessFlow
I can automatically print a job sheet and issue to my fitters, once signed and returned
the invoicing is a simple few clicks, I’m able to stay on top all the jobs”
Sharing Job Sheet Information:
SHARE JOB SHEETS AND ALL JOB INFORMATION ACROSS MULTIPLE COMPUTERS
You don't need any complicated servers to create job sheets and invoices and track
jobs through to completion. As long as you have a simple local area network, then
multiple computers can use BusinessFlow at the same time to share information.
BusinessFlow staff are available to confgure your computers via remote desktop -
all included in the small monthly subscription.
|
|
Create your own Job Sheets and worksheet documentation
BusinessFlow software exports the information to “bookmarks” contained
in Microsoft Word templates. This means you have complete control over the design,
layout, fonts, and size of the printout.
Bookmarks are hidden locations within the word template. The bookmarks each have
a name and can be added and removed according to the information the user wishes
to see exported from BusinessFlow to the job sheet. A complete list of bookmarks
and their names are available to our customers if required.
We decided to use Microsoft Word as the template because it allows exceptional flexibilty
in design for the user and we've found that is meets most business requirements.
Create Multiple Job Sheet templates
You can create new jobsheet templates so you have a choice of document for each
business circumstance. For example:
- a job sheet for appointments
- a job sheet for fitters
- a customer sign off sheet
- a very small job sheet on A5 card or to print to a dymo machine for quick labels
for their work in progress
The system is designed to be very flexible and adaptable to meet the varying needs
of small businesses. If you do not have the time or knowledge to modify and create
your own job sheets then our friendly and skilled design team will be glad to change
this for you. Email us on support@business-flow.co.uk
Job sheets are used by our customers in many unique and novel ways:
Company 1:
2 people and an admin in the office. Each has a PC all connected to BusinessFlow
over a local area network. When a customer calls and would like a visit and estimate
then their details are entered onto BusinessFlow (or if they are an existing customer
then their details are simply reused). After entering a brief description of the
work required a job sheet (set-up as an appointment sheet) is then printed showing
all the relevant customer details (e.g. address, name, contact details, description,
appointment time etc.) along with the other relevant layout required by the engineer/surveyor.
The job sheet / appointment sheet is taken to the customer when they visit to make
notes. When they return to the office the notes are entered into Businessflow and
the quotation / estimate is easily printed.
Company 2:
At the start of each day, all the electricians’ job sheets are printed and
given to the appropriate engineer. Each job sheet has a unique number assigned and
their job sheet has been designed in such a way to show the site address separately
along with the work required, and appointment time. The Electrician’s jobsheet
also has room for notes and parts used by the electrician and at the bottom of the
job sheet is an area for the customer to sign that they have accepted the job as
completed. When the job sheet is returned to the office a few simple clicks and
the invoice can be generated.
Company 3:
This customer has a a unique electrical job sheet printed on A5 card used for their
workshop, they also have normal A4 paper for printing a second job sheet and also
quotes and invoices. A third job sheet is then used for producing labels which are
printed via their dymo machine.
* all documentation (including job sheets, invoices, quotes enquiry sheets) are
created using Microsoft Word templates. Creating new documentation or changing the
layout style is all completed using Microsoft Word. BusinessFlow software will open
the required template and export the information into the defined location (bookmark).
|
back to top
|
|
|
|
|
