Task Management Software
Areas for Task Management
- Monitor and assign leads
- Manage and produce quotes
- Plan, schedule and track tasks and jobs
- Authorise and invoice immediately
- Create and email your purchase orders
Eworks allows you to create custom task types, ensuring that you categorize your tasks effectively and successfully. In the case that a task is created for you by a colleague, the task information will be sent to you (the field worker).
Within the Leads Section, our Task Management software can help your sales team set up tasks for themselves. These could vary from meetings to demos and call backs. Pop-up notifications can be triggered, so that you never forget any important calls or emails.
Upload Attachments such as, site documents or user manuals, against the lead. Once converted to a Quote, the attachment will automatically be synced through. Furthermore, once the quote is accepted and converted to a job, the attachment will be synced to the job for your Mobile Engineers to view onsite.
Tasks can be set up against a specific quote. You can notify yourself or another member of staff when creating a task. When the Notification message pops up at the time selected, the quote reference will be visible so that you or your colleague are reminded as to what the task involves.
Whether a Job is in progress or complete, you can create a task against it to remind yourself or a colleague thereof. When the notification runs, the job number will be visible, ensuring that you know exactly what the task entails.
Within the Invoices Section, you can also create a task against any given invoice, regardless of whether it is drafted, outstanding or overdue. This is a handy reminder to send an invoice to a customer before a certain time, monitor a specific invoice that's still outstanding, or chase an invoice that's overdue.
If you haven't sent an order to your supplier yet or are still waiting for approval, you can create a task within the Purchase Order. This will ensure that the system notifies you to send it for approval as soon as possible or notifies your supervisor to approve urgent purchase orders.
Eworks also lets you create general tasks in the system. These tasks can be independent and not linked to any specific section - in the case where you would like to set up personal reminders, such as birthdays or events, or you would like to let your colleague know you have scheduled an in-house meeting.
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