JobPro Software Overview
CRM is central to any business system. The CRM module is the hub from which all tasks can be carried out within the system. CRM in JobPro is made up of the following modules:
- Contact Management
A key feature of FileMaker is to allow us to customise the workflow to meet your exact needs. JobPro Central user interface design enables simple navigation throughout the system. The Workflow module is made up of the following modules:
- Jobs / Projects
Manage stock, tools and processes. Inventory is made up of the following modules:
- Products / Services
Sales Order Management handles each stage of the sales order cycle. It is made up of the following modules:
- Leads / Enquiries
- Quotations / Estimates
- Sales / Work Orders
- Sales Accounts
- Sales Invoices
Purchase Order Management handles each stage of the purchase order cycle, from creating the Purchase Order to receiving the good to logging supplier invoices against Purchase Orders. Purchase orders is made up of the following:
- Request for Quotes
- Purchase Orders
- Purchase Invoices
Budgeting & Costs
Budgeting and cost tracking is essential to measure job performance. JobPro Central puts elements necessary for cost and budget management of jobs at your disposal and provides a clear and accurate picture of job status.
Manufacturing & Assembly
This functionality helps you to manage and understand the costs to manufacture and assemble your products.
Rentals & Loans
This functionality is to help you to manage your rental business.
An optional extra for your JobPro installation is our FileMaker NRG shipping integration which can integrate with shipping carriers such as UPS, USPS and FedEx.
An optional addition to your JobPro Central system we can offer a server side extension to your FileMaker Server install that will sync your JobPro calendar to your Apple Calendar application.
Cloud & Remote Access
JobPro gives you a number of options for remote access. The options are Cloud & Remote access, using a hosted server, using your own server or using our mobile app JobPro2Go.
Integrate JobPro Central with a number of accounting applications to help you stream line your workflows further. JobPro can be integrated with Xero, Quickbooks and many more accounting packages.