Features
Job Tracking

From receiving the call until you receive payment and complete the job, all steps of the process are captured in the system.

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Colour Coded Jobs

Each job card is automatically assigned a colour depending on the status of the job. In this case all unallocated jobs appear red, all allocated jobs appear blue, all completed jobs green and all cancelled jobs grey

 

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Filtering and Searching

You can search through and filter any records in the system from job cards to clients. The filter/search function is a very powerful tool that allows you to go to a specific record or display certain records based on a criteria that you choose.

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Reporting

The system incorporates a multitude of pre-defined reports that you can run at any time for any period you choose. You may also enter your own criteria and in this way create client reports as you need them. All of the reports are also exportable to a number of formats, including Adobe Acrobat, Microsoft Word, Microsoft Excel, CSV, HTML and Rich Text format.

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SMS and E-mail Marketing

One of the most important aspects of a good management tool is the ability to communicate with your clients. Plumber’s Assistant offers both bulk SMS and E-mail to your clients. You can filter clients by a number of criteria eg. Clients in a certain area, clients who had jobs done in the last week, etc. The system also gives you the ability to set up automatic e-mails/SMSs to clients on special occasions, such as their birthdays or once a job is completed.

Security
The system features a login screen with encrypted password that allows access users to access certain parts of the system depending on the rights allocated to them.
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Import and Export

The import and export function allows you to import client information and export job card information to any system supporting import/export such as Pastel and Quickbooks.

Internet-Based SMS

All you need is an internet connection (Broadband recommended) to enable you to send SMSs to your clients. You can buy credits directly over the internet starting at 34c an SMS, making this a low-cost, high-impact impression to your client. Imagine your client’s delight when they receive an SMS shortly after completion of the job asking how they found your service. Remember, it’s the small things that leave a lasting impression on your client and keep them coming back

Reminders

Plumber’s Assistant can automatically remind you of events like overdue jobs or phoning of clients

Customisable

The entire system is customisable to the needs of your company. Clients taking part in the testing of the system will not be charged extra for changes within the scope of the planned system

Multi-User

You can have as many concurrently logged-on users as you want. This gives you the ability to assign certain tasks to certain individuals such as having a front-line person only taking incoming calls and a back-line person assigning jobs to plumbers and contacting clients

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