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- Track jobs from the time you get the call until the job is paid for
- Manage multiple employees/teams
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Convert Jobs to Quotes and Invoices |
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- Convert any job card into a quote or invoice and vice-versa
- Customise the layout of the documents as well as the terms and conditions printed on the bottom of the documents
- Email, fax or print job cards, quotes and invoices from within P.A.
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- Import and export any data to and from any program that supports importing and exporting
- Excel, CSV, and word documents and many more supported
- Transfer data to your favourite accounting package
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- Each job card is automatically assigned a colour depending on the status of the job
- All unallocated jobs appear red, all allocated jobs appear blue, all completed jobs green and all cancelled jobs grey
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- The entire system is customisable to the needs of your company
- Clients taking part in the testing of new features will not be charged extra for changes within the scope of the planned system
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- A multitude of pre-defined reports that you can run at any time for any period you choose
- Enter your own criteria and in this way create custom reports as you need them
- Export to a number of formats, including PDF, Microsoft Word, Microsoft Excel, CSV, HTML and Rich Text format
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- P.A. offers both bulk SMS and E-mail to your clients
- Filter clients by a number of criteria eg. Clients in a certain area, clients who had jobs done in the last week, etc.
- Set up automatic e-mails/SMSs to clients on special occasions, such as their birthdays or once a job is completed *
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- 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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- Internet-based SMS facility (no additional ardware required)
- Buy credits directly over the internet starting at 34c an SMS, making this a low-cost, high-impact impression to your client
- 2-way SMS between you and your employees and clients
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- Search for any information in any section of P.A.
- Filter jobs based on a combination of criteria, e.g. date range and location
- Order information in ascending/descending order by column
- Move column positions
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- Assign employees to jobs and view their schedule in a calendar format
- Drag-and-drop jobs to reschedule employees
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- Unlimited concurrently logged-on users
- Assign tasks to certain individuals such as having a front-line person only taking incoming calls and a back-line person assigning jobs to employees and contacting clients
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- You do not need an IT degree to use P.A.
- Anyone who has ever used Windows will find the functions of the system second-nature
- Large icons for all the basic functions of the system
- Straight-forward
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- Track Purchases and create purchase orders that can be emailed and faxed from P.A.
- Track sales of inventory
- Quantity of hand is automatically adjusted for purchases and sales
- Stock-take facility
- Multiple stock locations supported
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Customer Relationship Management |
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- Track and communicate with clients individually or through mass emails and smses
- View a history of all communications with clients
- Manage clients with multiple sites/sub-clients
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- Link equipment to clients
- Book in and track equipment currently in repair
- Print a history of equipment
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