Jobs, Tickets and Project Management
With Job Management is for servicing Jobs for field staffs. You are able to schedule a service Job for a field staff. Using our interactive Job calendar to manage which foeld staff can service your clients request. Also we have a Job Gantt, that allow you to plan a implmentation of a Job, having a understanding which field staff can do what Job and when, allow you to move Jobs around in a Gantt view.
- Job Management
- Job Calendar
- Job and Ticket Board
- Job Gantt
- Ticket Management
- Time Sheet
- Project Management
- Web Mobile App
Sales Module includes:
The Jobs Board
With Creata, review every job via the Jobs Board.
Review: In Progress, Pending review
for Chargability, On Hold, To be Invoiced, Non-Invoiced etc etc. Easy view of all jobs
at a glance. Easy hover to see added information when needed.
Job Calendar
Creata Jobs lets you to schedule in any job via the Job Calendar (one calendar). Review jobs and times of any colleague and create new customers and new jobs as well. Send emails of the new job - all in one place.
Mobile App
Mobile Field Staff are able to login via their chosen mobile device and access information
needed. Even map directions.
Add time and materials on the system which alerts Admin Team of the jobs start and finish
time.
Job Gantt
We allow the user to plan the Job with other Jobs in mind, allowing them to assign Jobs and tasks to field staff and the ability to plan when to do the Job and tasks are done. Also, move the Jobs and Tasks all at once
Ticket Management
CreataCRM allows you to create tickets before service jobs, which allows you yo investigate the issue or determine if the product has warrentee before scheduling the Job to the field staff.
Time Sheet Management
With CreataCRM, the users can either clock on and off on any device, time on a assigned job or simply add a time sheet manually and the end of the day. Which can be push into the accountancy system
TASKS - Easy management of Tasks. Create check lists. Create templates of Tasks.
INVOICES - Send time and materials. Link jobs to invoices. Enable re-occuring invoices.
JOBS - Create a variety of different jobs and re-occuring Jobs. Create Job Templates. Assign Jobs. Invoice Jobs. Time Jobs.
ACTIVITIES- Manage all activities on any device. Apply time to Activities and to Jobs
SITE MAINTENANCE - Manage multiple sites. Manage complex re-occuring maintenance Jobs.
CLIENT SIGN OFF - Enable client sign off on the Job via your device.
QUOTES - Create Quotes from Jobs. Create Jobs from Quotes. Estimate vs Actual. Send Quotes and move quotes through to all stages through to Invoice & Close.
ATTACHMENTS - Attached documents to emails. Send Quotes, Contracts, Additional Information, Specs, Photos etc. Link to client. Send and attach on any device.
TICKETING - Using the Ticketing System, create Jobs from Tickets. Invoice from Tickets. Record and retain all data from Tickets.
PROJECTS - Manage multiple & complex Projects with Gantt Chart views. Create multiple Jobs within a Project. Manage multiple people and resources within a Project.