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Manage your jobs and your business more effectively and efficiently Perfect for all service-related businesses such as plumbers, electricians, on-site maintenance, on-site installations, security installers, TV installers, etc. 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. 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 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. 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. 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.

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