The SAM jobs module is the feature-rich home of all your job management activities, it combines with the other SAM modules to enable businesses to streamline their day-to-day operations and go paperless. From the jobs module, you can manage your job scheduling, you can generate job sheets, and you can perform job costing, tracking, and quoting activities.
Eliminate the need for complicated systems or multiple spreadsheets to manage your mobile workers and contractors. Sam’s job module enables you to have real-time updates on all your job statuses all in one place.
Financial activities like invoicing, and generating sales & purchase orders are synchronized with your accounts software. This saves time as there’s no need to repeatedly input the same information. Job information is entered directly into the jobs interface by the administration team from the office. Information is also entered by Mobile workers using the SAM Mobile App, and customers through their digital signatures and the customer portal.
Jobs Module Overview
The SAM jobs module allows you to simplify your business processes and focus on increasing productivity, improving quality, and winning new business.
The color-coded job overview screen uses a traffic light system to show the current job status. High-priority jobs are easily identifiable by the administration staff. Identify Jobs waiting for attention, in progress, and completed. Most importantly the administration staff can very quickly see which engineer a job is assigned to.
The details for each job are recorded when the job is initially created, this includes supplier details, the type of job (e.g. installation, maintenance, repair, etc…), and who will perform the work. Customisable drop-down menus help different industry sectors to categorize the jobs to suit their specific needs.
Sometimes a job is not simply one action, for example, the installation of an electrical lighting system may not be down to one electrician, the job could be broken down into different parts: installation, testing, and cleanup. The Job management module includes a tasks section that allows for breaking jobs into separate tasks, the job will not be finished until all tasks are completed.
Save time with SAM Job costing, similar to a sales order you can simply create quotations for potential or existing customers. If they want to proceed with the order, quickly convert the quotation into a job.
The pricing tab allows for the quick creation of an invoice when the job is completed, (long-term jobs can also be invoiced on an ongoing basis), the pricing tab keeps a record of all parts that are used on a job including the engineering times.
You can capture the hours and costs for a job, you can estimate the costs for a job, and also compare costs against set budgets stored as part of the job details.
✅ Scheduling Jobs – Administration staff can use the jobs module to schedule jobs much quicker and with more accuracy.
✅ Tracking Jobs – Jobs are easily accessible from the office through the jobs module
✅ Job Sheets – Go paperless and create job sheets for your mobile workers from the jobs module.
✅ Costing Jobs – Save time with the creation of quotations, similar to a sales order you can simply create quotations for potential or existing customers.
✅ Job History – Once the job is created every interaction with the job is recorded in the history tab.
✅ Email Notifications – Email notifications mean that users do not have to physically monitor each step of a job’s progress. The SAM jobs module allows users to enter as many email addresses as necessary for each job, then an email notification is sent for each stage of the job until completion.
✅ SAM Mobile App – The SAM Mobile App enables instant communication between the administration team and each mobile worker. The updates tab allows administration staff to send text messages about a specific job to the mobile worker, who can respond through their mobile app.
✅ Customer Portal – Customer portals are a cost-effective way to interact with your customers, they can log their own jobs and check their status or history without physically interacting with a member of staff.
✅Accounts Integration – Integrates with Sage 50 Accounts
✅ Job Management – Manage the entire job process from creating the job to sending the invoice.
✅ Jobs Overview – From the jobs module you can view all current job statuses at a glance.
✅ Job Information – Gain instant access to a variety of job details.
✅ Go Paperless – There’s no need for job sheets, filing, or storing paper when you eliminate the use of paper for administration.
✅ Instant Quotations – Quickly calculate the total cost of each job and automatically send the quotation to the customer.
✅ Increase Productivity – When you go paperless with the SAM Mobile App and accounts integration you reduce the duplication of information, saves time & space, and increases data accuracy. This extra time can be used to conduct other service delivery activities and to win more business.
✅ Reduce Waste – Going paperless is a simple way to have a huge impact on the environment, it helps save trees, reduce pollution, cut down on transport, and save water
✅ Performance Analysis – Leadership can use reports to gain insights into the businesses day to day performance and to make informed decisions based on accurate information. Management can set realistic data-driven KPIs to monitor, manage and improve employee performance.